{"id":391355,"date":"2026-11-02T13:06:01","date_gmt":"2026-11-02T13:06:01","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/robse-client-manual\/"},"modified":"2026-11-02T13:05:32","modified_gmt":"2026-11-02T13:05:32","slug":"robse-client-manual","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/robse-client-manual\/","author":23557140,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"2.1.1","stable_tag":"2.1.1","tested":"7.1.4","requires":"5.8","requires_php":"7.4","requires_plugins":null,"header_name":"Robse Client Manual","header_author":"Robse LLC","header_description":"Put an operation manual for your clients inside the WordPress admin. Multiple manuals with contents and search, per-role visibility, \"How to use this screen\" buttons, printing, and export\/import.","assets_banners_color":"","last_updated":"2026-11-02 13:05:32","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/robse.jp\/plugins\/robse-client-manual\/","header_author_uri":"https:\/\/robse.jp\/","rating":0,"author_block_rating":0,"active_installs":0,"downloads":42,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":{"2.1.1":{"tag":"2.1.1","author":"robsejp","date":"2026-11-02 13:05:32","revision":3779842}},"upgrade_notice":{"2.1.0":"<p>First WordPress.org release. Settings and visibility from 2.0.0 are migrated automatically.<\/p>"},"ratings":[],"assets_icons":{"icon-128x128.png":{"filename":"icon-128x128.png","revision":3779842,"resolution":"128x128","location":"assets","locale":"","width":128,"height":128}},"assets_banners":[],"assets_blueprints":{},"all_blocks":[],"tagged_versions":["2.1.1"],"block_files":[],"assets_screenshots":[],"screenshots":{"1":"The reading screen: contents, search and an \"On this page\" list.","2":"The Dashboard notice.","3":"The Display settings box on the manual editor.","4":"The \"How to use this screen\" button and Help tab on a linked screen.","5":"Export \/ Import."}},"plugin_section":[262246],"plugin_tags":[466,434,6941,3066,2827],"plugin_category":[],"plugin_contributors":[278315],"plugin_business_model":[],"class_list":["post-391355","plugin","type-plugin","status-publish","hentry","plugin_section-dashboard-widgets","plugin_tags-client","plugin_tags-dashboard","plugin_tags-documentation","plugin_tags-help","plugin_tags-manual","plugin_contributors-robsejp","plugin_committers-robsejp"],"banners":[],"icons":{"svg":false,"icon":"https:\/\/ps.w.org\/robse-client-manual\/assets\/icon-128x128.png?rev=3779842","icon_2x":false,"generated":false},"screenshots":[],"raw_content":"<!--section=description-->\n<p>When a web agency hands a site over, the client's first question is usually\n\"where do I click to change this?\". A PDF sent by email gets lost. Robse Client\nManual keeps the answer inside the admin, next to the screens the client uses.<\/p>\n\n<p>You write the manuals in the block editor. Your clients read them. Only\nadministrators can create, edit or delete a manual; editors, authors and other\nroles can only read.<\/p>\n\n<h4>Features<\/h4>\n\n<ul>\n<li><strong>Any number of manuals, with contents.<\/strong> The reading screen lists the manuals\non the left and builds an \"On this page\" list from the H2 and H3 headings.\nSet the order with the Order field.<\/li>\n<li><strong>Search.<\/strong> A keyword search across every manual, with the matching passage\nhighlighted.<\/li>\n<li><strong>Choose who sees each manual.<\/strong> Pick roles per manual (for example, only\nEditors). Leave it empty to show it to everyone. People who can see no manual\ndo not get the menu at all.<\/li>\n<li><strong>\"How to use this screen\".<\/strong> Link a manual to admin screens such as the Posts\nlist or the Media Library. Those screens then show a button in the toolbar and\na tab in the Help panel that open the manual. Administrators can see each\nscreen's ID in the Help panel, so any screen \u2014 including ones added by other\nplugins \u2014 can be linked.<\/li>\n<li><strong>Dashboard notice.<\/strong> A notice at the top of the Dashboard points new users to\nthe manual. Its title, text and button, and the menu label, can be changed.<\/li>\n<li><strong>Print or save as PDF.<\/strong> Print a single manual, or all of them with a cover\nand contents, one manual per page.<\/li>\n<li><strong>Export and import.<\/strong> Save every manual to a JSON file and import it on the\nnext client's site, so you do not rewrite the same instructions for every\nproject.<\/li>\n<li><strong>Starter manuals.<\/strong> On first activation, four short manuals are created in\nthe site language: Getting started, Writing a post, Adding images and Logging\nout.