Solution WordPress

Check editorial roles before site handover

Review named users and permissions and document the ongoing owner. An editor publishes but cannot change infrastructure; a contributor drafts only.

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Requirements and responsibilities

Illustrative situation

Illustrative scenario, not a customer case study: A publishing client is taking over daily editorial work. An editor publishes but cannot change infrastructure; a contributor drafts only.

Choose the approach

Dashboard and application procedure

Follow these steps yourself, or use the scoped AI handoff below for supported hosting operations.

Step 1 of 5

List staff and the actions each role needs

Where
WordPress public/admin views and relevant provider evidence
Permissions
Named WordPress/app administrator or business owner; use authorized test accounts.
Inputs
List staff and the actions each role needs; exact site identity, named approver and controlled sample data.
Action
List editorial staff and their expected actions: draft, edit another author's post, publish and administer plugins.
Expected result
A permissions matrix is ready for handover.
Verify
A permissions matrix is ready for handover. Record the observed site, account or transaction and time in the release sheet.
If it fails
If a writer needs hosting access for normal editing, reconsider the workflow.

Sources: WordPress roles and capabilities

Step 2 of 5

Review WordPress roles and existing accounts

Where
WordPress public/admin views and relevant provider evidence
Permissions
Named WordPress/app administrator or business owner; use authorized test accounts.
Inputs
Review wordpress roles and existing accounts; exact site identity, named approver and controlled sample data.
Action
Inspect current WordPress accounts and roles, including shared or dormant administrators.
Expected result
The owner sees who can change content or site settings.
Verify
The owner sees who can change content or site settings. Record the observed site, account or transaction and time in the release sheet.
If it fails
If an unknown account exists, investigate before adding new users.

Sources: WordPress roles and capabilities

Step 3 of 5

Test draft, review, publish and correction journeys

Where
WordPress public/admin views and relevant provider evidence
Permissions
Named WordPress/app administrator or business owner; use authorized test accounts.
Inputs
Test draft, review, publish and correction journeys; exact site identity, named approver and controlled sample data.
Action
Test contributor, author and editor accounts on a draft and correction. Confirm a contributor cannot publish and an editor can.
Expected result
Roles match the agreed approval process.
Verify
Roles match the agreed approval process. Record the observed site, account or transaction and time in the release sheet.
If it fails
If capabilities were modified by a plugin, document the effective permission instead of assuming defaults.

Sources: WordPress roles and capabilities

Step 4 of 5

Remove agency-only or stale credentials

Where
WordPress or selected plugin administrator
Permissions
Named WordPress/app administrator or business owner; use authorized test accounts.
Inputs
Remove agency-only or stale credentials; exact site identity, named approver and controlled sample data.
Action
Have the authorized administrator remove stale agency credentials and add client-owned accounts only after the client proves access.
Expected result
No operational access is stranded.
Verify
No operational access is stranded. Record the observed site, account or transaction and time in the release sheet.
If it fails
If client login fails, restore approved access before revocation.

Sources: WordPress roles and capabilities · WordPress plugin administration

Step 5 of 5

Document approval path and emergency access owner

Where
WordPress public/admin views and relevant provider evidence
Permissions
Named WordPress/app administrator or business owner; use authorized test accounts.
Inputs
Document approval path and emergency access owner; exact site identity, named approver and controlled sample data.
Action
Give the client an approval map and emergency contact; run a harmless draft-to-review rehearsal.
Expected result
Client staff can publish without agency intervention.
Verify
Client staff can publish without agency intervention. Record the observed site, account or transaction and time in the release sheet.
If it fails
If the handover test fails, retain a supported transition window.

Sources: WordPress roles and capabilities

Maintenance

Recovery decisions

AI handoff

Connect xCloud MCP through the current documented profile and grant only the scopes needed for the selected team. Discover tool schemas first. Read resources to plan; require approval for any supported write. Use returned dashboard URLs for manual work. The packaged REST wrapper accepts GET requests only.

Supported scope

  • Confirm requirements and inspect resources mcp · read

    Discover the connected profile and operation schema first; only teams granted to the connection are visible.

    Checkpoint: Confirm exact team, server and site identity. Use dashboard_url returned by the resource; do not invent a dashboard link.

    Operation identifiers and scopes to discover

    teams.index, servers.show, sites.show

    Scopes: read:servers, read:sites

    xCloud MCP documentation and connection profiles · xCloud agent capability boundaries

  • Review a WordPress business journey app · manual

    Application data and observed transactions cannot be inferred from xCloud resource reads. Use authorized test accounts and the application or provider evidence.

    Checkpoint: Record the test identity, timestamp, expected outcome, observed result and owner decision.

    WordPress roles and capabilities

  • Configure WordPress content, users and selected plugins app · manual

    Requires a named WordPress administrator or suitable editor. Plugin behavior, commercial license, payment, email and external integration are verified in the chosen vendor documentation and application; xCloud hosting or MCP reads do not configure them.

    Checkpoint: Open the actual WordPress or selected plugin interface, record the version and role, and have the business owner accept a real user journey.

    WordPress roles and capabilities · WordPress plugin administration

Copyable agent brief

Manual checkpoints

  • The named WordPress, app, dashboard or provider administrator performs the guide’s actual configuration step: Test contributor, author and editor accounts on a draft and correction. Confirm a contributor cannot publish and an editor can.
  • The business owner compares the controlled sample with this observable result: No operational access is stranded.
  • Staging push/pull, native backup schedules, restores and cache-setting edits require the authorized xCloud dashboard operator; the packaged REST wrapper is GET-only.
Feature coverage

Sources

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