About this plugin
When a web agency hands a site over, the client’s first question is usually
”. A PDF sent by email gets lost. Robse Client
Manual keeps the answer inside the admin, next to the screens the client uses.
You write the manuals in the block editor. Your clients read them. Only
administrators can create, edit or delete a manual; editors, authors and other
roles can only read.
Features
- Any number of manuals, with contents. The reading screen lists the manuals
on the left and builds an “On this page” list from the H2 and H3 headings.
Set the order with the Order field.
- Search. A keyword search across every manual, with the matching passage
highlighted.
- Choose who sees each manual. Pick roles per manual (for example, only
Editors). Leave it empty to show it to everyone. People who can see no manual
do not get the menu at all.
- “How to use this screen”. Link a manual to admin screens such as the Posts
list or the Media Library. Those screens then show a button in the toolbar and
a tab in the Help panel that open the manual. Administrators can see each
screen’s ID in the Help panel, so any screen — including ones added by other
plugins — can be linked.
- Dashboard notice. A notice at the top of the Dashboard points new users to
the manual. Its title, text and button, and the menu label, can be changed.
- Print or save as PDF. Print a single manual, or all of them with a cover
and contents, one manual per page.
- Export and import. Save every manual to a JSON file and import it on the
next client’s site, so you do not rewrite the same instructions for every
project.
- Starter manuals. On first activation, four short manuals are created in
the site language: Getting started, Writing a post, Adding images and Logging
out.
The plugin makes no external requests and adds nothing to the front end of
the site.