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Role based admin

Who this guide is for

Different people use the same site—editors, shop staff, admins—and you want each role to see a different top bar, sidebar baseline, and menu items.

Two tools that work together

  1. Role assignments — which layout preset each WordPress role gets.
  2. Role visibility matrix — which admin menu items each role may see (checked = visible).

How EdminBoost picks a layout for someone

When a user logs in, EdminBoost looks at their roles, finds the first role with a preset assignment, and applies that preset’s top bar and sidebar baseline.

Roles with no assignment use the global layout you saved on Top Bar and Menu Studio.

Step 1 — Pick or build layouts per role

Go to Layout Presets.

  • Use by role presets (one template per editable WordPress role), or
  • Use by use case presets (Client’s Website, Shop Manager, Power User, etc.), or
  • Build your own on Top Bar + Menu Studio, then Save current layout as preset.

Step 2 — Assign presets to roles

On Layout Presets, find the role assignment rows.

  • For each role (Administrator, Editor, Shop manager, …), choose a preset from the dropdown.
  • Save.

Step 3 — Hide menu items per role

Scroll to the role visibility matrix.

  • Rows = admin menu items (including submenus).
  • Columns = roles.
  • Checked = that role can see the item.
  • Unchecked = hidden for that role.

Notes:

  • Dashboard, Plugins, and EdminBoost (top level) stay visible and locked—you cannot accidentally hide them.
  • Submenu rows show the parent menu name; hiding one submenu hides only that entry.
  • Items the role cannot access by WordPress capability may appear restricted in the matrix.

Step 4 — Save and test

  • Click Save on Layout Presets.
  • Log in as each role (or use a user switching plugin) and confirm top bar + sidebar match expectations.

Custom sidebar links

Links you add in Menu Studio are kept when a role preset is applied—they merge back in at runtime. Hide them in the matrix if a role should not see them.

Top bar and capabilities

Even with a busy top bar configured, users only see links their WordPress capabilities allow. The matrix controls menu visibility; capabilities still apply.

Common setups

  • Editors: Content Editor or Client’s Website preset; hide Plugins, Tools, Settings.
  • Shop staff: Shop Manager preset; matrix limited to orders and products.
  • Developers: Power User preset with drawer links to Plugins and Tools; full matrix for Administrators only.

Tips

  • Change assignments before fine-tuning the matrix so checkboxes align with each preset’s baseline.
  • After big plugin installs, reopen Layout Presets—new menu items appear in the matrix.
  • Document which role gets which preset for your team or clients.

How can we help?