YOUNGCARUSO

Updating youngcaruso.com

Step-by-step instructions for the edits you will make most: team bios, page copy, images, and projects. Every topic links to the exact moment in the training recording with Abby, so you can watch the steps in action.

Jump to that moment in the video Click any screenshot to enlarge it Press / to search

Find it fast

What you see on the live site, and where to change it in the dashboard.

On the live siteChange it here
Team photos, titles, bios, phone numbersTeam › All Team Members. Edit a team member
Copy and banners on Services, Studio, Contact, HomePages › All Pages. Edit page copy
Rotating banner photos at the top of a pageThe Images area on that page. Change banner images
Project pages, project photos, project dataPortfolio › All Projects. Edit a project
Which sector page a project appears on, and its related projectsThe Sectors box on the project. Sectors and related projects
The photo on a project cardFeatured image on the project. Featured image
Main menu and footer linksAsk FUZE. Creating a new page
Colors, fonts, overall stylingSet by FUZE. What to leave alone

Getting started

Log in to the website

The dashboard (the back end) is where all edits happen. You will have your own username and password.

youngcaruso.com/wp-admin
  1. Watch for an email from the website after FUZE creates your account. Use the link in it to set your own password.
  2. Go to youngcaruso.com/wp-admin. Bookmark it.
  3. Enter your username or email and password, then click Log In.
  4. Forgot your password? Click Lost your password? under the login box and follow the email.
The login screen. Lost your password? is under the Log In box.

The live site and the dashboard

While logged in, keep the live site open in a second browser tab so you can flip back and check your changes.

  1. When you visit the live site while logged in, a black toolbar appears across the top. Only logged-in users see it. Visitors never do.
  2. Use Edit Page in that toolbar to jump straight to the editor for the page you are looking at.
  3. After you save a change in the dashboard, refresh the live site tab to confirm it.
The toolbar on the live site appears only because you are logged in.

The dashboard menu

The menu on the left has a lot in it. You only need five items.

TeamTeam members on the Studio page and their bios. How to edit
PagesHome, Services, Studio, Contact and other pages. How to edit
PortfolioAll projects. They live here, separate from Pages. How to edit
MediaEvery image on the site. Media Library
UsersWho can log in. Add a user
The dashboard. Portfolio, Team, Media and Pages are grouped near the top of the menu.

Team members

Changes here update the Studio page and the team pop-ups.

Edit a team member

Update a title, bio, photo, phone number or key projects.

Team › All Team Members
  1. Click Team in the left menu. You will see everyone listed.
  2. Click the person's name to open them.
  3. Make your changes. Each field matches a spot on the Studio page:
    PhotoBlack and white headshot shown on the Studio page
    Modal PhotoColor headshot shown in the pop-up after Read More
    Role / TitleTitle under the name
    Short BioThe short summary shown before someone clicks Read More
    Full BioThe complete bio in the pop-up
    PhonePhone number in the pop-up
    Projects LinkWhere the Projects link on their row goes
    Key ProjectsThe project names listed on their row. Use + and the minus sign to add or remove rows.
  4. To change a photo, click the photo and choose a new one from the Media Library, or upload one. See Change images.
  5. Click the blue Update button. Your changes go live right away.
  6. Refresh the Studio page on the live site to check it.
Edit Team Member. Update is in the Publish box on the right.
Short Bio and Full Bio.
Phone, Projects Link and Key Projects.
How the same information appears on the live Studio page.

Add a new team member

The fastest way is to copy an existing team member and replace the details. Everything stays formatted the same way.

Team › All Team Members
  1. In the Team list, hover over any team member. A row of small links appears under the name.
  2. Click Duplicate This. A copy is created as a draft and opens for editing.
  3. Change the name at the top, then replace both photos, the title, bios, phone and key projects.
  4. Click Publish. The new person appears on the Studio page.
Made a copy by mistake? Click Move to Trash in the Publish box.
Hover a name to show Edit, Quick Edit, Trash and Duplicate This.
The duplicate opens as a Draft. Rename it, replace the content, then Publish.

Pages and images

Home, Services, Studio and Contact. Projects are under Portfolio instead.

Edit page copy

Every page is broken into labeled sections that run top to bottom in the same order as the live page. The Services page is shown here. Other pages work the same way.

Pages › All Pages
  1. Click Pages in the left menu to see every page on the site.
  2. Click the page name, for example Services.
  3. Find the section you want under Page Sections. Each one is labeled:
    Inner Page HeroThe banner at the top: Title, Body Text, Description and banner Images
    Service InfoCaps Title (the lead-in line), Description (the paragraph) and Image
    Service OfferingsOne row per service: Title, Description, Outcome and Image
  4. Edit the text directly in the boxes.
  5. Scroll back up and click Update. Then refresh the live page to check it.
The Services page editor. The Inner Page Hero is the first section.
Service Info section.
Service Offerings, one row per service.

Image size and shape

Two checks before you upload any photo.

  1. Use web-sized images. Full-resolution camera files (often 10 to 20 MB) slow the site down. The uploader will accept files up to 50 MB, so it will not stop you. Resize first. A good target is about 2000 pixels wide and under 1 MB.
  2. Match the shape of the photo you are replacing. Banners are wide, horizontal images. A vertical photo will not work in a banner spot.

Creating a new page

You can build a new page by copying an existing one. Adding it to the main menu and footer is a separate step that FUZE can handle.

Pages › All Pages
  1. Hover over a page with a similar layout and click Duplicate This.
  2. Rename it, replace the content, and click Publish (or Save Draft if it is not ready).
  3. Email Abby to add the page to the main menu and the footer menu. These are two separate menus.
Hover a page in the list to show Duplicate This.

