Admin Responsibilities

Users | Menus | Taxonomies: Categories, Tags... | Comments


General WordPress Users

Be mindful of user capability settings. Choose the minimum access level needed for each user. This will help avoid spam and malicious attacks on your website. Reset all website user passwords every year, if possible.

Users & Roles (insert image)

Your website includes all WordPress user types. Listed here are the user roles that we recommend you use. Review all users 1-2 times a year to ensure they are assigned the correct role.

How To Assign User Roles


Your site uses multiple WordPress menus. To edit go to: Appearance > Menus > then on the main page use the dropdown option to select the menu of choice to edit.

You can edit the items in each menu by:

  1. Choose items from the left (or create a custom url).
  2. Drag & Drop to 'add' them to the menu area.
  3. Edit 'Navigation Title' or menu item 'ULR' if needed.
  4. *Save your work to see the change on your live website.

Menu Titles & Locations

  • Main Menu: appears at the top of the site
  • Footer Menu: appears in the footer
  • Regions Column 1-3: appears on homepage ‘regions’ section
  • User Announcements: appears as top utility bar when log into front of website (customers)
  • All other menus listed appear as sidebar menus (assigned on an individual post/page/category/tag basis)

Sidebar Menu Formatting

The sidebar menu has a title and list of links. The title formatting is applied automatically to the first item listed in the individual menu.

Taxonomies: Categories, Tags...

Keep your taxonomies organized! This means keep your categories, tags and any other custom fields organized. Follow the taxonomies outlined in your sitemap. Also try to limit the categories or tags applied to a post - this will keep your content relevant to the viewer.

Edit A Taxonomie Name (Category, Tag or Custom Field)

To edit or add a taxonomies go to: Posts > Categories (tags, or custom taxonomy title)

Click ‘edit’ on the title you would like to edit. Edit the ‘Name’ or ‘Parent’. If you would like to change the ‘Slug’, note that the old url will no longer work. You should create a redirect or avoid editing the ‘Slug’.

Category Sitemap


Homepage posts: tag a post with ‘Highlights’ to have it appear on the homepage


If you have comments enabled on your website be sure to manage them. Not only do you want to avoid spam or negative comments but this is also a high risk area for malicious attacks on your website.

Even if you do not have comments on your site, you should check the comments tab monthly to delete any spam or unwanted items. Be sure to empty your trash.