Handoff scans this WordPress installation, simplifies wp-admin around what your client actually needs, adds guidance, and creates a clear record of who manages what.
Usually takes 5–10 minutes
1
Scan the site
Find the content, tools and admin areas already installed.
2
Choose client access
Decide what belongs in your client’s simplified WordPress experience.
3
Complete handover
Add guidance, record responsibilities and finish with a clear handover summary.
Safe to explore. Nothing will change for existing users until you complete the wizard, preview the new client view and confirm it.
Scanning this installation…
Checking content types
Handoff setup · Client setup
What should your client manage?
Handoff has mapped this installation. Choose which areas should appear in your client’s simplified WordPress experience.
✓ Site scan complete — 21 areas foundNo changes have been made. Your selections will not be applied until final review.
0 areas selected for the client
You’ll preview the client experience before anything is applied.
Handoff setup · Client preview
Preview your client’s WordPress
This is a simulation of what your client will see. No changes have been applied yet.
Client theme
✓ Preview modeExisting users and permissions are unchanged.
Acme Ltd
Client WordPress
Client User
Welcome to Acme Ltd
Manage your website
Use the tools below to keep your site up to date. If you need help, support is available from your web team.
Client dashboard
Handoff setup · Guidance & support
Add guidance and support
Add optional guidance to help your client manage the site. This will appear as information boxes in the client view.
Guidance is optionalAdd it only where your client is likely to need extra help.
Client areas
0 guides added
Handoff setup · Responsibilities & ownership
Who manages what?
Record who owns key website accounts and who is responsible for ongoing management, so the client has a clear handover record.
This is a handover record onlyNothing here changes billing, licences, hosting, user access or maintenance arrangements. Handoff simply records the responsibilities you confirm.
Accounts & ownership
Where do the important website accounts and assets sit?
Ongoing responsibilities
Multiple parties can be selected where responsibility is shared.
Handoff setup · Review & complete
Ready to hand over
Review the client experience, choose who should receive it, and confirm the handover when you’re ready.
Nothing has changed yetHandoff will only apply the client view and access settings when you press Complete Handoff. You can still go back and edit anything below.
Client users
Who should receive this client view?
Select existing WordPress users or create a new client account before completing the handover.
✓
Handoff complete
Acme Ltd is ready for your client.
The new client dashboard, access settings, guidance and handover record are now active.
Client view activated for
What would you like to do next?
Your Handoff setup is saved
You can return at any time to change client access, update guidance, add users or amend the handover record.
Build sites like this regularly?
You can save this configuration as an agency template to speed up future handovers.
Help shape Handoff
Would you use Handoff?
We’re deciding whether to build this for real and would really value your feedback. It takes about 60 seconds.