WordPress 101: Logging In, the Dashboard, Editing, Themes, Plugins, and Customize
While WordPress is easy, it isn’t at all intuitive. This article describes at a high level some WordPress concepts that you will need to master as you learn WordPress, including how to login and navigate to the dashboard, how to edit a post, how themes and plugins work, and how to edit your overall website design with Customize. We’ll start with logging in and editing a post, since that may be the first thing you need to do if part of your job will be maintaining a WordPress website.
Read this article before you dive into WordPress. It is intended to give you an overview. Future lessons will go into more detail about how develop websites in WordPress.
Logging Into WordPress
To edit a WordPress website, you need a login to the website. Each WordPress user has their own login to assure password security. The WordPress administrator will send you login that will allow you to create a password for your own account.
You can login to a WordPress website by going to:
yourdomainname.com/wp-admin or yourdomainname.com/wp-login.php
Replace “yourdomainname.com” with the website you want to access. In some cases, for security reasons, the login url of the website can be different. But you will find that you can login to the vast majority of WordPress websites with /wp-admin or /wp-login.php.
After you are logged in, you will see a black bar at the top of the page. Only logged-in users see the black bar.
The WordPress Dashboard
WordPress has a public front-end, and a private back-end, called the dashboard. After you login you are brought to the dashboard screen.
The dashboard is the part of WordPress that only the website authors, editors, and administrators can see.
You can toggle between the front-facing website and the dashboard in the top left corner. Hover over the website name to see the options.
You can access all of your WordPress posts and pages from the left navigation. This is where you can access most of the tools and settings for the website.
WordPress Editing
WYSIWYG or What You See Is What You Get
If you come to WordPress with some experience in HTML and CSS you can quickly see the benefits of working in WordPress. Unlike with coding, there is almost always an element of WYSIWYG.
Here are three editors you could run into with WordPress:
1. The Classic Editor
The “Classic Editor” is the historical WordPress editor. It is called the “Classic Editor”, because it is no longer the primary editor. It is built on Tiny MCE. It is still used to edit products on WooCommerce.
- The Tiny MCE editor is open source, so it was used in a lot of software in addition to WordPress.
- It is a “Rich Text” editor, which means that you can add bold text and many other text attributes.
- In WordPress, you could toggle to HTML editing by clicking the “Text” tab. This is very convenient if you know HTML and CSS and just want to make some edits in code.
2. The Block Editor
The Block Editor is the replacement for the Classic Editor. It is built on the Gutenberg Editor. It has many more features than the classic editor.
- The Block Editor is now the primary editor in WordPress.
- It’s built with React, a JavaScript framework.
- It offers a lot more layout options than the classic editor, like photo galleries, embedded videos, and even stackable columns.
- Because it has its own learning curve, some WordPress users still use the Classic Editor.
In most WordPress websites, you can navigate to the page or post you want to edit, and then choose Edit Post or Edit Page. That will bring you to the Block Editor for that page.
3. Page Builders are used by most web designers. Page Builders allow you to do fancier designs with less work.
One reason why WordPress is so much easier to use is because you can see the result as you are adding content. The WordPress editors all give you some WYSIWYG. The Page Builders are a true WYSIWYG.
Adding a New Page or Post to WordPress
To add content to your website, hover over the New button in the black bar at the top of the page. When you hover, you will see a list of what you can add to the website. Let’s cover Posts, Media, and Pages for now.
Posts and pages are two types of web pages you can add to WordPress. It can be confusing when to use each type.
- Pages are used for timeless content like an About Page.
- Posts are more like articles, with the most current at the top of the page. Bloggers create posts in WordPress.
Confused? Here is a good article on it…
We’ll learn more about this in future lessons. For now, remember that Pages are used for the Home, About, and Content pages, and Posts are used for articles.
When you have a lot of articles on various topics, you would use Posts instead of Pages. WordPress is particularly good at organizing a large number of blog posts into Categories. For example, if you were a gaming blogger, you would have categories like:
- Playstation
- Nintendo
- PC Gaming
- iOS and Android
Imagine that you have hundreds of blog posts about video games. What you can do with WordPress is display the posts in dedicated pages. For example, you would have separate pages on Playstation, Nintendo, PC Gaming and iOS and Android.
WordPress Themes
For WordPress, the theme is one of the first choices you will make for your website. It can be challenging to change themes later in the development of the website.
The theme holds:
- Header design and logo
- Navigation
- Footer
- Sidebar
Premium themes have additional features that allow you to design a home page. (And more.)
Each theme has its own learning curve. While you are learning, it is good to try different themes, but in the long run, you’ll want to find one flexible theme and use it over and over.
How to Choose a WordPress Theme
You can make a fully functional website with the free WordPress themes.
Most premium themes have a free version with limited functionality that you can try.
Astra is the most popular theme today, and has a free version.
I use the Beaver Builder theme, because it is very flexible and can be used with unlimited websites.
Each year, WordPress releases a new free theme. These themes generally aren’t the best choice. They are created to teach new concepts. The themes are named after the year, like Twenty-Twenty, and Twenty-Twentyone.
Add the theme from the dashboard of the website.
Themes is in the dropdown menu under “Appearance”.
Click on Add New to see all of the free themes.
The WordPress Customizer
WordPress has a front-end Customizer that allows you to make changes and see them as you make them, e.g. WYSIWYG
Navigate to the “front-end” of your website.
Click on Customize in the black bar. Once the Customizer is open, much of the rest is intuitive.
The Customizer is used to design the overall website, including the header, footer, and overall color and font choices. The Customizer is generally NOT used to style a single page.