<\/li>\n<\/ul>\n\n<p>The plugin makes no external requests and adds nothing to the front end of\nthe site.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Install the plugin from Plugins &gt; Add New, or upload the <code>robse-client-manual<\/code>\nfolder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n<li>Activate it. A <strong>Client Manual<\/strong> menu appears with four starter manuals.<\/li>\n<li>Edit the starter manuals for your client's site, or add your own from\nClient Manual &gt; Add New.<\/li>\n<li>Give your client an Editor account (an Administrator could edit the manuals).<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"who%20can%20edit%20the%20manuals%3F\"><h3>Who can edit the manuals?<\/h3><\/dt>\n<dd><p>Only users with the <code>manage_options<\/code> capability \u2014 normally administrators.\nEveryone else can only read the manuals they are allowed to see.<\/p><\/dd>\n<dt id=\"how%20do%20i%20change%20the%20order%3F\"><h3>How do I change the order?<\/h3><\/dt>\n<dd><p>Use the Order field in the editor's sidebar. Lower numbers come first. The\nstarter manuals use 10, 20, 30 and 40.<\/p><\/dd>\n<dt id=\"the%20screen%20i%20want%20is%20not%20in%20the%20list%20of%20screens\"><h3>The screen I want is not in the list of screens<\/h3><\/dt>\n<dd><p>Open that screen as an administrator, open Help at the top right and choose\nthe \"Manual link\" tab. It shows the screen ID. Enter it under \"Other screen\nIDs\" in the manual's Display settings box.<\/p>\n\n<p>The block editor does not show the toolbar or the Help panel, so the button\ncannot appear while a post is being edited in it.<\/p><\/dd>\n<dt id=\"images%20are%20missing%20after%20an%20import\"><h3>Images are missing after an import<\/h3><\/dt>\n<dd><p>Image URLs in the content still point to the site the manuals were exported\nfrom. Replace the images after importing if that site is not reachable.<\/p><\/dd>\n<dt id=\"is%20the%20imported%20content%20filtered%3F\"><h3>Is the imported content filtered?<\/h3><\/dt>\n<dd><p>Yes. Imported content is passed through <code>wp_kses_post()<\/code>, so scripts and other\nunsafe markup are removed even when an administrator imports the file.<\/p><\/dd>\n<dt id=\"what%20happens%20to%20the%20manuals%20if%20i%20delete%20the%20plugin%3F\"><h3>What happens to the manuals if I delete the plugin?<\/h3><\/dt>\n<dd><p>They stay in the database. Deleting the plugin removes only its settings. Move\nthe manuals to the Trash first if you want them gone.<\/p><\/dd>\n<dt id=\"i%20used%20version%202.0.0%20from%20robse.jp\"><h3>I used version 2.0.0 from robse.jp<\/h3><\/dt>\n<dd><p>Install this version over it. Settings and per-manual visibility are carried\nover automatically.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>2.1.1<\/h4>\n\n<ul>\n<li>Fix help tabs and search excerpts on sites without the optional PHP mbstring extension.<\/li>\n<li>Move the Client Manual menu below the standard administration menus while preserving access and links.<\/li>\n<\/ul>\n\n<h4>2.1.0<\/h4>\n\n<ul>\n<li>First release on WordPress.org.<\/li>\n<li>Interface translated through translate.wordpress.org (written in English).<\/li>\n<li>Internal prefix changed from <code>rcm<\/code> to <code>robse_cm<\/code>; settings and visibility from 2.0.0 are migrated.<\/li>\n<li>Removed the code that hid updates for this plugin.<\/li>\n<\/ul>\n\n<h4>2.0.0<\/h4>\n\n<ul>\n<li>Multiple manuals with contents, in-page contents, previous\/next links and ordering.<\/li>\n<li>Search across manuals.<\/li>\n<li>Per-manual visibility by role.<\/li>\n<li>\"How to use this screen\" toolbar button and Help tab.<\/li>\n<li>Settings for the Dashboard notice and the menu label.<\/li>\n<li>Print one or all manuals (save as PDF).<\/li>\n<li>Export and import as JSON.<\/li>\n<\/ul>\n\n<h4>1.2.0<\/h4>\n\n<ul>\n<li>Dashboard notice, administrator-only editing and a starter manual.<\/li>\n<\/ul>","raw_excerpt":"Put an operation manual for your clients inside the WordPress admin, with a \"How to use this screen\" button on the screens they actually use.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/391355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=391355"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/robsejp"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=391355"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=391355"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=391355"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=391355"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=391355"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=391355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}