11 Things You Should Do When Inheriting a WordPress Site


If you may have simply inherited an current WordPress website, what must you do first?

Whether you’re a enterprise proprietor who not too long ago acquired a new web site or an workplace assistant who’s inheriting your organization’s current web site from one other staff member, you is perhaps questioning what crucial subsequent steps are.

In this text, we’ll present you the highest issues it’s worthwhile to do when inheriting a WordPress website.

Things to do when inheriting a WordPress site

What Challenges Could You Face When Inheriting a Site?

Inheriting a new WordPress website brings a lot of challenges.

Whether you’ve acquired it from one other enterprise or assigned a firm web site, getting in control with the workflow and familiarizing your self with WordPress can take time.

Similarly, operating a web site requires different instruments like email marketing software or third-party plugins. When inheriting a web site, it is best to have login credentials to all of the software program.

Other than that, your newly inherited web site won’t be safe. One of the most effective practices is to create a backup and scan your site for threats. This will assist spotlight areas that might result in a potential assault and assist you to repair them shortly.

That stated, let’s take a look at the issues it is best to do when inheriting a new WordPress website. You can click on the hyperlinks under to leap forward to your most popular part:

1. Get All The Passwords


When inheriting a WordPress website, the very first thing you will need to do is collect all of the username and password data.

This contains your web hosting password, FTP password, CDN password, area administration password, e mail advertising service password, and password to all third-party premium plugins or companies that the web site is utilizing.

We counsel scheduling a video name with the outdated developer or website homeowners as a result of they will clarify all the things intimately.

The greatest option to handle all of your web site passwords is through the use of a password manager. We suggest utilizing LastPass as a result of it really works with all of your units and permits storing passwords in a group, sharing them securely, and utilizing stronger passwords.

2. Change All Admin Password and Emails

Once you may have obtained all of the passwords, it’s worthwhile to change them.

This ensures that the earlier developer or website proprietor can’t modify something. Another factor you need to do is replace all admin contact emails so solely you possibly can reset passwords sooner or later.

You can do that by going to the Users » All Users web page within the WordPress admin space and modifying all person passwords together with contact particulars.

Add new users to WordPress

Next, it’s worthwhile to change the WordPress website admin e mail handle. WordPress makes use of it to ship essential web site notifications.

Simply go to the Settings » General web page and enter a new e mail handle.

Change admin email address

Note: We suggest putting in WP Mail SMTP earlier than altering emails to ensure all emails all the notification emails attain their recipient.

3. Take Notes and Familiarize Yourself

Take notes when inheriting a website

Before making some other website modifications, taking notes and familiarizing your self with the web site is important. If you’re unfamiliar with WordPress, see our newbie information on what is WordPress.

It is essential that you just perceive the significance and performance of every WordPress plugin used on the web site.

You would additionally need to assessment theme settings and the widgets you utilize.

You can take notes of various functionalities, options you want to change, and extra.

Note: Please write all these notes down in Google Docs, Dropbox Paper, or some other place so that you gained’t lose them.

This data will allow you to perceive all the things. If you need assistance understanding one thing, then you possibly can strive contacting the earlier proprietor or developer.

4. Setup an Automated Backup Solution

Backup your website

Backups are your first layer of protection towards any on-line mishap. The earlier website proprietor might have their very own backup plugins arrange, which can be storing backup recordsdata in considered one of their distant storage accounts.

You would need to arrange your personal backups. There are loads of wonderful WordPress backup plugins that you would be able to select from.

You must just be sure you arrange your backups on a distant location like Google Drive, Dropbox, and so on.

You additionally must create a complete WordPress backup earlier than making additional modifications to your web site. This would allow you to revert your web site in case something goes fallacious.

5. Update User Roles and Permissions

If you might be a developer engaged on a web site, you then’ll must work along with your shopper to assign user roles and permissions to their staff.

Your objective must be to restrict the administrator person position to individuals who truly must carry out admin duties. These duties embody issues like altering the theme, putting in new plugins, or including new customers to the web site.

To change a person position, merely go to Users » All Users out of your WordPress dashboard and edit a person profile. Next, scroll right down to the ‘Role’ part and choose the person position you want to assign.

Edit user roles in WordPress

If you might be working by yourself website, then you will have to assessment person entry. Create a new person account in your authors if required.

If there are older creator and editor accounts that you’ll not be working with, then it’s worthwhile to edit these person accounts and alter their e mail handle and password. See our information on how to disable user accounts with out deleting them.

