To hit that perfect sweet spot between simplicity, consistency, and covering 99% of agency use cases, we should use a unified naming convention based around the word “Site”.
By keeping the native WordPress Administrator role but visually renaming it, we can create a perfectly cohesive 4-tier system:
- Agency Admin(You)
- What it is: The native WordPress Administrator role (visually renamed).
- What it does: Complete God-mode access. You manage plugins, themes, updates, and the Handoff Suite settings.
- Site Manager(The Client Owner)
- What it is: A new custom role based on the native “Editor” capabilities.
- What it does: Full control over the day-to-day business operations. They can edit all pages, publish posts, view form submissions, and manage WooCommerce orders. (You will use your Menu Manager to hide plugins/settings from this role).
- Site Editor(The Client’s Staff)
- What it is: A new custom role based on the native “Author” capabilities.
- What it does: Strictly content creation. They can write and publish blog posts or articles, but they cannot edit the main static pages (like the Homepage) or mess with site settings.
- Site Customer(The End User)
- What it is: A new custom role based on the native “Subscriber” capabilities.
- What it does: Read-only access. Used for people who create an account to buy WooCommerce products, leave comments, or access membership content.
This structure completely removes confusing WordPress jargon (like “Author” or “Contributor”) and replaces it with professional, self-explanatory titles.
Here are the updates required across your files to perfectly implement this new role suite:
