WordPress Intranet: How to Create One For Your Organization

WordPress Intranet: How to Create One For Your Organization. Here’s something you might not be aware of regarding WordPress and its abilities. If you want to create a WordPress intranet – a hidden area for your company – you don’t need a separate website to make it work.

 

With just a little tweaking under the hood, you can have both your official, customer-facing website and your staff-only website working on the same instance of WordPress. In this post, we’re going to tell you how to build a private WordPress intranet step by step. You’ll learn why you’d want an intranet in the first place, and how you can use it to make your organization’s day-to-day more streamlined.

What’s a WordPress intranet anyway?

Okay, let’s start with the main question, so what is an intranet and why would a business need one? Simply speaking, a WordPress intranet – in a way we’re tackling it here – is a private website that is only accessible to you and the people in your organization / business. It could also be a private area within a website that is otherwise public.

Why your business needs an intranet

Maybe it doesn’t. But I dare you to read through the following list of possible use cases and not find at least one that gets you excited:

• A WordPress intranet can be your place to store staff documents, contract templates, policies, and other documents that come in handy. Also a great place to keep them updated all in one spot.
• An internal community for your company. Something like your own Facebook, just private (cough!).
• An internal knowledge base. An extensive directory of procedures, advice, and processes on how to handle various common tasks in your organization.
• A customer support code of conduct. Most businesses have at least some customer support aspect to them. You can use an intranet to write down all the best practices for handling customer requests.
• An in-company news channel. A place for you to share what’s been going on within the company. The kind of stuff that you don’t necessarily want to share with the whole world on a public forum.
• Internal forms. For example, annual leave form to book holiday breaks, overtime, set team meetings, etc.
• A place to store training materials for new and existing employees. Those can be staff induction articles, videos, or anything else that works for your business.
• An internal forum for your team to discuss things, as an alternative to Slack.
• A staging platform for new content before it goes live. For instance, you can publish a new blog article privately on the intranet, get feedback from your team, and only then make it available to the world.

A private intranet can help you foster team building and onboard new employees. Not to mention that they make it clear where to go if a team member has questions on anything related to how the company goes about conducting its business.

How to build an intranet on WordPress

With the why out of the way, let’s now discuss the how of building a WordPress intranet. Here’s what you need to get started:

• A working WordPress website with a suitable theme. You can use any WordPress theme, or you might like an intranet-specific theme such as Woffice. And;
• Password Protected Categories – the plugin that’s going to make your intranet possible.

The Password Protected Categories WordPress intranet plugin works by letting you create one or more private categories of posts or other content. That’s what you’ll use for your intranet. The rest of your website remains public as usual.

 

The great thing about this is that you don’t have to create a separate website for your main company website and your intranet. You can run both from the same WordPress installation. Your staff and other colleagues can access the WordPress intranet in a choice of 2 ways, depending on how you set up the intranet plugin:

1. Basic password protection – Staff and colleagues unlock the private intranet by entering a password. You can create 1 password for everyone to share, or multiple passwords. The important point is that you don’t need to worry about creating a separate WordPress user account for each employee, so it’s easier for you to manage.
2. Individual user accounts – If you prefer, you can protect your WordPress intranet so that it’s hidden from guests and automatically becomes visible to logged in users depending on their role. This option is more secure but you have to create a user account for each employee, so you may or may not want this.

Here’s how to get the plugin and set it up with either option:

1. Get Password Protected Categories and install it on your site

You can get the plugin by clicking here:

When you complete your order, you’ll get access to the download page for the plugin. Alongside the download link, you’ll also see your personal license key. Take note of that; you’ll need it in just a minute. Getting the plugin to run on your site is simple. With the ZIP archive of the plugin ready on your desktop:

1. Log in to your WordPress dashboard, go to Plugins → Add New.
2. Click on the Upload Plugin button.
3. Select the plugin’s ZIP file, click on Install Now and then on Activate.

Lastly, go to the plugin’s settings panel in Settings → Protected Categories, and enter your license key. You don’t need to go through all the other settings on this page (unless you want to). The plugin will work just fine on its default settings.

2. Begin building your WordPress intranet

The first thing that needs doing is some good ol’ brainstorming. Look through the list of the possible WordPress intranet use cases from above, and note down the ones that make the most sense in your organization.

• Do you need an internal social network? Or just a knowledge base? Maybe an internal catalog of training videos?

Whatever that might be, list them all! Your next task is to figure out which content types you’ll use to create the intranet with. Like with most things WordPress, you get to use posts, pages, and custom post types. Now, one important thing – or two:

• If you’re not using any additional plugins to create the intranet with – meaning, you’re just taking standard content and putting it on your intranet – then you’ll most likely utilize only posts and/or pages.
• If you want to use third-party plugins (for a knowledge base, for example) then those will probably come with their own custom post types. This is great news, actually, because the Password Protected Categories plugin works with those no problem.

Let me give you two examples:

• A) If you want to build a simple internal knowledge base for your organization then you’ll probably stumble upon a plugin called WP Knowledgebase. It’s a neat solution, and it does its job. Once you install and activate it, you’ll see a new custom post type in your sidebar called Knowledgebase. You can hide intranet articles within this custom post type via Password Protected Categories. I’ll show you how in just a sec.
• B) If you want your own, manually created custom post types, then you can do that as well. A solution we particularly like is with the help of the Pods plugin. It allows you to create any number of custom post types, and then use those post types as part of your WordPress intranet. This scenario might be a better solution if you want to keep your intranet and normal website sections separate in the WordPress Dashboard. We have a whole tutorial on how to set up custom post types with Pods here.

