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kevininspace

Client Handoff Guidelines When Using Pagelines

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kevininspace    0
kevininspace

I've been looking around these forums to see how others handle the client handoff when developing and delivering and PageLines Pro site.

 

Specifically, should I logout of my Pro account before handing off?

Are there any other guidelines or recommendations from either PageLines staff or the community?

 

Any examples or pointing me to existing topics would be great.

 

Thanks!

Kevin

 

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catrina    103
catrina

 

Specifically, should I logout of my Pro account before handing off?

 

 

Are you referring to the account credentials in PageLines > Dashboard > Your Account?

 

There aren't any set guidelines posted anywhere, but I would offer the following advice:

  • Make sure they do not click any "Reset to default" buttons in the options pages UNLESS they want to reset ALL settings in all of the tabs on that page.
  • Send them this documentation so that they can become familiar with Framework: http://support.pagelines.me/docs
  • Inform them that they should not edit any of the core files directly.

Please read the docs before posting. Please do not private message me unless I ask you to.

Designer | Catrina Dulay

Founder | Catrina and Mouse

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kevininspace    0
kevininspace

Are you referring to the account credentials in PageLines > Dashboard > Your Account?

 

Yes, exactly.

 

Your other suggestions are excellent. I guess I could also create another user and use one of the many admin plugins to limit the visibility of the PageLines admin menu. Would this be wise?

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catrina    103
catrina

The account credentials will need to stay there unless they are getting a PageLines account for themselves. (The credentials are needed there so that the Framework can still receive updates)

 

You can try hiding the PageLines tab with a plugin, but I don't have a recommendation for any certain one. Sometimes the PL tab still shows regardless and in case it does, just inform the client that they need to be careful when changing settings and using the Docs as a guide so that they understand what they're adjustments can do.

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Please read the docs before posting. Please do not private message me unless I ask you to.

Designer | Catrina Dulay

Founder | Catrina and Mouse

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