Ownership & Handover: How to Secure Your WordPress Site Assets
Ralph Sanchez
Ownership & Handover: How to Secure Your WordPress Site Assets
Why a Formal Handover Process is Essential
Ensuring Full Ownership and Control
Empowering Your Team to Manage the Site
Reducing Long-Term Risk and Dependency
The Ultimate WordPress Project Handover Checklist
Code and Files
Database and Media Library
Administrator Credentials
Third-Party Service Licenses and Keys
Design Assets and Source Files
Technical Documentation and Training
Verifying Ownership: Confirming It's All Yours
Changing All Passwords
Confirming IP Transfer in Writing
Performing a Full Site Backup
Planning for the Future: Post-Launch Support
Defining a Warranty Period
Discussing Ongoing Maintenance Agreements
Conclusion
References
Ownership & Handover: How to Secure Your WordPress Site Assets
Completing a WordPress project is a major milestone, but the final step—the handover—is critical for securing your investment and ensuring you have full control over your new digital asset. A poorly managed handover can lead to lost files, missing credentials, and future dependencies on the developer. After maintaining effective communication throughout the project, a structured handover process ensures a clean and professional conclusion. This final step is crucial before you can truly find your next WordPress expert for future maintenance or new projects.
Think of the handover process like getting the keys to your new house. You wouldn't just take the front door key and call it done. You'd want the garage door opener, the alarm codes, and instructions for the fancy thermostat. The same principle applies to your WordPress site. Without a proper handover, you might find yourself locked out of your own digital property or unable to make simple updates down the road.
Why a Formal Handover Process is Essential
A structured handover isn't just about ticking boxes. It's about protecting your investment and ensuring you can actually use what you've paid for. Too many business owners skip this step, only to discover months later that they can't access their own hosting account or update a critical plugin.
Ensuring Full Ownership and Control
When you commission a WordPress site, you're not just buying a pretty design. You're investing in a business asset that needs to be fully under your control. A formal handover confirms that all intellectual property has been transferred to you. This means you hold all the keys to your website, free from any future access issues.
Without proper ownership transfer, you might face unexpected roadblocks. Imagine trying to switch hosting providers but discovering the domain is still registered under your developer's account. Or worse, finding out that custom code you paid for technically belongs to someone else. These scenarios happen more often than you'd think.
The handover process puts everything in writing. It creates a clear paper trail showing that you own every line of code, every design element, and every piece of content on your site. This isn't about not trusting your developer—it's about protecting your business interests.
Empowering Your Team to Manage the Site
Your shiny new WordPress site won't stay shiny without regular maintenance. With proper documentation and training, your internal team or a new partner can manage, update, and troubleshoot the site without relying on the original developer.
Good documentation acts like a user manual for your website. It should explain how custom features work, where to find important settings, and how to perform routine tasks. Think about it: if your developer disappears tomorrow, could someone else figure out how to add a new blog post or update your contact information?
Training is equally important. A quick walkthrough can save hours of confusion later. Your developer should show your team how to navigate the WordPress dashboard, update content, and handle basic troubleshooting. Even if you plan to hire someone else for maintenance, this knowledge helps you understand what you're paying for.
Reducing Long-Term Risk and Dependency
Securing all assets and knowledge prevents you from being locked in with a single developer. This freedom allows you to seek support from anyone in the future, whether that's hiring a new freelancer or bringing maintenance in-house.
Developer dependency is a real problem. Some businesses find themselves held hostage by the only person who understands their custom code. Prices for simple updates skyrocket because there's no competition. Or worse, the developer becomes unavailable, leaving you stuck with a site you can't modify.
A comprehensive handover breaks this dependency. When everything is properly documented and transferred, any competent WordPress developer can step in and help. This creates a healthy dynamic where you work with developers because you want to, not because you have to.
The Ultimate WordPress Project Handover Checklist
This checklist covers everything you need to receive from your developer. Don't settle for partial handovers—insist on getting every item on this list. Your future self will thank you.
Code and Files
The foundation of your handover is the actual code that makes your site work. This includes the final theme files, including any parent and child themes your developer used. If they created custom plugins specifically for your project, you need those files too.
