Simple Client Dashboard Pro

Role and access model

Simple Client Dashboard Pro creates a WordPress visitor role named Admin, positioned between the built-in Administrator and Editor roles. Clients and webmasters can use the functions assigned to Admin while configured permissions limit access to settings and other areas that could affect the wider website.

The role is intended for client sites where people need to manage content without unrestricted administrator access. The base extension includes an interface for editing the role; Pro includes controls for selected third-party add-ons.

Dashboard permissions

With the relevant permissions configured, the Admin role can conceal or disable these WordPress areas and controls:

• Hide the Settings, Plugins, Tools, and Users menus.
• Hide the Appearance > Editor tab.
• Disable the theme installation button and theme-switching buttons.
• Disable the WordPress Core Updates button.

These settings can limit access to site configuration, theme changes, and other administrative tasks. The available access depends on how the role is configured.

Controls for supported extensions

Pro extends role permissions to selected third-party plugins. The available restrictions and access vary by extension:

• Advanced Custom Fields: Hide the menu and settings, including definitions, rules, and fields.
• Custom Post Types: Restrict the ability to create custom post types.
• Contact Form 7: Restrict creating, deleting, and editing forms while allowing access to view submissions.
• Draw Attention: Restrict the ability to add Draw Attention images.
• Easy Digital Downloads: Allow management of products, customer payments, reports and sales data, and settings according to selected permissions.
• Five Star Business Profile and Scheme: Hide business profile settings.
• Gravity Forms: Restrict creating, deleting, and previewing forms while allowing selected form editing and submission access.

Assign and review permissions

Install Simple Client Dashboard on the client’s WordPress site. The Admin role then becomes available with little to no setup. Assign it to the client or webmaster, review its permissions in the editing interface, and use the Pro controls to configure access for supported plugins.

Freelancers, agencies, and webmasters can use this setup to hand over day-to-day site management while limiting administrative access. Adjust permissions as the client’s responsibilities change.