WordPress Tutorial for sites.evergreen.edu

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Revision as of 17:26, 14 October 2016 by Carpenti (Talk | contribs)


Some basics on navigating in WordPress

The admin top bar

Use the Home icon to go between the Dashboard to edit your site and Visit Site to see how the site looks to visitors

The admin left-hand toolbar

From the Dashboard, the left-hand navigation menu provides links to all of the WordPress administration screens, with submenu items displayed on hover.

Built-in Help

Contextual help is always available from the upper right Help tab in your Dashboard. This is likely the fastest way to get your questions answered.

Screen Options

Use the Screen Options tab to choose which Dashboard boxes to show.


Editing a page

  1. Navigate to the page you want to update
  2. Click the Edit Page link in the admin topbar
  3. Make your changes and click Update to save

Adding a new page

  1. From the Pages left-hand menu choose Add New
  2. Enter the page title (directly under Edit Page)
  3. Click Update to save your changes

Navigation and new pages

All top-level new pages added to your site should automatically appear in your primary navigation. For more see Navigation and Custom Menus.

Inserting Media

Adding media to a page

  • You can upload and insert media (images, audio, documents, etc.) by clicking the Add Media button when editing a page.
  • You can select from the images and files already uploaded to the Media Library, or upload new media to add to your page or post.
  • To create an image gallery, select the images to add and click the “Create a new gallery” button.

Embedding media from other sites

You can also embed media from many popular websites including Twitter, YouTube, Vimeo, Flickr and others by pasting the media URL on its own line into the content of your post/page.

Navigation and Custom Menus

  • To change your site’s primary navigation go to Appearance > Menus
  • Each custom menu may contain a mix of links to pages, categories, custom URLs or other content types. Menu links are added by selecting items from the expanding boxes in the left-hand column below.
  • To reorganize menu items, drag, and drop items with your mouse or use your keyboard. Drag or move a menu item a little to the right to make it a submenu
  • You can assign theme locations to individual menus by selecting the desired settings at the bottom of the menu editor. You typically will choose Primary Menu for the main menu.

Sidebar and Footer Content (aka “Widgets”)

  • Widgets are independent sections of content that can be placed into any widget capable area provided by your theme (commonly called sidebars).
  • Widgets are controlled via Appearance > Widgets
  • To populate your sidebars/widget areas with individual widgets, drag and drop the title bars into the desired area
  • The Links widget content (also seen as the Bookmarks sidebar) can be edited using Dashboard > Links

Changing the Site Header

Site title and subtitle

To change the title and subtitle of your site as it is displayed in the header

  1. from the dashboard go to Settings > General
  2. Change the site title and/or tagline (subtitle)
  3. Click Save Changes at the bottom of the page

Changing the header image

Your site is using a theme that has been customized for Evergreen. You can, however, add your own header image that better reflects the topic you are teaching. To change the header image:

  1. Navigate to Appearance > Header and note the native image dimensions required for your theme. Most important is to note width.
  2. Download/create an image that is equal to or greater than the recommended width for your theme’s header image. Note: if you use a smaller image it will be enlarged and will look blurry. Don’t worry about getting it exact as there is a built-in cropping tool will adjust your image to the proper dimensions.

Who Has Access to Your Site?

With WordPress, you have several options for controlling who can see your site or portions of your site.

Site Visibility

settings are located in Settings > Reading. Options include:

  • publicly viewable and indexed by search engines
  • publicly viewable but requesting search engines to not index your site
  • requires a login (must be an Evergreen community member)
  • requires a login and must be a subscriber of the site (this is the option we use to limit access to enrolled students only)
  • only admins of the site

Making your site visible

New sites by default are set to not be publicly viewable with the idea that faculty must time to work on the site before it becomes public.

  • To change your site’s visibility got to Settings > Reading
  • Either of the top two options will open the site to visitors. Other options require an Evergreen login and varying levels of access to the site.


  • At the beginning of the quarter, enrolled students will be added as subscribers to the site
  • Additionally, faculty can add/remove users via Users > Add New

Users and Roles

Users added to your site can be assigned a variety of roles with different abilities.

  • Subscribers can view content but cannot create regular site content. This is the default role students are assigned when added to your course.
  • Contributors can write and manage their posts but not publish posts or upload media files.
  • Authors can publish and manage their own posts, and are able to upload files.
  • Editors can publish posts, manage posts as well as manage other people’s posts, etc.
  • Administrators have access to all the administration features.

Protected Files and Pages/Posts


Even if your site is set to be publicly viewable you can require a login to access materials designated as Protected.

File protection

Faculty can limit access to enrolled students for uploaded media files that must copyrighted protection.

  • Once a file has been uploaded to the Media Library you can edit items that should be protected by clicking Add to Protected under the Media Vault Protection Settings.
  • Choose "Use Default Setting" for file access permission (which is set to subscribers).

See Protected Files for more info and troubleshooting tips.

Page/post privacy


Choose which portions of your site are public and which are only viewable to your students.

  • By setting a page’s visibility to "Private" (in the Publish block) it will only be viewable to logged in users who are subscribers to the site (your students).
  • Note: you should still use file protection for media that needs protection even if it is only linked from a private page.

Additional Features

Email enrolled students from within WordPress

Using the Email Users plugin to contact all registered students in your program

Discussion Forums

Protected Discussion Forums

Evaluation Conference Sign-up Sheets

Using the Eval Conference Sign-up Sheet plugin to create a page where students can easily sign-up for a conference time slot.