Media Library and bulk upload

One library holds every image on the site. It is the same library that opens when you change a photo on a page.

Media › Library
  1. Click Media in the left menu to browse, search and filter every image.
  2. To upload several photos at once, click Add Media File, then drag files into the box or click Select Files.
  3. A good habit: upload new project photography here as soon as you receive it, so it is ready when you build the project.
Add Media File opens the upload area above the library.

Projects

Every project lives under Portfolio in the left menu.

Edit a project

Project editing is organized into four tabs. Work through them left to right.

Portfolio › All Projects
  1. Click Portfolio in the left menu and click the project name.
  2. Project Info tab:
    Banner ImagesPhotos across the top of the project page. If left empty, the Featured Image is used.
    Location, Project Type, Project ScaleProject details
    Project DataThe dark sidebar on the project page. Each row has an icon, a label (Client, Architect of Record, Scope, Completion) and a value.
    Short DescriptionThe one-line summary on the project card in sector listings
    Project TeamThe team members shown in the sidebar, with photo, name and role
  3. Project Content tab: the main project description.
  4. Gallery tab: two galleries, As Built for completed project photography and Design Phase for 3D renders. Add and remove photos the same way as banner images.
  5. Related tab: leave it alone. Related projects fill in automatically by sector.
  6. Click Update to push your changes live.
Edit Project. The four tabs, the Update button and the Sectors box.
Project Data rows feed the dark sidebar on the live page.
Short Description and Project Team.
Project Content tab.
Gallery tab: As Built and Design Phase.

Sectors and related projects

The sector you check decides where a project appears. Sector pages, project counts and related projects all update on their own.

Portfolio › the project › Sectors box
  1. In the Sectors box on the right side of the project, check the sector it belongs to.
  2. Click Update or Publish.
  3. The project appears on that sector's page and the sector count goes up automatically.
Important: a project with no sector checked will not appear anywhere on the live site.
The Sectors box. Check one sector.
A sector landing page lists every project checked for that sector.

Add a new project

Duplicate an existing project and replace its content. It is easier to work from a filled-in project than a blank one.

Portfolio › All Projects
  1. Hover over a similar project in the list and click Duplicate This.
  2. Open the copy. It is marked Draft. Change the title first so it is easy to tell apart.
  3. Work through all four tabs, check the right sector, and set the featured image.
  4. Click Publish.
Prefer to start from scratch? Click Add New Project at the top of the list. It uses the same template with every field blank.
Hover a project to show Duplicate This. Add New Project is at the top.

Saving and publishing

Drafts, Save Draft and Publish

Use drafts to work on something without it going live, or to have a colleague review it first.

Save DraftSaves your work without putting it on the live site. Anyone logged in can open and review it.
PreviewOpens a preview of the draft so you can see how it will look
PublishPuts a new team member, page or project on the live site
UpdateSaves changes to something already live. They go live immediately.
Draft labelThe word Draft next to a title in any list means it is not live yet
Good to know: on anything already live, Update publishes your changes right away. To prepare a bigger rewrite for review first, duplicate it, edit the copy as a draft, and publish when it is approved.
Save Draft and Preview sit above Publish.
Draft appears next to unpublished items.

Edit vs. Quick Edit

Both links appear when you hover over an item in a list.

EditOpens the full editor with every field
Quick EditChanges only the title, URL (slug), date, sector and status, right in the list. Handy for renaming a duplicate.
Quick Edit opens inside the list.

Remove something

Remove a team member, page or project you no longer need.

  1. Hover over it in the list and click Trash, or open it and click Move to Trash in the Publish box.
  2. Changed your mind? Click the Trash link at the top of the list and choose Restore.

Users and site settings

Add a user

Give someone else access to the dashboard.

Users › Add User
  1. Click Users in the left menu, then Add User.
  2. Fill in their username, email, first and last name.
  3. Leave Send User Notification checked. They will get an email to set their own password.
  4. Set Role to Administrator. Everyone at YoungCaruso who edits the site should be an Administrator.
  5. Click Add User.
Users list. Add User is at the top.
Set Role to Administrator, then Add User.

What to leave alone

These menu items control how the whole site is built and styled. FUZE manages them.

Appearance, Theme SettingsSite-wide colors, fonts and layout
Plugins, Settings, ACF, ToolsSite configuration
CommentsBuilt into WordPress. Not used on this site.
PostsThe blog. Set up but not live yet. See Blog and news.
You may see notices at the top of dashboard screens (for example, a yellow FluentSMTP box). You can ignore them.

Colored dots and numbers in lists

The colored dots and number columns on the right side of the Pages and Projects lists come from an SEO tool. They are not visitor statistics.

Colored dotsSEO and readability scores
Number columnsHow many internal links each page has

For traffic numbers, use Google Analytics. See Website analytics.

The SEO columns on the right of the Pages list.

Website analytics

Google Analytics tracks visits to each page, clicks and how long people stay. It is connected to the site but lives in its own Google dashboard, outside WordPress.

  1. Access requires a Google account. A shared company login (for example, a dedicated Gmail address for analytics) keeps access in place if someone leaves.
  2. FUZE will share the account. Dave at FUZE can walk you through what to look for.

Blog and news

A blog layout is built into the site and ready to turn on once there is content. It sits under Posts.

BlogLonger articles, thought leadership and project stories
NewsShort updates: conferences, new hires, posts shared on LinkedIn

The two can live together or separately. Decide what fits, then let FUZE know and we will switch it on.

Getting help

If something does not look right or you are not sure where to make a change, email Abby at FUZE. Include the page link and a screenshot if you can.

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