Table of Contents

Overview video

A recorded training session covering many of the site features described here is available. (Video, 1 hour 12 minutes)

To Sign In to your WordPress Websites

To access your WordPress sites, type in the URL of the website you are wanting to access and append /wp-admin to the end of the URL.

  • ex.

Each site is independent, so you need to login to each website individually. Changes made on one website – such as a password change – do not automatically apply to your other sites.

Once logged in, you will be taken to the Dashboard. Everything you will need to make changes and edits to your content can be found here.

Adding & Removing Users

To add a new user:

  1. Click Add New in the top left.
  2. Give them a username (Standard practice is first initial, last name. Ex. John Smith = jsmith).
  3. Include their email.
  4. Add them as either an Administrator or an Editor.
  5. Note that an Editor can only add and edit content.

Users Add New

To delete a user:

  1. Click delete under their name in the list of users.
  2. If they were an Administrator, you will get a notice and you should assign their content to another Administrator if the choice is given.
  3. If you skip this, their content could be deleted and disappear from your website.

Be sure to clear out old accounts.

You will have to add users to each website. Like content, this does not happen automatically and will need to be done manually each time.

Editing Pages

To edit pages:

  • You can go to the Dashboard > Pages and hover over the name of the page. An edit link will come up below the name of the page.
  • Or, you can go to the page on your website, and an “Edit Page” link will show at the top of the page in the black admin bar.

    Pages Edit Page Location

There is Help and Screen Options buttons located in the top right-hand side of the Pages page. Help is very useful if you are confused or lost. Screen Options is used for what you can and cannot see in terms of the information listed with each of your pages.

Location of Screen Options and Help

Creating Pages

You can create a new page through the “Add New” button located in the top left.

Pages Add New

WordPress Documentation Pages:

The Media Library

This is where your images will be stored.

You can upload new images through the “Add New” button located in the top left.

Media Library Add New

Be sure to use ALT text and a meaningful title when uploading new content. This is for accessibility and screen readers.

To replace media:

  1. Open the image you want to replace, and on the right you will see “Replace Media:”.
  2. Upload a new image, and that image will show in place of the existing image on your website.

Media Library Replace File and Alt Text Input

WordPress Documentation Pages:


In the Dashboard, under Appearance, you will find Menus.

This is where you can change, add or delete content found in your website’s navigation menu.

If you create a page it is not automatically added to a menu. You control what appears in the menu manually.

To add a page to the menu:

Go to Appearance > Menu and make sure you have selected the correct menu from the drop down box. If you only have one menu, you will not have a drop down menu.

  • On the left you will see a list of all your pages.

Menu Add New Page

  • On the right you will see the pages that are currently in your menu.Menu Structure

To add a page to your menu:

  1. Click the checkbox for that page in the left-hand selections, and hit add to menu.
  2. The new item will show up at the bottom of your Menu Structure on the right-hand side.
  3. You can drag and drop this new menu item anywhere in the menu.
  4. To create a drop down menu option, you can drag a menu item under another menu item and a “Sub Item” label will appear beside the name of your page.


To delete a menu item:

  1. Expand the menu item you would like to delete, and scroll down to click “Remove”.

Menu Remove

  • Be sure to save all changes to your menu with the blue Save Menu button!

WordPress Documentation Pages:


In the Dashboard, under Appearance, you will find Widgets.

This is where you can change or add widgets to your website. These are your sidebar items. Some may just be text while some may be other certain types of content.

Your available widgets can be found on the left side of the page. They can be dragged into your available sidebars, which can be found on the right.
Widgets Structure

To add new widgets:

  1. Drag your chosen widget to the sidebar menu.
  2. Edit the content and choose what pages to show this widget on.
  3. Be sure to save!


  • To edit the content, open the sidebar where the widget is located and find the piece you would like to edit.

Widgets Open Sidebar

  • You can show or hide widgets on selected pages. Be mindful of where your widget is being shown.

Widgets Show or Hide

  • The Visual Editor widget is more of a Word Document-style text editor.

Widgets Visual Editor

  • To insert an icon, hit the Insert Icon button.

Widget Add Icons - First Widgets Add Icon


To delete widgets:

  1. Expand the widget, scroll to the bottom and press delete.
  2. Or you can also drag the widget out of the sidebar and down below the available widgets under Inactive Widgets.

WordPress Documentation Pages:

Key Plugins

Key plugins that extend WordPress capabilities are in use on this site. These are documented below.

Formidable Forms

In Dashboard, under Formidable.

Find the form that contains the information you are looking for.

Build: To create your form and add new fields.

Settings: What the form will do when the form is submitted.

Entries: Entries are what will show up in your Form View.

Can add or update entries:

  1. Click the Add New button.
  2. Or edit under one of the existing entries.
  3. Be sure to update after editing!

Formidable Documentation Pages:

Getting Support

Info on getting support, and a link to