8 Steps to Taking Over an Existing WordPress Website

Superficially, a current site needing upkeep is a blessing. No improvement or construct required; simply check the dials on calendar, be prepared on the off chance that anything goes astray, and charge the customer. All things considered, obviously, this is WordPress, and in spite of the fact that we cherish it, it is never fully that simple. A site you didn't manufacture is an obscure substance, and most customers have almost no information of their site "in the engine," as long it seems, by all accounts, to be working.

Experience the accompanying admission agenda while tolerating the board of WordPress locales you didn't fabricate. These means are intended to enable you to assess the site rapidly, so you don't invest excessively energy getting ready for action.

  

  Access:

• WordPress dashboard: Obviously, you will need administrator-level access to the site’s WordPress dashboard. Once in, remove access for the previous developer/site owner.
• Hosting access, FTP/sFTP, and cPanel, if used.
• CDN access, if used: For more about whether a CDN is necessary, read our post.
• Domain registrar: This may or may not be necessary, depending on the level of management you are providing. If your contract is to simply keep everything up-to-date and running efficiently, then you shouldn’t need this. If, however, you will move the hosting or have other tasks that require domain access, then get it.
• Passwords: Once you have checked all of the above boxes, change all of their passwords and keep a secure record of the new ones. This removes access any prior site managers had.

Backup Solution:

• Does it have one? If not, adding a backup solution is a top priority before you do anything past logging in and updating the password. Then, create an initial backup for yourself before making any other changes.
• If it already has a backup solution, where do the backup files go? They may go to your predecessor, to the client — who generally has little knowledge of how to retrieve them — or to the site’s hosting account. Make sure the files go to a place you can access easily and quickly, if needed.
• If the existing backup solution is a premium add-on, check whether the account is paid by your client or your predecessor. If it’s your predecessor’s account, see list item 6.

Security Protocol:

 

• Does it have one? If not, adding a security plugin is priority number two. Once configured, run a diagnostic on the site to be sure you are starting out in a healthy environment. Also consider running through this 32-part security checklist. If the diagnostic turns up unhealthy code, you should address that with the client ASAP. Demonstrate how the issue started on someone else’s watch, and decide how to proceed. If you will dig into the fix yourself, but you’re not well-versed with how, read this to get started.
• If the site already has a security protocol, what email address is receiving alerts? Likely, it is not the client. Be sure to update this so you get the notifications.
• If the existing security plugin is a premium add-on, check whether the account is paid by your client or your predecessor. If it’s your predecessor’s account, see list item 6.

 General Site Contact and Admin-Level Users:

 

• Check the site’s Settings to see what email address is listed as a general point of contact. If it’s the client, you can likely leave it alone. If it is another service provider, then the client likely expects you to be the point of contact for any site issues that may arise. If this is part of your service contract, then put your email address here. If not, discuss with your client.
• Look for the previous WordPress contractor among the list of Users, especially in the Admin tier, and remove their access.

 Check for an SSL certificate:

• Does it have one? If not, add it.

 Premium Content with Renewable Licenses:

• Take inventory of every premium feature of this WordPress build. The developer who built the site might have issued an itemized invoice to the client with these items listed, but chances are good that such a list doesn’t exist.
• Ask the client which parts they paid for. If they only ever paid the developer, then all of the premium licenses lie with her.
• Some add-ons are not premium, but still require accounts to grant API keys and updates. Take inventory of these, too, and get access to them.
• Pour over your list of licenses and add-on accounts. If they are all controlled by the client, then you can proceed to the next step. If the previous developer controls any accounts, you may need to contact them, if possible. If this is not possible, the premium add-ons may need to be re-purchased (if not right away, then eventually). Talk with your client about how to purchase, and adjust your costs accordingly.

Management Plugin:

• Locate and remove any existing management plugin. It might be embedded in the WordPress install from a host, or added as a plugin. (Note: You can leave this alone if you have full access to hosting, and hosting isn’t changing.)
• Install your preferred management plugin.
• If you don’t yet use this time-saving solution, here’s a primer on site management plugins.
  Consider WPMU DEV Dashboard, a site management solution, which integrates with The Hub for one-stop management of all of the sites you oversee.

Start to Manage:

Review this excellent post that will walk you through site management best practices going forward, once you are sure the WordPress site now in your charge is clean, efficient, and up to your professional standards. 

 As you experience the above agenda, particularly in the wake of perusing the post connected in stage 8, you are probably going to discover new open doors for administrations you can offer that go past unimportant updates. For instance, are the pictures improved? How quick do the pages stack? Are the pages SEO enhanced? Go for a walk through our rundown of site execution advancement modules, including Hummingbird, Smush, and SmartCrawl for extended administrations you can offer your support customers that won't expect you to include new ranges of abilities.

Want to make your onboarding process more efficient?

Wordpress is an open source content management system (CMS) which is freely available online. You can build any kind of website very easily on WordPress. For all types of Wordpress Support services you can easily contact us on WordPress Support Number +1-877-863-5655. It is toll free and available 24*7. 

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