{"id":28518,"date":"2021-10-07T16:56:15","date_gmt":"2021-10-07T21:56:15","guid":{"rendered":"https:\/\/www.hostgator.com\/blog\/?p=28518"},"modified":"2021-10-07T16:56:29","modified_gmt":"2021-10-07T21:56:29","slug":"limit-clients-ability-change-wordpress-theme","status":"publish","type":"post","link":"https:\/\/www.hostgator.com\/blog\/limit-clients-ability-change-wordpress-theme\/","title":{"rendered":"How to Limit a Client&#8217;s Ability to Change a WordPress Theme [Expert Guide]"},"content":{"rendered":"\n<p>It\u2019s a nightmare scenario:&nbsp;&nbsp;<\/p>\n\n\n\n<p>One of your&nbsp;web design&nbsp;clients&nbsp;calls in a panic because they tried to make a few small&nbsp;updates to&nbsp;the website you carefully crafted for them, and now it doesn\u2019t look right-or worse,&nbsp;it&nbsp;doesn\u2019t work right.&nbsp;Can you help&nbsp;them fix it&nbsp;ASAP?&nbsp;<\/p>\n\n\n\n<p>The easiest way to handle this kind of situation is to prevent it.&nbsp;&nbsp;<\/p>\n\n\n\n<p>By building some guardrails around what your clients can access through the WordPress dashboard, you can help them make updates with confidence that they won\u2019t break their theme-and you won\u2019t have to scramble to help them fix their sites.&nbsp;<\/p>\n\n\n\n<p>Here&#8217;s an example of WordPress&#8217;s Customize menu available, which helps us set up those guardrails:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"368\" height=\"491\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/WordPress-Customize-Menu.png\" alt=\"WordPress Customize Menu\" class=\"wp-image-28523\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/WordPress-Customize-Menu.png 368w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/WordPress-Customize-Menu-225x300.png 225w\" sizes=\"(max-width: 368px) 100vw, 368px\" \/><\/figure>\n\n\n\n<p>Maybe this client needs to change their header image from time to time, but their typography and site identity should remain the same for&nbsp;<a href=\"https:\/\/www.hostgator.com\/blog\/create-website-style-guide\/\">brand consistency<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Providing your clients with adequate documentation on how they can update specified content on their site through this menu will help safeguard against emergencies. An easy-to-follow step-by-step guide or a screen share walk-through gives your clients the confidence to make the updates they need to, without worrying about potentially causing an error. And unless the client is also a developer or designer, they don\u2019t need access to the administrator settings.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>If you\u2019ve already read our post on&nbsp;<a href=\"https:\/\/www.hostgator.com\/blog\/how-build-wordpress-themes\/\">building your own WordPress themes<\/a>&nbsp;using the Underscores template-or if you already know how to build them-this is the next logical step. That\u2019s because what you\u2019ll do to let clients make updates safely is adjust the&nbsp;customizer.php&nbsp;file that\u2019s part of your theme template.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Then, your&nbsp;web development&nbsp;clients can access whatever they\u2019re allowed to change in the Customize menu.&nbsp;You can set that up so that they can change out text, for example,&nbsp;but instead of editing it&nbsp;on the screen and potentially messing up&nbsp;their site&nbsp;design,&nbsp;they&nbsp;are using&nbsp;role-specific form fields so it&#8217;s more of a controlled situation.&nbsp;They can preview it before they publish and make any needed corrections before it goes live.&nbsp;<\/p>\n\n\n<div class=\"hgrp\"><h4>You might like&#8230;<\/h4><ul><li><span class=\"prod-icon\"><a href=\"https:\/\/www.hostgator.com\/vps-hosting\" data-element-location=\"body.post_content.related_prod_block\" data-element-type=\"button\" data-element-label=\"vps_hosting\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/vps-hosting-150x150.png\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/vps-hosting-150x150.png 150w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/vps-hosting-300x300.png 300w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/vps-hosting.png 500w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/a><\/span><a href=\"https:\/\/www.hostgator.com\/vps-hosting\" class=\"hgrp-link\" data-element-location=\"body.post_content.related_prod_block\" data-element-type=\"link\" data-element-label=\"vps_hosting\">VPS