Lately, considered one of our customers requested us if it’s attainable to create a web-based coaching handbook in WordPress.
Coaching manuals are useful for onboarding new staff, sharing product data and directions, instructing clients use your services and products, and extra. With the appropriate instruments, you possibly can simply add coaching manuals to your web site.
On this article, we are going to present you create a web-based coaching handbook in WordPress.
![how to create an online training manual How to create an online training manual in WordPress](https://www.wpbeginner.com/wp-content/uploads/2023/12/how-to-create-an-online-training-manual.png)
Why Create an On-line Coaching Handbook in WordPress?
Whereas some individuals might imagine that coaching manuals are a factor of the previous, they’re nonetheless crucial for finishing a job correctly.
The aim of a web-based coaching handbook is to supply a set of directions and pointers to carry out a job, job, or course of. Whether or not you’ve gotten a distant crew or an in-person firm, coaching manuals will help educate your staff and clients.
For instance, you need to use coaching manuals for onboarding new staff. This documentation permits new employees members to find out about your organization, carry out sure duties, and perceive totally different processes.
![Training manual example Training manual example](https://www.wpbeginner.com/wp-content/uploads/2023/12/training-manual-example.png)
![Training manual example Training manual example](https://www.wpbeginner.com/wp-content/uploads/2023/12/training-manual-example.png)
Apart from that, you possibly can create a web-based coaching handbook for a selected challenge or job. The handbook can have all of the steps documented and assist individuals full the duty accurately.
On-line coaching manuals will also be useful for patrons. You possibly can educate customers on correctly configure and use your merchandise in your on-line documentation.
That stated, let’s take a look at create a web-based coaching handbook in WordPress.
Setting Up a WordPress On-line Coaching Handbook Plugin
One of the best ways to create a web-based coaching handbook in WordPress is through the use of the HeroThemes suite of plugins. HeroThemes has the very best WordPress data base plugin and theme that allows you to add coaching manuals with out enhancing code.
HeroThemes plugins are very simple to make use of and provide a lot of options that will let you ship distinctive buyer help. For example, you possibly can add an in depth data base to your web site, handle help tickets and emails, and add FAQs to enhance response time.
First, you have to to go to the HeroThemes web site and join an account. You’ll need at the least the Heroic Data Base plugin to create a web-based coaching handbook.
![Is HeroThemes the right customer support suite for your WordPress website? Is HeroThemes the right customer support suite for your WordPress website?](https://www.wpbeginner.com/wp-content/uploads/2023/12/herothemes-support-plugins.png)
![Is HeroThemes the right customer support suite for your WordPress website? Is HeroThemes the right customer support suite for your WordPress website?](https://www.wpbeginner.com/wp-content/uploads/2023/12/herothemes-support-plugins.png)
When you’ve created an account, the subsequent step is to obtain the Heroic Data Base WordPress plugin. Yow will discover it in your account dashboard underneath Downloads.
Subsequent, you have to to put in the plugin in your web site. In case you need assistance, then please see our information on set up a WordPress plugin.
Upon activation, you will notice the welcome display screen. Go forward and enter your license key and click on the ‘Activate’ button.
![Enter Heroic knowledge base license key Enter Heroic knowledge base license key](https://www.wpbeginner.com/wp-content/uploads/2023/12/enter-heroic-knowledge-base-license-key.png)
![Enter Heroic knowledge base license key Enter Heroic knowledge base license key](https://www.wpbeginner.com/wp-content/uploads/2023/12/enter-heroic-knowledge-base-license-key.png)
Subsequent, you have to to observe the onscreen setup wizard to configure the plugin.
For example, it’ll ask you to put in pattern content material, classes, and tags. We suggest that you just skip this step, because the plugin will mechanically populate the data base part.
After that, you may also set up elective plugins like Heroic Blocks, Heroic Glossary, and Heroic Desk of Contents. For this tutorial, we are going to set up the extra plugins in order that we are able to create superior documentation.
![Skip demo content install Skip demo content install](https://www.wpbeginner.com/wp-content/uploads/2023/12/skip-demo-content-install.png)
![Skip demo content install Skip demo content install](https://www.wpbeginner.com/wp-content/uploads/2023/12/skip-demo-content-install.png)
Subsequent, you will notice that the set up course of is full.
The plugin can even present primary directions in your data base part.
![Close installation process Close installation process](https://www.wpbeginner.com/wp-content/uploads/2023/12/close-installation-process.png)
![Close installation process Close installation process](https://www.wpbeginner.com/wp-content/uploads/2023/12/close-installation-process.png)
After that, you possibly can go to Heroic KB » Settings from the WordPress admin panel.
