WordPress Training Guide

This guide will cover the essentials of using WordPress and the unique custom features we’ve built for you. If you have questions, please reach out to us!



View the Full Training Video


Site Access

In the future you may need to grant permissions to others or adjust who can access different parts of your site. Here’s how you can manage user accounts and control site access:

Adding a New User

  1. Go to “Users” > “Add New.”
  2. Fill in the user information, including username, email, first name, last name, and password.
  3. Choose the appropriate role for the user (e.g., Administrator, Editor, Author, Contributor, Subscriber).
  4. Click “Add New User.”

Editing an Existing User

  1. Go to “Users” > “All Users.”
  2. Click on the username of the user you want to edit.
  3. Make the necessary changes, such as updating the email, changing the role, or resetting the password.
  4. Click “Update User.”

Deleting a User

  1. Go to “Users” > “All Users.”
  2. Hover over the username of the user you want to delete and click “Delete.”
  3. You will be prompted to reassign or delete the content created by this user. Choose the appropriate option and confirm the deletion.

User Roles and Permissions

Understanding user roles is crucial for managing site access effectively. Here are the default WordPress user roles and their capabilities:

Subscriber: Can manage their own profile and view content. Suitable for membership or subscription-based sites.

Administrator: Full access to all site features, including theme and plugin management, user management, and content creation/editing.

Editor: Can publish and manage posts, pages, and other content types created by any user.

Author: Can publish and manage their own posts.

Contributor: Can write and manage their own posts but cannot publish them. Posts must be approved by an Editor or Administrator.


Logging into WordPress

Go to https://sreda.com/login

Enter your login credentials provided by the administrator.

Once logged in, you’ll be directed to the WordPress dashboard.

If you forget your password in the future, you can use the “Lost your password?” functionality below the login.


The WordPress Dashboard & Left Hand Menu

Once logged in, you will land on the Dashboard Screen. From here you can see many options in your menu along the left side. The main area that  you will use to edit is: 


Toggling between the Frontend & Backend of the Website

When you are in the backend, click on the house icon on the top left of your screen to toggle between the backend and frontend.

This helps in quickly locating and editing specific pages.


Media Overview

The Media Library contains all of the images, videos, logos and PDFs that are on your site. As there is quite a lot of media on your site, it has been divided into categories to make them more accessible.


Adding New Images & Videos

On the top of the Media Library, click on Add New. Then select the image or video that you want to upload.

The Upload option will open up and you can select or drag and drop images from your computer here.


Replacing Existing Images

Hovering over the image will show the formatting options. 

Clicking on the “x”  will remove the image. The “Pencil” helps you to edit the existing image. 

After removing the image, you can add a new one by clicking on “Add Image”

Add Image: Clicking here opens up the The Media Library.

The Media Library tab shows the images that are already on the website. 

To add a new image you would click on the “Upload Files” 

You can drag and drop or select files from your computer to upload.

Add Image: Clicking here opens up the The Media Library.

The Media Library tab shows the images that are already on the website. 

To add a new image you would click on the “Upload Files” 

You can drag and drop or select files from your computer to upload.


Image Sizes

Recommended Pixel Sizes
Feature image sizes (landscape 1200 x 900 pixels)
Feature image sizes (portrait 900 x 1200 pixels)
Background image size (1920 x 1080 pixels)
Logo image size (200 x 100 pixels)
Thumbnail image size (150 x 150 pixels)

Image Formats
JPEG or PNG

Image File Size
Optimize every JPEG and PNG before uploading to improve website performance. Compressing images enhances speed without sacrificing quality. Use squoosh.app for effective compression without resizing images.


Editing Content

Most of the content on this site is in the form of paragraphs. In some cases, certain words have web links added to them. These links can take you to pages within the site or an external site. 

Saving all edits:
All page edits must be saved by clicking on the “Save” Button on the top right of the screen


Formatting Text

To make your content more engaging and easier to read, you can format your text in various ways:

  1. Bold: Highlight text and click the “B” button.
  2. Italic: Highlight text and click the “I” button.
  3. Headings: Use headings to organize content. Select the text and choose the appropriate heading level from the drop-down menu in the editor.
  4. Lists: Create bullet points or numbered lists by clicking the respective buttons.