Hosting<\/a><\/li><li><span class=\"prod-icon\"><a href=\"https:\/\/www.hostgator.com\/services\/web-design\" data-element-location=\"body.post_content.related_prod_block\" data-element-type=\"button\" data-element-label=\"web_design_services\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/web-design-150x150.png\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/web-design-150x150.png 150w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/web-design-300x300.png 300w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2020\/11\/web-design.png 500w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><\/a><\/span><a href=\"https:\/\/www.hostgator.com\/services\/web-design\" class=\"hgrp-link\" data-element-location=\"body.post_content.related_prod_block\" data-element-type=\"link\" data-element-label=\"web_design_services\">Web Design Services<\/a><\/li><\/ul><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-kinds-of-changes-do-your-clients-need-to-make-on-wordpress\">What kinds of&nbsp;changes do your clients need to make&nbsp;on WordPress?&nbsp;<\/h2>\n\n\n\n<p>To avoid breaking their&nbsp;WordPress&nbsp;theme while keeping their site fresh, clients need to be able to&nbsp;<strong>change information without changing the theme\u2019s styling<\/strong>.&nbsp;It\u2019s&nbsp;usually&nbsp;fine&nbsp;to give clients access to small things that they\u2019d like to&nbsp;control, like banner content or featured images, rather than major changes like site colors and fonts that could affect their branding.&nbsp;&nbsp;<\/p>\n\n\n\n<p>However, every client site is different. You can&nbsp;do a data audit of your client\u2019s site&nbsp;and to talk with your client about the kinds of content that they need to be dynamic.&nbsp;It\u2019s&nbsp;especially&nbsp;important&nbsp;to give&nbsp;your clients control over the elements of their site that they need to update frequently,&nbsp;so they can&nbsp;<a href=\"https:\/\/www.hostgator.com\/blog\/how-keep-website-fresh\/\">keep their information up to date for customers<\/a>-and&nbsp;so&nbsp;you don\u2019t have to constantly make those small updates for them.&nbsp;<\/p>\n\n\n\n<p>For example, if you\u2019re dealing with an&nbsp;eCommerce&nbsp;client, they may want to be able to change out their promotions, so they\u2019ll need access to a promo&nbsp;section&nbsp;within their&nbsp;Customize&nbsp;menu.&nbsp;You can edit the customizer file so that within that promo&nbsp;section,&nbsp;the client will find&nbsp;fields for each piece of information&nbsp;they&nbsp;need to update. That might include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Promo headline\u00a0<\/li><li>Promo price\u00a0<\/li><li>Call to action button\u00a0<\/li><li>Link to promotion page\u00a0<\/li><li>Fine print\u00a0<\/li><\/ul>\n\n\n\n<p>That way, when your client rolls out their weekly deal, they can&nbsp;update&nbsp;the&nbsp;site without breaking the theme or needing your help.&nbsp;&nbsp;<\/p>\n\n\n\n<p>What if your client runs a news site or a blog?&nbsp;In that case, they might want to change the&nbsp;blog posts that are featured above the fold on their site once a week or every couple of weeks. You can help them do this easily by creating a Customize section for featured posts.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Depending on how your client\u2019s site displays featured content, this section could include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Featured content\u00a0section title\u00a0<\/li><li>Section tag line\u00a0<\/li><li>Post 1\u00a0link\u00a0<\/li><li>Post 2\u00a0link\u00a0<\/li><li>Post 3\u00a0link\u00a0<\/li><li>Post 4\u00a0link\u00a0<\/li><li>Etc.\u00a0\u00a0<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"939\" height=\"1024\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Customizer_Article_Wireframe-939x1024.jpg\" alt=\"example wireframe for wordpress site showing design elements the client can customize\" class=\"wp-image-28524\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Customizer_Article_Wireframe-939x1024.jpg 939w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Customizer_Article_Wireframe-275x300.jpg 275w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Customizer_Article_Wireframe-768x838.jpg 768w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Customizer_Article_Wireframe.jpg 1400w\" sizes=\"(max-width: 939px) 100vw, 939px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-creating-controls-for-your-web-design-clients-in-wordpress\">Creating controls\u00a0for\u00a0your\u00a0web design\u00a0clients\u00a0in WordPress\u00a0<\/h2>\n\n\n\n<p>The goal is to make it easy for your clients to update the front end of their website when they need to,&nbsp;without making any changes to the backend that would negatively affect the site\u2019s appearance or function.