User Guide: Managing Users in WordPress

As the owner of a WordPress site, you are able to users to ensure manage users.

Understanding User Roles

Your site has several types of users:

1. WordPress roles: Administrator, Editor, Author, Contributor, Subscriber
2. WooCommerce roles: Shop Manager, Customer

As the site owner, you’ll likely have an Editor role, giving you full control.

Adding New Users

To add a new team member or customer:

1. Go to your WordPress dashboard
2. Click on ‘Users’ then ‘Add New’
3. Fill in their details and choose their role
4. Click ‘Add New User’

Remember, only give people the access they need. For example, give most team members an Editor or Author role.

Managing Existing Users

To view and manage users:

1. Go to ‘Users’ > ‘All Users’ in your dashboard
2. Here you can see all users, their roles, and how active they are
3. Click on a username to edit their profile

WooCommerce Customer Management

For your online shop:

1. Go to ‘WooCommerce’ > ‘Customers’ to see a list of people who’ve bought from you
2. Click on a customer to see their order history and details
3. You can add notes to customer accounts, which is great for keeping track of any issues or special requests

Best Practices

1. Regularly review your user list. Remove any accounts that are no longer needed.
2. Don’t share your administrator login. If someone needs temporary access, create a new account for them.
3. Use the ‘Shop Manager’ role for team members who need to manage orders and products but shouldn’t have full site access.
4. Encourage customers to create accounts during checkout. This makes it easier for them to track orders and for you to build customer relationships.

Enhancing Customer Experience

1. Consider setting up a loyalty program for repeat customers
2. Use the built-in WooCommerce email system to keep customers informed about their orders
3. Think about sending occasional emails to customers about new products or special offers

Handling Customer Data Responsibly

1. Only collect customer information you actually need
2. Be clear about how you’re using customer data
3. If a customer asks for their data or wants their account deleted, you can do this through the WordPress dashboard

When You Need Help

Remember, Sitecrafter is here to help with any technical aspects:

1. If you need new features added to your user management system
2. If you’re concerned about site security
3. If you want to set up more complex user permissions

By focusing on these user management tasks, you can ensure your website runs smoothly and your customers have a great experience. And remember, for anything technical, your Sitecrafter team is just a call away!