You can also add links to your content that would link to another page on your site (and internal link) or link to a different website (an “external link”)

To add a link to a certain word or phrase:

  1. highlight the word or phrase you would like to add a link to.
  2. Click on the “chain link” icon.
  3. Paste in or search for the link that you would like to add.
  4. Click on the link and press Enter.
  5. To add an external link, follow the same steps as above, except after adding the link, make sure the “Open in new tab” option is selected.

Schedule Post

To schedule a post:

  1. Go to the Publish section on the right sidebar.
  2. Click the current publish value. The image, the value is Immediately.
  3. Set the date and time the post should be published on.
  4. Select the Schedule button that appeared on the top bar.

Redirects

To add a redirect to a page (which is often used for social media purposes) go the Tools > Redirection:

  1. Add the Source URL
    • The new url (URL you wish to redirect from)
    • Do NOT include https://sreda.com/, you only need / in front of the new url
  2. Ignore Query Parameters
    • Stay as default “Exact match in any order”
  3. Add the Target URL
    • The old URL (URL you wish to redirect to)
    • Do NOT include https://sreda.com/, you only need / in front of the old url
  4. Ignore Group
    • Stay as default “Redirections”
  5. Click Save

Redirects already created can be edited or deleted by hover over the redirect name and selecting the required action.


Group

Group sections together with the group block. It adds padding to the top and bottom of the section and centres the content on the page.

There are 4 style options:

  1. Default: White background
  2. Small: Small padding on top and bottom of group
  3. Narrow: Needs to be nested inside another Group (excluding Grid) to be centred on the page with padding. Makes content width narrow; Does NOT centre content or add padding to the top/bottom.
  4. Grid: Layout for cards, as seen in Sectors, automatically layouts card columns
  5. Navy: Navy background section
  6. Navy: Small: Navy background section with small padding on top and bottom of group
  7. Cloud: Cloud colour background section
  8. Cloud: Small: Cloud colour background section with small padding on top and bottom of group
  9. Arrows: 3 arrow background section
  10. Arrows: Small: 3 arrow background section with small padding on top and bottom of group
  11. Map: Map background section

Hero Banner

This block requires:

  1. Image
  2. Background Colour: White, Navy, or Mist
  3. Has Stats: displayed stat cards below banner if selected
  4. Stats: Stat content
    • Add Stat with “Add Stat” button or “+” on right side of stats table (displays on hover)
    • Remove Stat with “-” on right side of stats table (displays on hover)

Do NOT include inside Group.


Subpage Banner

This block requires:

  1. Image
  2. Buttons (optional)
    • Button Name: Title on button
    • Button URL: URL the button redirects to
    • Add Button with “Add Button” button or “+” on right side of buttons table (displays on hover)
    • Remove Button with “-” on right side of buttons table (displays on hover)
  3. Content: Edit in Preview Mode

Do NOT include inside Group.


Logos

Static logos that display grayscale if the logos are coloured. Keep under 10 logos, otherwise use Scrolling Logos.

This block requires:

  1. Logos
    • Add with “Add to gallery” button
    • Remove by hovering over image and selecting “x”

Include inside Group.


Scrolling Logos

Scrolling logos that display grayscale if the logos are coloured. Keep over 10 logos, otherwise use Logos.

This block includes 2 rows and requires:

  1. Row 1 and Row 2
    • Add with “Add to gallery” button
    • Remove by hovering over image and selecting “x”

Include inside Group.


Call To Action

For only 1 CTA, consider using CTA Carousel if displaying multiple CTAs on the same page.

This block requires:

  1. Image: Background Image
  2. Content Width
    • Full Width or Half Width
  3. Content Background Colour
    • White, Cloud, or Navy
  4. Content: Edit in Preview Mode

Do NOT include inside Group.




Full Image + Content

This block requires:

  1. Image
  2. Image Position: Right or Left
  3. Content: Edit in Preview Mode

Do NOT include inside Group.


Image + Content

This block requires:

  1. Image
  2. Image Overlay
    • None
    • Decal
      • Decal Colour: Blue or Orange
    • Stat
      • Stat Content
  3. Image Position: Right or Left
  4. Content: Edit in Preview Mode

Include inside Group.


Content Card

This block requires:

  1. Image
  2. Title
  3. Button Name: Title of button
  4. Button URL: URL the button redirects to
  5. Content: Edit in Preview Mode

Include inside Grid Group.