&nbsp;&nbsp;<\/p>\n\n\n\n<p>You might choose to give your clients access to an entire category of content, like images, and let them use their judgement when it comes to making changes across the board.&nbsp;If you go this route, you\u2019ll want to include a conditional statement&nbsp;within your&nbsp;customizer&nbsp;functions&nbsp;to load&nbsp;default content if the image or copy the client requests isn\u2019t available.&nbsp;&nbsp;<\/p>\n\n\n\n<p>If you used&nbsp;the&nbsp;Underscores template&nbsp;to build the client\u2019s WordPress theme,&nbsp;set your parameters in the&nbsp;customizer.php&nbsp;file.&nbsp;Almost nothing you change in the customizer file will affect the&nbsp;theme\u2019s&nbsp;style coding&nbsp;unless you tell it to. You get to&nbsp;define what your clients will be able to change on their own.&nbsp;&nbsp;<\/p>\n\n\n\n<p>When you open&nbsp;the customizer file, you\u2019ll see that it already has a few settings&nbsp;created for things like changing the&nbsp;color of the&nbsp;header text&nbsp;and&nbsp;the name of the blog.&nbsp;You can start your access customization by&nbsp;going&nbsp;through the existing settings and adjusting&nbsp;the defaults to match what your client needs.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Then, you can add code snippets to give clients&nbsp;the&nbsp;access&nbsp;they need&nbsp;to&nbsp;any other&nbsp;sections, settings and controls.&nbsp;For example, if your client wants to periodically change the categories that are featured on the homepage of their blog,&nbsp;you can add a section of code for featured categories to the file.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"853\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.11.20-PM-1024x853.png\" alt=\"code to display featured categories on wordpress blog homepage\" class=\"wp-image-28525\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.11.20-PM-1024x853.png 1024w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.11.20-PM-300x250.png 300w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.11.20-PM-768x640.png 768w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.11.20-PM.png 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We\u2019re using featured categories and promo sections as examples, but there\u2019s a lot more you can do.&nbsp;The WordPress Codex&nbsp;is a good resource for getting more from&nbsp;<a href=\"https:\/\/codex.wordpress.org\/Theme_Customization_API\" target=\"_blank\" rel=\"noopener\">the theme customization&nbsp;API<\/a>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Pretty much any data that your clients can enter into a form field on your theme can be customized to give them the options they need, like a color picker for header text, a date picker or a category search tool. And the customizer does this without changing your backend code.&nbsp;<\/p>\n\n\n\n<p>For example, let\u2019s say you give your clients the option to change the color of their homepage header text. When they make a change selection,&nbsp;the customizer-based on your instructions&#8211;will&nbsp;tigger&nbsp;a&nbsp;CSS&nbsp;injection&nbsp;after the theme\u2019s main&nbsp;C&nbsp;stylesheet loads, which will redefine the desired header color.&nbsp;&nbsp;<\/p>\n\n\n\n<p>In other words, the client isn\u2019t&nbsp;changing the theme code&nbsp;directly&nbsp;when they choose a new header text color. Instead, you\u2019ve used the customizer file to&nbsp;define&nbsp;dynamic content options that you can later query in your theme&#8217;s layout files to display that data in a specific way, based on the choices your clients make.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-that-work\">How does that work?&nbsp;<\/h2>\n\n\n\n<p>The key WordPress function in pulling the content your clients have set via the Customize panel is&nbsp;get_theme_mod. This function takes a setting name, like the &#8220;hp-category-1&#8221; we set in the above example, and a variable defining what the default front-end behavior should be, if a change has not been recorded.