Access your website dashboard
To access your website dashboard, you can log in using either your username or the email address associated with your account. We will provide your website’s unique login link.
If you need to reset the password, click on the “Lost your password?” link on the login page.
Once you’ve logged in, the Dashboard appears. From here, you can quickly access your site’s content.
When signed in, you will see the name of your site in the Toolbar at the very top of your Dashboard. Clicking this will allow you to go to your homepage from the dashboard and vice versa.
The Toolbar also contains quick-links to create new posts, pages, and users.
Main Navigation Menu Sidebar
On the left side of the dashboard is the main navigation menu with the administrative functions you can perform. Hovering over major functions, such as Posts, will open a submenu with more options.
Posts
Posts are the principal element of the blog. From here, you can create and view all of your blog posts, categories, and tags.
Media
The Media Library is where your site’s images, videos, and files are stored. You can upload, edit, and update images from here.
Forms
Add new forms, edit form settings, and/or view form entries.
Pages
The static content on your website is typically presented on Pages. From here, you can create and maintain all your pages.
Comments
Comments are a feature of the blog, which allows readers to respond to Posts. View and manage incoming comments in this section, including replying to comments or marking them as spam.
Genesis Tools
Manage redirects, add custom scripts, adjust website settings, and update social options.
Appearance
Control how your website appears by accessing the Customizer, managing your site widgets, and updating the navigation menus.
Plugins
Plugins extend and expand the website’s functionality. We manage and update the plugins for you.
Users
Manage all of the existing site users and roles, or add new users.
Tools
Import content from other sources or export your content.
Settings
The configuration options in Settings determine how your site behaves, as well as how users and visitors will interact with your site. Generally, there is no need to change any of the settings within this section after site launch.
SEO
Improve search engine optimization for your site by adding titles and meta information, social profiles, and XML sitemaps.
How to Edit Your Posts and Pages
- Pages are generally reserved for more static content and information, i.e. the About Us page or Contact page. You can designate “Parent” pages and thus create groups of pages and sub-pages. Although pages can have a hierarchy, they cannot be categorized or tagged like posts.
- Posts are blog entries, a series of articles that are usually listed in reverse chronological order. These are generally news or informational updates. They can be tagged, categorized, and even archived on your site. Posts make up the RSS content of your blog.
Editing Posts
After clicking on the Posts menu option, you’ll see a list of your site’s posts. Hover your cursor over each row, and a few links will appear beneath each Post title:
- Edit – allows you to edit your Post (same as clicking on the post title)
- Quick Edit – allows you to edit basic Post information (such as Title, Slug, Date, Author, Categories, Tags, and more)
- Trash – sends the Post to the Trash (post will be deleted once the Trash is emptied)
- View – displays the Post (before the post is published, this will say Preview)
Editing Pages
After clicking on the Pages menu option, you’ll see a list of your site’s pages. Similar to the Posts menu, hover your cursor over each row, and a few links will appear beneath each Page title:
- Edit – allows you to edit your Page (same as clicking on the Page title)
- Quick Edit – allows you to edit basic Page information (such as Title, Slug, Date, Author, Parent, Order, and more)
- Trash – sends the Page to the Trash (page will be deleted once the Trash is emptied)
- View – displays the Page (before the page is published, this will say Preview)
How to Use the YOOtheme Builder
The YOOtheme Pro page builder allows you to create page layouts for your website with ready-to-use section, grid, and content elements. These elements can be easily added and arranged, while a preview screen allows you to see your changes visually and in real-time.
The layout library also provides a number of pre-built page layouts that can be used as a starting point. You can create a new page layout from scratch or import an existing layout from the Library.
Getting Started
After starting a new page or post, click the blue YOOtheme Builder button. (Prefer to use the Classic Editor?)
Click the plus icon to add a new section, row, or element. You can edit sections and rows by clicking the pencil icon to edit sections and rows. Click on the element itself to edit it. Hovering over the element will show you the option to Copy, Save in Library, or Delete.
Elements
Each element contains individual settings to adjust style and display, as well as Advanced settings for additional functionality options.
Accordion: display a stacked list of items that can be expanded and “collapsed
Alert: display an error message
Button: display one or multiple buttons aligned horizontally
Code: display multiple lines of code in a preformatted text block
Countdown: display a countdown timer to a specific date
Description List: display a list with customizable descriptions
Divider: display a horizontal divider
Gallery: display multiple elements, typically images, within a grid format
Grid: display multiple Panel elements, including text and headlines, within a grid
Headline: display a headline
Html: insert custom HTML code
Icon: display a scalable vector icon
Image: display an image with an optional link
List: display a list of text with or without typographical symbols
Map: display a map with markers
Newsletter: display a newsletter signup form
Overlay: display an image with a content overlay
Panel: display text with an image optionally styled like a card
Popover: display an image with markers, which open popovers
Quotation: display a quotation
Slider: display an image slider of multiple images
Slideshow: display an image slideshow with navigation options
Social: display icons linking to social media accounts
Subnav: display a horizontal navigation
Switcher: display a tabbed navigation panel with transitions through content slides
Table: display a table
Text: add text and format using standard formatting options
To Top: display an icon that scrolls back to the top of the page on click
Video: display a local video or a YouTube or Vimeo video
WP Area: display a section from Widgets
WP Widget: display a specific widget
WSI Blog Grid: display a grid of blog posts or pages
My Elements
To save one of your elements including its content and settings, hover over it and click the Save in Library button. The “My Elements” tab shows a list of your configured and saved elements with their content and settings. Click to load it into the current layout. Elements can also be renamed and/or deleted.