White-labeling isn’t only visual. It’s about who can do what. Use User & Role Manager to give the client a role that matches their needs (e.g. Editor or a custom “Client” role) and create or confirm their user so they have a clear, secure first login.
1. Open User & Role Manager
Go to User & Role Manager.
You’ll manage roles (permissions) and users (who can log in and with which role).
2. Choose or create a client role
If an existing role fits (e.g. Editor for content-only access), use it.
If not, create a custom role (e.g. “Client” or “Site owner”):
Name it something the client will recognize.
Grant only what they need: e.g. edit posts/pages, upload media, view the dashboard. Do not grant access to plugins, themes, or sensitive settings unless required.
Restrict access to Settings, User & Role Manager, and Debug/Performance so the client can’t accidentally change branding or break the site.
Save the role.
3. Create or update the client user
Create a new user for the client (or locate their existing account).
Use a professional email (theirs or a shared contact).
Set a strong password (or use “Send password reset” so they set their own).
Assign the client role you configured above.
If they already have a user, change their role to the client role and remove any higher privileges they don’t need.
4. Optional: Notifications
Go to Settings → Notifications.
Enable only the alerts that are useful for the client (e.g. pending comments, updates). Turn off noisy or technical notifications so the Notification Center stays relevant.
Result
The client has a dedicated user and role, and (optionally) sensible notifications. In Step 6 we’ll run through a short handover checklist so you can ship with confidence.