Within the ‘House & Common’ settings, you possibly can select the data base residence web page, edit the header textual content, select the variety of class columns to indicate, allow breadcrumbs, and extra.
![Edit home and general settings Edit home and general settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-home-and-general-settings.png)
![Edit home and general settings Edit home and general settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-home-and-general-settings.png)
In case you change to the ‘Classes & Tags’ tab, then you can find extra settings.
For example, there are alternatives to type classes by date, title, remark rely, and extra. Different choices embody sorting order, variety of articles, and displaying article excerpts.
![Change categories and tags settings Change categories and tags settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/change-categories-and-tags-settings.png)
![Change categories and tags settings Change categories and tags settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/change-categories-and-tags-settings.png)
Subsequent, you possibly can go to the ‘Sidebars’ tab.
Right here, you will notice choices to vary the place of the sidebar within the coaching handbook. There may be additionally an choice to make the article sidebar sticky.
![Edit the sidebar settings Edit the sidebar settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-the-sidebar-settings-.png)
![Edit the sidebar settings Edit the sidebar settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-the-sidebar-settings-.png)
Lastly, you possibly can head to the ‘Model’ tab from the menu on the left.
The plugin permits you to edit the width of your coaching handbook, change the hyperlink colours, heading fashion, and extra.
![Edit style of training manual Edit style of training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-style-of-training-manual.png)
![Edit style of training manual Edit style of training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-style-of-training-manual.png)
If you end up finished, don’t neglect to avoid wasting your adjustments.
There are additionally extra settings provided by the plugin which you could discover and alter.
Now, the subsequent step is so as to add content material and create a web-based coaching handbook.
Creating Classes for Your On-line Coaching Handbook
To begin, you’ll first have to create classes in your on-line coaching handbook. This may will let you set up your documentation.
Merely head to Heroic KB » Article Classes from the WordPress dashboard.
Right here, you possibly can set up content material within the coaching handbook by creating totally different classes or enhancing the present ones.
![Add new article categories Add new article categories](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-new-article-categories.png)
![Add new article categories Add new article categories](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-new-article-categories.png)
For instance, if you wish to create a brand new class, then merely enter a reputation, resolve on a slug, select a father or mother class if it’s a subcategory, and add the brand new article class.
For this tutorial, we added 5 new classes to the coaching handbook.
![Training manual new categories Training manual new categories](https://www.wpbeginner.com/wp-content/uploads/2023/12/training-manual-new-categories.png)
![Training manual new categories Training manual new categories](https://www.wpbeginner.com/wp-content/uploads/2023/12/training-manual-new-categories.png)
Subsequent, you possibly can head to Heroic KB » Class Ordering from the WordPress dashboard.
Merely use the drag-and-drop interface to vary the order of the classes in your on-line coaching handbook.
![Change category ordering Change category ordering](https://www.wpbeginner.com/wp-content/uploads/2023/12/change-category-ordering.png)
![Change category ordering Change category ordering](https://www.wpbeginner.com/wp-content/uploads/2023/12/change-category-ordering.png)
If you end up finished, simply click on the ‘Save Order’ button on the backside.
Including Content material to Your On-line Coaching Handbook
As soon as your classes are prepared, you possibly can add new articles for every part.
Observe that by default, HeroThemes will add some content material to the data base part in your WordPress web site if you happen to put in pattern content material in the course of the setup course of.
You possibly can view these articles by going to Heroic KB » All Articles from the WordPress dashboard.
![View and edit sample content View and edit sample content](https://www.wpbeginner.com/wp-content/uploads/2023/12/view-and-edit-sample-content.png)
![View and edit sample content View and edit sample content](https://www.wpbeginner.com/wp-content/uploads/2023/12/view-and-edit-sample-content.png)
Subsequent, you possibly can edit or take away these pages and add your individual to create a coaching handbook.
So as to add new content material to your on-line coaching handbook, merely click on the ‘Add New Article’ button on the prime.
This may take you to the WordPress content material editor, the place you possibly can add new textual content and customise it.
![Add content to the training manual Add content to the training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-content-to-the-training-manual.png)
![Add content to the training manual Add content to the training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-content-to-the-training-manual.png)
HeroThemes gives a desk of contents block. You should utilize it in your coaching handbook articles to assist customers simply navigate the submit.
Merely click on the ‘+’ button so as to add the Heroic Desk of Contents block. Subsequent, you possibly can edit every heading within the desk of contents and conceal totally different headings.
![Add HeroThemes table of content Add HeroThemes table of content](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-herothemes-table-of-content-1.png)
![Add HeroThemes table of content Add HeroThemes table of content](https://www.wpbeginner.com/wp-content/uploads/2023/12/add-herothemes-table-of-content-1.png)
Apart from that, HeroThemes additionally gives Heroic Blocks that may add interactive content material to your on-line coaching handbook articles.
