When I am implementing CRM projects, I always create a private site for internal marketing. It helps end users to find resource and feedback. Let me explain how to initialize a private site and invite viewers on WordPress.com in this post.
Make It Private
Here are my settings for a private site on WordPress.com:
- In [Settings] → [Reading], select [I would like my site to be private, visible only to myself and users I choose] in Site Visibility.
- In [Settings] → [Sharing], disable social media service except Email, SkyPE, and Print for internal sharing.
Although semantic URL is not necessary, I preferred to use it for easier understand links. It is always enabled in WordPress.com. While hosting WordPress myself, it’s available in [Settings] → [Permalinks].
To invite viewers, click on [Users] → [Invite New]. WordPress.com will ask for verification to access any settings within [Users]. I may verify by approving on WordPress.com Apps or provide a code generated by Authy which is a two-factor authentication app.
After being verified successfully, I put the emails in Usernames or Email Addresses and select [Viewer] in Role. [Viewer] is only available on private site. It’s different to [Follower] on public site. More explain on roles may be found in User Roles.
After sent out, I may track response and status in Past Invitations. For those who request invites won’t be seen here. You may Resend to re-invite or Delete to stop tracking.
Once being accepted, I will receive an email with subject “Amigo accepted your invitation to Amigo’s Tech Notes” which is “[to be invited user] accepted your invitation to [private site]”.
If you want to remove someone, you need to switch to the new administration interface by clicking [My Sites] on upper left cornet. It is not available in [WP Admin]. To see all users, click on [Configure] → [People]. Existing users are separated by upper role tabs. Find the one and use Remove to remove him.
He will receiver an email with subject “Amigo invited you to be a viewer of Amigo’s Tech Notes” which is “[inviter] invited you to be a viewer of [private site]”.
Click on Accept Invitation button and login to WordPress.com to answer. If he doesn’t have a WordPress.com account yet, register at the same page is possible. Remember to click on [Confirm Now] button in verify email with subject “Activate Amigo” which is “Activate [registered WordPress.com user name]” once registered.
After login, it will prompt for confirm “Would you like to be able to view Amigo’s Tech Notes? As a viewer, you will be able to view the private site Amigo’s Tech Notes.” which is “Would you like to be able to view [private site]? As a viewer, you will be able to view the private site [private site].” Click Join to confirm.
Once confirmed, he will receive two emails with subject “You have been added!” and “You are now a viewer of: Amigo’s Tech Notes” which is “You are now a viewer of: [private site]”. Inviter receives “Amigo accepted your invitation to Amigo’s Tech Notes” which is “[to be invited user] accepted your invitation to [private site]”.
Click on Visit Site in email to see this private site.
- Authy – Two-Factor Authentication App
- Wiki: Responsive web design
- Wiki: Search engine optimization
- Wiki: Semantic URL
- Wiki: User experience
- WordPress.com Apps
- WordPress.com: Permalinks Not Available?
- WordPress.com: Support: User Roles
- WordPress.com: Support: WordPress.com and WordPress.org
- WordPress.org: Codex: Using Permalinks