Dashboard access and plugin permissions

The Admin role sits between the default WordPress Administrator and Editor roles. The free Simple Client Dashboard add-on provides an interface for editing it; Pro includes more detailed controls for selected third-party plugins. Assign the role to clients or webmasters who need site management features with configured limits on selected settings and functions.

For dashboard access, the role can conceal or disable specific areas and actions, depending on its permissions:

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

These settings limit access to selected configuration areas and administrative actions, such as installing or switching themes.

Controls for supported add-ons

Pro extends role configuration to selected third-party plugin functions. The available controls include:

• Advanced Custom Fields: Hide the ACF 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 the Admin role to view submissions.
• Draw Attention: Restrict the ability to add Draw Attention pictures.
• Easy Digital Downloads: Select whether the role can manage products, customer payments, reports and sales data, and settings.
• Five Star Business Profile and Scheme: Hide business profile settings.
• Gravity Forms: Restrict creating, deleting, and previewing forms, with selected editing and submission access allowed.

Set up a client handover

Install Simple Client Dashboard on the client’s WordPress website. The additional Admin role is then available with little to no setup. Assign it to the client or webmaster, review its permissions in the editing interface, and configure Pro controls for supported plugins. Adjust the permissions as the client’s responsibilities change.

This setup suits freelancers, agencies, and webmasters who need to hand over day-to-day website management while limiting access to administrative functions.