For instance, you possibly can add the Heroic Message block to show an vital discover, warning, or further data.
![Add Heroic message block Add Heroic message block](https://www.wpbeginner.com/wp-content/uploads/2024/01/add-heroic-message-block.png)
![Add Heroic message block Add Heroic message block](https://www.wpbeginner.com/wp-content/uploads/2024/01/add-heroic-message-block.png)
You may as well embody an accordion/toggle block. This helps group associated content material collectively. Customers can click on to develop the part and think about further data.
Extra blocks provided by HeroThemes embody tabs, lists, zoomable pictures, and extra. Be happy to take your time experimenting with totally different blocks and creating your on-line coaching handbook.
You may as well choose the class in your new article within the on-line coaching handbook.
Merely head to the Article Classes part from the Article settings menu on the appropriate and select a class.
![Choose an article category Choose an article category](https://www.wpbeginner.com/wp-content/uploads/2024/01/choose-an-article-category.png)
![Choose an article category Choose an article category](https://www.wpbeginner.com/wp-content/uploads/2024/01/choose-an-article-category.png)
When you’ve added the content material, merely publish or replace your web page.
Subsequent, you possibly can go to Heroic KB » Article Ordering from the WordPress admin panel. Right here, you possibly can select an choice from the ‘Class’ dropdown menu after which edit the order of every article within the respective class.
![Edit article ordering settings Edit article ordering settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-article-ordering-settings.png)
![Edit article ordering settings Edit article ordering settings](https://www.wpbeginner.com/wp-content/uploads/2023/12/edit-article-ordering-settings.png)
If you end up finished, go forward and click on the ‘Save Order’ button.
Now, you possibly can go to your WordPress web site to view the web coaching handbook in motion.
![Online training manual preview Online training manual preview](https://www.wpbeginner.com/wp-content/uploads/2023/12/online-training-manual-preview.png)
![Online training manual preview Online training manual preview](https://www.wpbeginner.com/wp-content/uploads/2023/12/online-training-manual-preview.png)
For instance, now we have a number of classes within the coaching handbook, like Getting Began and Tutorials.
Clicking any of those classes will present the content material for the coaching handbook.
![View content in training manual View content in training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/view-content-in-training-manual.png)
![View content in training manual View content in training manual](https://www.wpbeginner.com/wp-content/uploads/2023/12/view-content-in-training-manual.png)
Additionally, you will wish to ensure that your coaching handbook is a part of your WordPress menu in order that readers can discover it simply. For particulars, you possibly can see our information on add a navigation menu in WordPress.
Limiting Entry to the On-line Coaching Handbook
HeroThemes additionally gives an choice to limit entry to your on-line coaching handbook.
For instance, let’s say you’ve gotten an worker onboarding handbook that accommodates delicate firm data. You possibly can limit its entry by solely permitting logged-in customers to view it.
To begin, merely go to Heroic KB » Settings from the WordPress dashboard. Below the ‘House & Common’ settings tab, scroll all the way down to the ‘Prohibit Entry’ part.
From right here, you possibly can click on the dropdown menu and choose the ‘Logged In’ choice.
![Restrict KB access to logged in users Restrict KB access to logged in users](https://www.wpbeginner.com/wp-content/uploads/2024/01/restrict-kb-access-to-logged-in-users.png)
![Restrict KB access to logged in users Restrict KB access to logged in users](https://www.wpbeginner.com/wp-content/uploads/2024/01/restrict-kb-access-to-logged-in-users.png)
Apart from that, HeroThemes additionally permits you to limit entry to sure classes within the coaching handbook.
Merely go to Heroic KB » Article Classes from the WordPress admin panel. After that, edit any class you’d like to limit.
![Edit categories settings Edit categories settings](https://www.wpbeginner.com/wp-content/uploads/2024/01/edit-categories-settings.png)
![Edit categories settings Edit categories settings](https://www.wpbeginner.com/wp-content/uploads/2024/01/edit-categories-settings.png)
Subsequent, you have to to scroll all the way down to the ‘Class Entry’ part.
From right here, click on the dropdown menu and choose the ‘Logged In’ choice.
![Category access settings Category access settings](https://www.wpbeginner.com/wp-content/uploads/2024/01/category-access-settings.png)
![Category access settings Category access settings](https://www.wpbeginner.com/wp-content/uploads/2024/01/category-access-settings.png)
As soon as you’re finished, click on the ‘Replace’ button.
Now, solely logged-in customers can view that particular class within the on-line coaching handbook.
We hope this text helped you discover ways to create a web-based coaching handbook in WordPress. You may additionally wish to see our final information to WordPress safety and the very best WordPress LMS plugins.
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