To add a new user:

1. log into the WordPress admin console. (www.milestonebenefits.com/wp-admin) with an account that has admin rights.
2. Hover over the Users menu and select Add New

This will open the new user form. On this form where the details can be filled out for the new customer. Only a few fields are required however be sure to fill out the following fields and select the following settings.

• Username: This is a required filed. This name must match the name of the page that will be created for this customer. The “Benefits Page” menu item will redirect to the customer’s page based on their user name, so it is important that the name matches the name of the page for this customer.
• Email: This is a required field, but a dummy email can be used. In this example the email recipient is blank@customerurl.com. NOTE: This email does need to be unique for the user otherwise WordPress will not allow the user to be created. So ideally use the customers domain URL after the @.
• Password: Click on the show password then enter in the password for this customer. Make note of the password as once saved WordPress will not allow the password to be viewed. NOTE: The confirm use of weak password will need to be checked if the password is not complex.
• Role: The customer’s primary role should be set to Subscriber.
• Other Roles: The other roles define which menu items to display on the customer’s benefit’s page. These can be edited at a later time, but it’s helpful to know what benefits sections will be assigned to the user. NOTE: If more menu items need to be created or modified, this can be done, but will need to be done by the site designer (contact toddblaese@gmail.com to change).
• When completed click “Add New User” button.

Once the user has been created, edit the user to configure WordPress to not show the WordPress menu to the user. To edit the user click the User menu, then click the hyperlink for the user to be edited. Once in the user settings page set the following items:

• Toolbar: Uncheck the box labeled “Show Toolbar when viewing site”
• Biographical Info: Put the customer’s password in here and any other notes. Since the customer has a read only account, this won’t ever be displayed publicly.
• Scroll to the bottom of the page and click update user to save.

Creating the customer’s benefits page is fairly straightforward. To begin:

• Hover over the Pages Menu and select Add New
• On the Add New Page window enter the page name in the first field. NOTE: This should be the same name as the customer for who this page is being created. (e.g. customer name: ACOVS = page name: ACOVS)
• Click the Use The Divi Builder button

• Once the Divi Builder loads you’ll see the a few menu items (in the purple section). Click the Load Layout menu item

• Select the “Your Saved Layouts” menu item
• Select Client Benefits Template 1 – this layout has been created that contains nearly all, if not all of the available benefits options at the time of this writing. This template can be edited to include more items if need be. In the next steps we’ll be editing the page to remove what isn’t needed.

• Select the “Your Saved Layouts” menu item
• Select Client Benefits Template 1 – this layout has been created that contains nearly all, if not all of the available benefits options at the time of this writing. This template can be edited to include more items if need be. In the next steps we’ll be editing the page to remove what isn’t needed.

• Click on the Publish button on the right side of the page to get started

• Once published Click on the Use Visual Editor button to begin editing
• This will open the page in the visual editor
• There are a few things to understand about the editor and sections of the page.

The Basics:

Before you begin editing, it’s helpful to understand a few concepts about the interface and the web content you’ll be working with. Web pages typically follow a grid-like structure and content is contained within containers or dividers similar to a table and data cells. These containers can contain containers and most elements, such as containers can have formatting options applied to them.

For the purpose of editing and maintaining these pages, you really just need to know a few concepts.

• Section = the parent container that everything will go inside.
• Row = Goes inside a section and will contain the modules (i.e. content)
• Content/Module = in the case of these customer pages, the content is contained within the Tabs module. There are also text modules for the headlines that are used.
• Deleting is hierarchical, meaning if you delete a row, it’ll delete the entire contents of the row with it. If you delete a section, all of the rows will delete within that section.

Visual Elements

When in the visual builder items will highlight as you hover over them with the mouse. Typical elements you’ll be working with:

Section Control Box (Light Blue)

Row Control Box (Light Green)

Hovering over the icons will give a hint as to their function but in order from left to right Move | Settings | Duplicate | Save to Library | Delete

Module Control Box (Dark Gray)

The module control box has the same menu items as the section control box.

Editing Inline

Editing of text on the page can be done directly by clicking in the text fields. When doing so there will be an edit menu similar to what you’d see in other document editing applications like Microsoft Word. And many of the typical keyboard shortcuts will work (e.g. ctrl + B for bold, ctrl + U for Underline).

Scope

The interface gives visual clues as to what the scope of the content. For example in the illustration (Module Bounding Box) the light green boarder shows the extent of the row. If you click the delete icon in the control box, it will delete this row, and everything contained within the bounding box.

Editing Inline

The interface gives visual clues as to what the scope of the content. For example in the illustration (Module Bounding Box) the light green boarder shows the extent of the row. If you click the delete icon in the control box, it will delete this row, and everything contained within the bounding box.

• Edit the page as needed. Delete the rows that contain benefits that the customer does not have.
• Change the content in the various tabs either inline or by editing within the module settings.
• Make sure to save your changes.

To get to the save menu click the collapsed page menu

This will expand to show you various page settings and the save button.

Note that the control box on the left will allow the switching between screen sizes so you can see what the page will look like on tablets and mobile phones.

It’s best practice to limit access to the customer benefits page to just the customer and the administrator accounts. This is easy enough to do. Once you’ve completed your page editing and everything is saved go back into the pages menu in the WordPress dashboard.

• Click on the page link for the page which you’re setting the permissions
• Once the page is loaded and you see the Divi page builder load up scroll towards the bottom of the page to the WP Private Content Plus – Restriction Settings section.
• Choose Selected users from the visibility menu
• Type in the user names into the Allowed Users field (should be the customer and administrator).