Contact Card

Select team members to display as contact cards. The team member needs to be added to Team to be available in this block.

  • Can search from team members by name in the search bar
  • Add team member by selecting title on the left
  • Remove team member by hovering over the title selected on the right and clicking “-“
  • Reorder the team members with drag and drop on the right

Include inside Group and columns.


Stat Cards

Add Stat with “Add Stat” button or “+” on right side of stats table (displays on hover)

Remove Stat with “-” on right side of stats table (displays on hover)

Automatically organized into 4 cards per row

Include inside Group.


Image Stat Grid

This block includes 2 rows that scroll and requires:

  1. Grid Row 1 and Grid Row 2
    • Add Image/Stat with “Add Row” button or “+” on right side of the table (displays on hover)
    • Remove Image/Stat with “-” on right side of the table (displays on hover)
  2. Block: Type of block (within Grid Row 1 and Grid Row 2)
    • Image
      • Select Image to display
    • Stat
      • Stat Title
      • Stat Content

Do NOT include inside Group.


Resources

Displays Resources selected:

This block requires:

  1. Heading
  2. Type: Tag, Category, Selection
    • Tag
      • Select resource tag
      • Automatically shows latest 5 resources in tag
    • Category
      • Select resource category
      • Automatically shows latest 5 resources in category
    • Selection
      • Can search from them by title in the search bar
      • Add resource by selecting title on the left
      • Remove resource by hovering over the title selected on the right and clicking “-“
      • Reorder the resources with drag and drop on the right

Include inside Group.


Local Intel

Displaying data as charts, graphs, map, etc is powered by Local Intel.

To access your Local Intel tools:

  1. Login
  2. Go to Integration
  3. Select the tool to use, using search bar and dropdown menus as needed
  4. Select Preview
  5. Select Copy Code under Embed Code popup
    • Do NOT alter code
  6. Paste the code in Custom HTML Block on Page desired inside Group

Posts

Similar to Pages, it includes a title, featured image, blocks, and text.

To create a new post, select Add New Post.

Additional steps include:

  1. Categories
    • E.g. Regional News, Company Releases, etc
    • Select the Primary Category – dependent on the categories already selected
  2. Excerpt: (optional) will display the beginning content on News if left blank

Posts are automatically added to News when the posts are published.


Team

The team member post type are displayed on Team.

To create a new post, select Add New Team Member.

Requires 4 fields:

  1. Title: the Team Member’s name
  2. First Name
  3. Position
  4. Content
  5. Phone
  6. Email
  7. Featured Image: Team Member’s headshot

Team members are NOT automatically added to Team.

To add team members:

  1. Go to the Team page on the backend
  2. Go to the Team field below the banner.
  3. Select the team members to be displayed on the left side of the field and reorder the team members on the right side of the field.

Events

Similar to Pages, it includes a title, blocks, and text. The event post type are displayed on Events.

To create a new post, select Add New Event.

Requires fields:

  1. Title: Event Name
  2. Start Date
  3. Multiple Day Event
  4. End Date: Displays if May Day Event is selected
  5. Start Time
  6. End Time
  7. Place: Google Maps
  8. Tickets URL: URL for tickets

Events are automatically added to Events when the posts are published.


Resources

Similar to Pages, it includes a title, blocks, and text. The resource post type are displayed on Resources.

To create a new post, select Add New Resource.

Requires fields:

  1. Title: Resource Name
  2. Resource Category
  3. Resource Tag
  4. Excerpt: Description about resource
  5. URL: External Sire URL
  6. URL Name: Name of URL link
  7. PDF: File
  8. PDF Name: Name of File Link

Resources are automatically added to Resources when the posts are published.


Job Openings

Similar to Pages, it includes a title, blocks, and text. The resource post type are displayed on Careers.

To create a new post, select Add New Job.

Requires fields:

  1. Title: Job Name
  2. Job Category
  3. Job Type
  4. Job Location
  5. Job Expiry: Date to expire if checked

Jobs are automatically added to Careers when the posts are published.


Contact Us

Questions? We’re here to help! Reach out anytime if you need a hand.

Lisa Grieg
Account Manager
lisa@rockandbloom.com

Mona Khan
Producer
mona@rockandbloom.com