&nbsp;<\/p>\n\n\n\n<p>Once you retrieve these settings from the database, you can run them through any of&nbsp;<a href=\"https:\/\/codex.wordpress.org\/Custom_Queries\" target=\"_blank\" rel=\"noopener\">WordPress&#8217;s existing query functions<\/a>&nbsp;to get even more data. For example, we&#8217;d get a category name from the above&nbsp;get_theme_mod&nbsp;function, which means we can use&nbsp;get_term_by&nbsp;to query the&nbsp;WP__Term&nbsp;object from the name.&nbsp;<\/p>\n\n\n\n<p>Then, we feed that into the\u00a0get_category\u00a0and other queries to pull more data, like the term&#8217;s description or link to print within the customizable featured categories section. WordPress&#8217;s expansive query functions combined with the theme mod options enable your clients to update complex and dynamic blocks of code by updating a single setting.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"782\" height=\"409\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.10.23-PM.png\" alt=\"wordpress code block\" class=\"wp-image-28526\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.10.23-PM.png 782w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.10.23-PM-300x157.png 300w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.10.23-PM-768x402.png 768w\" sizes=\"(max-width: 782px) 100vw, 782px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-make-your-customization-process-more-efficient\">Make your customization process more efficient&nbsp;<\/h2>\n\n\n\n<p>You can set up&nbsp;your&nbsp;client\u2019s&nbsp;options&nbsp;to make changes while you\u2019re building their&nbsp;WordPress&nbsp;theme. It\u2019s also pretty easy to go into&nbsp;a&nbsp;client\u2019s&nbsp;customizer file and&nbsp;add other options&nbsp;after the site is live, if the client needs something different from the original plan.&nbsp;&nbsp;<\/p>\n\n\n\n<p>What if they want one of these customizable content sections to show up not only on the home page, but also on other selected templates throughout the theme? Keep everything modular by creating partials in your template parts so you can call these custom coded blocks cleanly, quickly and easily throughout.&nbsp;<\/p>\n\n\n\n<p>For example, you can put the code we discussed in the above section into its own featured-categories.php&nbsp;file and add it to the \/template-parts\/ folder in your theme. Then, if you call the&nbsp;get_template_part&nbsp;function in the&nbsp;home.php&nbsp;and&nbsp;archive.php&nbsp;theme files, that section will show up on the home and all archive pages with the same styling and layout.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"432\" height=\"24\" src=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.45.26-PM.png\" alt=\"wordpress codeblock\" class=\"wp-image-28527\" srcset=\"https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.45.26-PM.png 432w, https:\/\/www.hostgator.com\/blog\/wp-content\/uploads\/2021\/10\/Screen-Shot-2021-09-24-at-4.45.26-PM-300x17.png 300w\" sizes=\"(max-width: 432px) 100vw, 432px\" \/><\/figure>\n\n\n\n<p>By&nbsp;<a href=\"https:\/\/www.hostgator.com\/blog\/getting-paid-independent-web-developer\/\">working with your web development clients<\/a>&nbsp;to find out what they\u2019ll&nbsp;need to&nbsp;update,&nbsp;and&nbsp;by setting those options up through the theme&#8217;s customizer file, you enable&nbsp;your clients&nbsp;to&nbsp;make site updates without stress-and you can focus on building more themes instead of putting out fires.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Ready to&nbsp;build and customize WordPress themes for your clients? Set up your sandbox with&nbsp;our&nbsp;<a href=\"https:\/\/www.hostgator.com\/vps-hosting\">VPS hosting plans<\/a>.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s a nightmare scenario:&nbsp;&nbsp; One of your&nbsp;web design&nbsp;clients&nbsp;calls in a panic because they tried to make a few small&nbsp;updates to&nbsp;the&#8230;<\/p>\n","protected":false},"author":190,"featured_media":28344,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[104,137,125,127,121],"class_list":["post-28518","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-web-and-hosting-tips","tag-featured","tag-hostgator-web-pros","tag-vps-hosting","tag-web-design-services","tag-wordpress-hosting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.2 (Yoast SEO v23.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Limit a Client&#039;s Ability to Change a WordPress Theme [Expert Guide] - 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