6. Run Security and Performance Scans

Run scans and secure your site

Next, it’s worthwhile to guarantee that your new WordPress web site is safe and performing effectively.

For safety scans, we suggest utilizing Sucuri. It is the best WordPress security plugin in the marketplace and lets you simply scan your web site for malicious code, safety threats, and vulnerabilities.

You can see our ultimate WordPress security guide for extra particulars.

For efficiency, you should utilize any of the net website speed test tools. We suggest utilizing the IsItWP website speed test tool, which is straightforward to make use of and offers you a detailed overview of your web site velocity.

It can also be essential that you just test to see that caching is configured correctly.

Many WordPress internet hosting corporations like Bluehost and SiteGround supply built-in caching options that you would be able to activate out of your internet hosting account. You may also use a WordPress caching plugin like WP Rocket to immediately enhance your web site velocity.

If the positioning is just not operating a CDN, then it is best to think about using a CDN service. Although this isn’t required, we all the time suggest customers to make use of a CDN. For extra particulars, see our information on why you should use CDN.

For extra ideas and methods, it’s possible you’ll need to see our ultimate guide to boost WordPress speed & performance.

7. Check for Proper Tracking and web optimization Integration

Set up website tracking

If you may have inherited the possession of a new web site, then the outdated web site proprietor might have transferred the Google Analytics property to you.

Loads of web site homeowners merely add the Google Analytics code to their WordPress theme. This code disappears as quickly as you replace the theme or set up a new one.

Make positive that Google Analytics is properly installed on the web site by both utilizing MonsterInsights or by including the monitoring code outdoors the WordPress theme.

Similarly, they might have additionally transferred Google Search Console property to you as effectively.

Make positive that your website has XML Sitemaps in place for the search console. You might also need to take a look at Google Search Console studies to ensure there aren’t any crawling points or errors on the positioning.

We suggest utilizing All in One SEO (AIOSEO) as a result of it’s the best SEO plugin for WordPress. You can simply optimize your website for engines like google with out hiring an knowledgeable.

8. Implement Version Control and/or a Staging Site

Implement version control

If you’re a developer, then it’s extremely really helpful that you just implement model management for the positioning. It is pretty straightforward to make use of GitHub or BitBucket.

If you’re not a developer, then on the very least we suggest establishing a WordPress staging site that ensures that you’ve got a steady testing atmosphere earlier than pushing issues dwell. We suggest this step for all customers.

For those that’re scared to set this up, then WP Engine, a managed WordPress hosting supplier, affords a strong staging atmosphere and git model management integration.

Other small enterprise internet hosting suppliers like SiteGround and Bluehost additionally supply staging options at inexpensive costs.

9. Run a Website Clean up

Now that you’ve got familiarized your self with the venture, it’s best to scrub out all of the pointless issues. Delete all inactive themes and plugins. Delete all person accounts that aren’t wanted.

Log in to your WordPress database and optimize it. Some unhealthy plugins go away their database tables even after they’re deleted. If you discover any of these, then it’s best to delete them.

See our beginner’s guide to WordPress database management to securely optimize the WordPress database.

10. Review Plugin Settings

Review plugin settings

A typical WordPress web site makes use of a number of plugins which will nonetheless be referring to outdated homeowners. If you may have taken possession of a web site, you then would need to change that.

For instance, the contact form plugin on the web site should be sending notifications to outdated e mail addresses. WordPress web optimization plugin should be pointing to earlier homeowners’ social media profiles.

You can uncover a few of these issues by wanting on the web site and testing all its options. You may also assessment plugin settings and replace them if wanted.

11. Upgrade Your Hosting Service

Upgrade your website hosting

After operating the web site velocity take a look at, in case your web site remains to be gradual regardless of utilizing caching, then it’s time to improve your internet hosting.

If it’s a shopper web site, then your efficiency checks ought to allow you to persuade the shopper to maneuver. If you personal the web site your self, you then simply want to decide on the correct net host.

We suggest utilizing SiteGround or Bluehost as they’re one of many largest internet hosting corporations and formally really helpful WordPress internet hosting suppliers.

If your web site has outgrown shared internet hosting, then it’s possible you’ll need to think about using a managed WordPress hosting service like WP Engine.

See our information on find out how to move WordPress to a new host for step-by-step directions to maneuver your web site.

We hope that this text supplied some insights on what it is best to do when inheriting a WordPress website. You might also need to see our information on the best WooCommerce plugins and the ultimate WordPress SEO guide for beginners.

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