Agency Deployment Checklist & Pre-Launch Protocol

Deployment Progress 0 of 10 tasks completed (0%)

Phase 1: Pre-Launch Configuration

Step 1: Verify Activation & Role Seeding
Go to Plugins → Installed Plugins and ensure Client Shield is active. In Users → All Users, verify the custom Client Workspace Manager role exists and assign it to your client's account while your agency remains Administrator.
Step 2: Configure Dynamic Menu Shield (Tab 1)
In Settings → Dynamic Menu Shield, enable menu shielding for Client Workspace Manager. Check all developer plugins (ACF, CPT UI, WP Rocket, LiteSpeed, Yoast, SMTP, Backup tools) and ensure DISALLOW_FILE_EDIT runtime locks are active.
Step 3: Lock Down Critical Pages (Tab 2)
Enable Critical Page Shield. Verify the Homepage and Blog Posts page are automatically locked. Check additional key revenue templates (Cart, Checkout, Contact Us) and enable Lock Page Builder Editing.
Step 4: Configure Workspace Canvas & Onboarding (Tab 3)
In Settings → Workspace Cards Manager, configure a tailored welcome headline, embed an onboarding video URL (Loom, YouTube, or Vimeo), and selectively toggle action card visibility per post type.
Step 5: Configure Safe Role Delegation (Tab 4)
Enable Delegate Form Submissions Access and Allow Form Submissions CSV Export for Client Workspace Manager. Enable WooCommerce sales reports delegation if eCommerce is active.
Step 6: Agency Whitelabeling & Support Drawer (Tab 5)
In Settings → Branding, Login & Logout, upload your custom agency or client logo, brand accent color, and custom login message. Configure your support email, portal URL, and custom logout redirect URL.

Phase 2: Quality Assurance & Verification

Step 7: Verify with Live Simulation Mode ("View as Client")
Click "View as Client" in the top WordPress admin bar. Confirm developer menus disappear, protected pages display the Agency Protected badge with no trash actions, the support drawer slides out cleanly, and the simulation alert bar is active.
Step 8: Verify Server-Side Direct URL Hardening
While previewing as client, manually type /wp-admin/plugins.php or /wp-admin/options-general.php in the browser URL bar. Verify you are smoothly intercepted and redirected back to the Workspace with an agency notice.
Step 9: Test Custom Login & Logout Screen
Open an incognito browser window, visit /wp-login.php, and verify custom logo, color scheme, and welcome message. Log in with client credentials, confirm you land directly on the Client Workspace, then log out and verify redirect to your agency domain.

Phase 3: Client Delivery & Onboarding

Step 10: Deliver Client Welcome Guide & Credentials
Export the companion Client Handoff Guide (SOP) to PDF, provide client credentials securely, and confirm the client can successfully log in and access their support drawer.

Website Handover Complete! Your client receives a polished, uncrashable administration command center, and your design systems and code remain 100% safeguarded.