Quick-reference guide

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Here’s a quick-reference guide you can give a client or new site owner –  explaining Pages vs Posts, when to use Breakdance, and how to manage Fluent Forms:

✏️ Why Log In as Editor

Logging in as an Editor is ideal for day-to-day website content updates. You’ll want to use this when you:

  •  Add or edit pages and blog posts 
  •  Update text, images, or video on the site
  •  Manage categories, tags, and menus
  •  Preview changes before publishing

    ?️ Editors can’t change core settings or install plugins, which helps protect the website from accidental damage.

?‍? Why Log In as Admin

Logging in as an Administrator gives you full control of the website. You’ll need this role when you want to:

  •   Manage settings – like SEO, performance, security, backups, and integrations
  •   Install or update plugins and themes
  •   Create or edit user accounts (including password resets)
  •   Access advanced builder settings and site-wide layout options
  •   Troubleshoot or restore the site if something breaks

    ? But be careful: Admins can accidentally break things if the wrong settings are changed or a plugin conflicts.

? Pages vs Posts –  Quick Tips

PagesPosts
Static content (e.g. Home, About, Contact)Blog/news updates that change over time
Organised in menus/navigationOrganised by category or tag
Not listed in the blog feedAutomatically show in blog feed
Edit with BreakdanceEdit in Post editorUse minimal styling – Page styled with templates
Has an Archive displaying all postsTags and Categories also have archive page

?️ Edit with Breakdance

  • Use Breakdance for Pages where you want full design control (like the homepage, about pages, )
  • Go to Pages > All Pages → Hover → Edit with Breakdance
  • Be careful not to switch between Breakdance and the default WordPress editor –  it can cause layout issues.
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