Pantry Handover

Site notes, links and support details, in the dashboard.

Leave the client a guide where they will see it: a dashboard widget and a Dashboard > Site Guide page with your notes, the links they need and how to reach you. Tidy away the default dashboard boxes. Export the guide and import it on the next site.

Usage

1. Activate the plugin.
2. Go to Plugin Pantry > Handover and fill in:
   • Guide content: a title for the dashboard widget, a title for the Site Guide page, your notes (a full editor, standard formatting allowed), and a list of links (label and URL, add or remove rows as needed).
   • Support details: company name, email, phone, hours and website. Any of these left blank is left off the guide.
   • Who can see the guide: administrators always see it; tick any other roles that should too. Only administrators can edit the guide.
   • Dashboard clean-up: switches to hide the default WordPress dashboard boxes (welcome panel, Quick Draft, Activity, WordPress Events and News, Site Health). All off by default.
3. Save changes.
4. The guide appears as a dashboard widget (a short version, with a link to the full page) and at Dashboard > Site Guide (the full page), for administrators and for whichever roles you chose.

Export and import

At the bottom of Plugin Pantry > Handover:

• Export guide (JSON) downloads the whole settings option as a JSON file.
• Import guide uploads a JSON file (from this plugin, on this or another site) and replaces the current settings with it, run through the same sanitiser the settings form uses.

This is meant for reusing a guide across sites: set it up once, export it, and import it on the next site instead of retyping everything.

Settings reference

Setting	Type	Notes
Dashboard widget title	Text	Shown as the widget's title bar.
Site Guide page title	Text	Shown as the page heading and the Dashboard submenu label.
Notes	Rich text	Stored with wp_kses_post; standard post-editor formatting is allowed.
Links	Repeater of label + URL	Rows without a URL are dropped on save.
Company name, Support email, Phone, Hours, Website	Text / email / URL	Shown on the guide only when not blank.
Roles	Multiple choice	Roles (other than Administrator) that may view the guide.
Hide welcome panel / Quick Draft / Activity / Events and News / Site Health	Checkboxes	Each removes one default dashboard box, only when switched on.

All settings are stored in one option, pantry_handover_settings.

Filters and actions

Pantry Handover does not add any filters or actions of its own. It only uses WordPress core hooks (wp_dashboard_setup, admin_menu, admin_post_pantry_handover_export, admin_post_pantry_handover_import) to register its own widget, page and export/import endpoints.