Understanding the Dashboard

Alex Ho -

Introduction

When you login, you will be taken to the backend of the website which is called the 'Dashboard'. This is the area where you can access several of the backend functions, such as creating new pages or blog articles.

It can seem confusing at first, but in this guide we will attempt to breakdown the different functions to help you navigate around the Dashboard.

You can view the video below (which has audio commentary), but there is also a written guide should you prefer. 

 

Here are timestamps if you want to jump to a certain part of the video:

00:00 Left-hand menu                                           06:51  Knowledge Base

07:46 Front-end of the website                            11:51  Conclusion

 

Dashboard main page

The below is what you will see when you sign in. While there appears to be quite a lot of content, you don't need to worry about the majority of them. The main things to focus on are various links that are shown at the top and on the left.

Screenshot_2020-10-29_Dashboard___PracticeWeb___WordPress.png

Dashboard top

There are a few buttons at the top which are useful.

dashboard_top.JPG

Go to the homepage button:

You'll see a house icon, plus the name of your company. Clicking on it will take you to the frontend of the website, which will always be the homepage. If you are doing some backend work, it might be useful to open the homepage on another browser window.

Knowledge Base:

This opens a link back to the Horizon online helpguides. It's very useful if you are needing to refer to one of the guide.

+ New:

This is another way to create new content. When you hover over this, a drop-down list will appear allowing you to choose whatever new content you want to create. Think of it as a shortcut button.

 

Dashboard left:

You will also see various links on the left menu. There are various guides that talks about these in more detail but here is an brief explanation of what each link is, although most of these are self-explantory and some you can ignore entirely.

Posts

This allows you start writing blog articles (if your site uses this). Click the link to start writing a new article, or to edit existing ones.

Media

This is where you go to access the website's media library. This contains all your uploaded images and pdfs that are used throughout the site.

Pages

This allows you start creating pages (such as if you want to create a new service page). Click the link to start writing a new page, or to edit existing ones.

Comments

You can ignore this.

Projects

You can ignore this.

Ninja Forms

This allows you start creating ninja forms or to edit existing ones. You can also check the submissions for each one in this section

Appearence

This allows you to customise your website's menu structure by adding, removing or changing the way it looks.

Profile

Clicking this tkaes you to your profiel page where you can edit account details.

Settings

You can ignore this.

Divi

You can ignore this.

Collapse menu

This closes the left-hand menu but you can re-enable it by clicking on the arrow icon.

 

 

 

 

 

 

 

 

 

 

 

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