Last Updated: November 29th, 2022
Let’s take a step-by-step tour through your WordPress site and see how the different functions work and how to make your new site your own. During the first part of this tutorial, please don’t change anything within the program unless it is part of the tutorial. After following these steps, you’ll soon be changing everything.
Follow the steps below to access the dashboard of your WordPress website and begin managing your website.
Begin by logging into the “administration area” or the back end of your website. Visit your site’s login page by placing “wp-admin” after your domain name (e.g. https://healthpolicyresearch-scholars.org/wp-admin).
If for whatever reason you do not remember your username and password, you can recover this information by clicking Lost your password? in the login prompt screen.
Two-factor authentication adds another layer of security to your site that requires not only a password and username when logging in but also a passcode that you can only generate on your smartphone. Using a username and password together with a piece of information that only you can access makes it harder for potential hackers to gain access to your website.
For more information on two-factor authentication, check out the entry in the WordPress Codex.
Navigate to your profile page to enable two-factor authentication, as well as sync their account with the Google Authenticator app. Scroll to the bottom and click Enable.
You’ll then see this screen:
Follow the steps by downloading Google Authenticator for your phone, scanning the barcode, and entering the six digit passcode that the Authenticator app generates.
Click Verify and you’re all done!
Next time you log into your website after you enter your username and password, you’ll be asked to enter a passcode. Just fire up the Google Authenticator app on your phone and enter the passcode.
The Media Library is where you can upload and manage your images and other documents all in one place. PDFs, Word documents, and graphics are all added to the media library for use throughout your entire website.
If you would like to upload a graphic, such as adding a picture to your post, then you must first upload the content to the Media Library. Once there, upload your image by clicking Add New, by choosing Select Files, or by dragging and dropping an image into the browser window.
Once the file uploads completely to the list below, select the recently added thumbnail to reveal the image’s full options. For SEO and accessibility purposes, it is highly recommended that you provide a descriptive Alt Text for the image. This text tells search engines and users using screen readers a bit more about the image’s contents.
You can use the URL provided in the top-right corner of the media settings on any other page throughout the site.
This section will describe how to use WordPress’s built-in image editor. If an image is saved in the media library and already in use, do not update this image. This may update it in other sections of the site. Add a duplicate and alter from there.
Go to the Media Library section in the left sidebar. Click on an image in the list to view its settings. Just below the image click the Edit Image button.
From left to right, you have options to crop, rotate to the left, rotate to the right, flip vertically, flip horizontally, undo, and redo changes to your image. If you wish to crop, drag your cursor over the image, to the proportions you would like visible, then click the crop button in the top left. If you do not like the change you have made, click the back or forward arrows.
If you would like to change the size of the image, update the New Dimensions in the right column under Scale Image. This will automatically scale your image proportionally and you cannot scale images up, only down.
Preview content typically includes a featured image, title, excerpt, and possibly some detailed text about the author and publication date. This content is important because it is your visitor’s first impression when they see your content on social channels, search engines, and even feeds within your own website. For more SEO tips and tricks, go to the SEO with Yoast section.
At the very bottom of any piece of content, you should see a field called Excerpt. If you do not, you can find Screen Options in the very top right corner of your editing window. These options enable you to hide or show fields that may or may not be relevant to you. Ensure the Excerpt fields is checked. Excerpts are typically 150 to 160 characters in length to align with SEO (Search Engine Optimization) best practices.
In any content type, you should see several taxonomies including, but not limited to, Categories, Tags, Resource Types, and Featured Areas. These can be found in the right sidebar under publishing options. There are many different reasons to tag content, but typically they are used to narrow down content that is filterable or dynamically generated.
Posts allow you to manage and edit your blog content. Click Posts in the left sidebar of your dashboard and then Add New to create a new blog post.
First, add a page title. This will be the main title of your blog post and will be used to generate a link to the content. Then, add your main body content using the WYSIWYG (What You See Is What You Get) editor. For more information about the WYSIWYG, check out this in-depth breakdown of the WordPress WYSIWYG. Finally, select any categories/taxonomies that apply to the post and upload a featured image. The featured image is the graphic that is used when the post is shared on social channels and in filterable lists throughout the site. The ideal image size is 1200px wide and 630px tall.
Review the descriptions of any other fields to enhance your content.
Once you are ready to review your updates, you can click the Preview button in the top right corner of the screen, under your publishing options. This will allow you to see what the page will look like before publishing.
When you are ready to publish your content, you can click the blue Publish button to post the content immediately or select a date and time to schedule your post. Please note that times are set in military time, so if you would like a blog post to publish at 3pm, you would need to set the time to 1500.
SEO is an extremely important aspect of your site and something to consider whenever you update or add any new site content. We’ve installed a tool called “Yoast SEO” which will help guide you towards matching your site content with important keywords.
This section enables you to personalize the social media title, description and image representation for Facebook and Twitter should you choose. For images, be sure to pay attention to the recommended sizes listed in the descriptions.
You can update the footer content by navigating to Widgets. Use the dropdowns under the “Footer Content” widget to find the content you would like to update. Once you have made the necessary updates, click Save.
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