Again, at the end of your brainstorming session, you should have a general list of the things that you want to make part of your WordPress intranet. Your list will also include the content types that you’re going to use.

3. Put it all together

Here’s a possible use case when building a WordPress intranet:

• Let’s say you’ve done your brainstorming and you’ve decided to use just posts and pages as the core of your intranet. You’re going to feature some training videos there (for onboarding new employees) along with text articles on how to handle customer requests coming in through your contact channels. A fairly typical setup for a business that’s growing.

First, a word on how the Password Protected Categories plugin works: Quite simply, it hooks up to your site’s category structure and allows you to protect any number of those categories. You can make them either password protected (people need to know the password to access), or private (they need to have an author’s account on your site to access).

 

In either scenario, what we’re actually going to be doing is creating new categories, assigning your intranet content to them, and then making them invisible to the public. This is arguably the simplest way of building an intranet, for a couple of reasons:

• you don’t need to be able to code – you can just check off a couple of settings boxes and you’re done,
• you don’t need to know server settings or understand access rights on a server level – how intranets used to be handled old school in more traditional enterprises,
• and you can create new intranet content freely just like you’re creating your other WordPress content.

4. Set your intranet categories

If you’re just using posts for your intranet, simply go to your WordPress dashboard and then Posts → Categories. The Password Protected Categories plugin has added some new options here: Those three radio buttons are where all the magic happens! Start by creating your intranet categories. It’s best to make them stand out from the standard blog categories. Some possibilities:

• intranet-videos
• intranet-knowledge-base
• etc.

Example: So far so good. Now let’s look at the main setting.

Creating password protected intranet categories

If you check Password protected, you’ll be able to assign a password to your new category. Click on “+” if you want more than one universal password for everyone to share. In this scenario, only the visitors who know the password will be able to see the content assigned to the new intranet category.

 

Just give the password to each staff member. If you want multiple categories for your intranet, just add sub-categories to your main password protected intranet category. Leave them set to ‘Public’ and the plugin will automatically be protect them with the same password as the main category.

Restricting intranet categories to logged in users

Alternatively, you can also select the box labeled Private. This will make the intranet category visible to logged-in users only. However, by default, this means that all logged in users get to see it. If you want to customize this some more, you can, for instance, control which user role can view the intranet content. For that, you can employ an additional plugin called User Role Editor to create a special role for your employees and give them access to private intranet content. We have a separate guide on how to set it up.

 

The Private option makes the most sense if all the people in your organization have their user accounts on the site. If that’s not the case, you’re probably better off sticking with the Password protected option, since you can give the password to anyone, or even create separate passwords for separate categories that make up your intranet.

Finish creating your intranet categories

Once you set the password or make your new category private, click Add New Category. From this point on, every blog post that you assign to this new category will become part of your intranet and not accessible to anyone from the outside. This is what an unauthorized person will see when trying to access your password protected WordPress intranet content: This sort of intranet structure works well for storing training videos that you can then share with new employees. You can simply embed those videos inside new blog posts (e.g. from YouTube) and then assign them to your WordPress intranet categories. But there’s one thing missing:

5. Create a hub for your intranet content

Having a set of blog posts for your intranet content is all fine and dandy. However, we also need a hub to link to all those posts and make them available from a single location. One option is just to use the default category pages that come with your WordPress site. Something like, yoursite.com/category/intranet-videos/.

 

This will work automatically. No need to tweak it in any way. In other words, you can share a link like that with your team members and they will be able to access all the content just fine. It will automatically update as you add new intranet content to that category in future.

6. Include pages on your intranet

As I mentioned earlier, your intranet doesn’t need to only consist of posts. You can use custom post types and pages as well. Making custom post types part of your intranet is pretty similar to how you work with posts. When you navigate to any custom post type in the WordPress dashboard, you will see a similar option in the sidebar menu, labeled Categories: You can either password protect or make those categories private just like you did with posts. For pages, though, there’s an additional step required. By default, there are no categories for pages in WordPress. To add them, follow this guide.

 

Essentially, this will allow you to assign your pages to categories, and thus make some of those categories private / password protected. So whether you want to create a WordPress intranet using posts, pages or a custom post type, we’ve got you covered.

List your WordPress intranet content in a searchable table with filters

By default, when your staff and colleagues unlock your private intranet categories, the posts inside will be listed in the default layout for your theme. This will normally look the same as your blog page, with posts listed in reverse date order.

 

Most WordPress intranets need to be displayed in a more structural way. For example, if you’re using your intranet as a staff document library then you will want to list the documents in a searchable layout. This needs to include extra data, quick-find filters, and direct download links. Something like this:  This effect can be achieved by listing your intranet content with our dynamic WordPress table plugin, Posts Table Pro. It’s simple to set up and perfect for all kinds of text documents. Here’s a guide on how to set everything up, using the example of a WordPress document library. This table structure is also great for displaying multimedia content such as training videos.

 

 

People can quickly find and watch the videos directly on the intranet page. Here’s how you can build a whole gallery for your videos. (Note. If you use Password Protected Categories along with Posts Table Pro, you need to add the table layout to your category archive template. Instructions here.)

Done and done!

At this stage, you have your intranet fully created and available to anyone who either has the password or sufficient access credentials (user account on your site). No matter if your intranet is just one additional category, or a full, 100-page long repository, the Password Protected Categories plugin can handle it and make things easily customizable.

 

What do you think of the whole intranet concept? Does it sound like something your business can benefit from? Again, click on the button below to get the Password Protected Categories plugin and start building your WordPress intranet now:

To learn more about this intranet WordPress plugin, check out the official knowledge base here.