Create Client Site

Create Site from Base

These instructions should work for creating a new site for a client.  Following these instructions will create a theme that borrows its functionality and code from a base theme; this enables us to make changes to the base theme and have it “cloned” down to all child themes almost instantly.

  1. Create TEMP site based off of www.servicecorps-sf.org (do not build on tcheetah01 which is the server it resides on)
  2. Login to created site
  3. Go to Appearance > Themes and Activate the parent theme that was selected by the client
  4. Go to Appearance > Child Theme and create a child theme which is based off the base
    • Theme Name = Clients Site Name
    • Description = Include date of creation and any other relevant information
    • Author = Digital Cheetah Solutions
  5. Ensure the child theme was automatically activated.
  6. Go to Appearance > Customize and change the parameters as agreed to by the client.  If there is a very specific color scheme required by the client; let a designer know.  It will be beneficial to hard code it as a Palette option selectable on the customize screen
    • IN PROGRESS: A demo account can be created using the Users > Add New page.  Assign the “test” user the role of demo; from there they can go to https://domain.com/wp-admin/customize.php and view the customize options if needed.
  7. Settings > General : update WordPress Address and Site Address fields to use secure connection (https://)
  8. The site is now ready for content and other variables as traditionally set.

Prepare Site for Go-Live

TBD