Don't forget about version control. If your developer used Git or another system to track changes, ask for access to the repository. This history can be invaluable when troubleshooting issues or understanding why certain decisions were made.
What you should receive:
Complete theme files (zipped)
Any child theme modifications
Custom plugin files
Access to code repositories
Documentation explaining custom code
Make sure these files are the final, production-ready versions. Sometimes developers have multiple versions floating around, and you want the exact code that's running on your live site.
Database and Media Library
Your WordPress database contains all your content, settings, and user information. Without it, your theme files are just an empty shell. Request a complete SQL dump of the final database, preferably taken after the site is fully configured and tested.
The media library is equally important. Every image, PDF, and video you've uploaded lives in the
wp-content/uploads folder. This folder can be huge, but you need a complete copy. Missing media files mean broken images and dead links on your site.Essential database and media items:
Full SQL database export
Complete uploads folder
Any custom file directories
Backup of the entire wp-content folder
Instructions for database import
Store these files somewhere safe and accessible. Cloud storage services work great, but keep local copies too. You never know when you'll need to restore from a backup.
Administrator Credentials
Access credentials are your keys to the kingdom. You need full administrator access to everything related to your website. This starts with WordPress admin access but extends far beyond that.
Your hosting account is particularly crucial. Without hosting access, you can't manage your server, update PHP versions, or handle domain settings. Make sure you receive the primary account credentials, not just a limited user account.
Complete credential checklist:
WordPress admin username and password
Hosting control panel access
FTP/SFTP credentials
Database access (phpMyAdmin or similar)
Domain registrar account
Email account management
CDN or caching service logins
Write these down immediately and store them in a secure password manager. Don't rely on browser-saved passwords or sticky notes. Proper credential management is basic security hygiene.
Third-Party Service Licenses and Keys
Modern WordPress sites often rely on premium plugins and external services. These might include form builders, SEO tools, security plugins, or page builders. Each of these typically requires a license key for updates and support.
Make sure all licenses are transferred to your name or email address. Some developers purchase licenses under their own accounts for convenience, but this creates dependency. You should be able to renew, upgrade, or cancel these services independently.
Common third-party services to transfer:
Premium plugin licenses
Theme licenses
API keys for external services
Email marketing integrations
Payment gateway credentials
Analytics and tracking codes
SSL certificate management
Don't assume these transfers happen automatically. Many require manual intervention from the developer. Follow up to ensure each service recognizes you as the account owner.
Design Assets and Source Files
Your website's visual identity extends beyond the live site. Original design files are crucial for future updates or marketing materials. These might include logo variations, icon sets, or custom graphics created during the project.
Request editable versions of everything. A JPG of your logo is nice, but the original vector file is what you really need. Same goes for any mockups or design concepts created during development.
Design deliverables to collect:
Logo files (vector and raster formats)
Design mockups (Figma, Sketch, XD files)
Custom icons and graphics
Font files and licenses
Color palette documentation
Brand guideline documents
Stock photo licenses
These files often get overlooked in handovers, but they're incredibly valuable. Future designers will need them to maintain consistency across your brand.
Technical Documentation and Training
Documentation transforms a mysterious black box into a manageable system. Good documentation explains how your custom theme works, what unique functionalities exist, and specific maintenance procedures your site requires.
This isn't about documenting WordPress basics. It's about the unique aspects of your particular site. Maybe you have a custom integration with your CRM, or a special workflow for publishing content. These details need to be captured.
Documentation essentials:
Custom functionality explanations
Plugin configuration notes
Maintenance schedule recommendations
Troubleshooting common issues
Contact forms and where submissions go
Backup and restore procedures
Update protocols for themes and plugins
Training complements documentation. A brief session walking through the admin area helps everything click. Record this session if possible—video tutorials are incredibly helpful for new team members.
Verifying Ownership: Confirming It's All Yours
Receiving the handover materials is just step one. Now you need to verify that everything works and truly belongs to you. This verification process protects you from nasty surprises down the road.
Changing All Passwords
The moment you receive credentials, change every single password. This isn't about trust—it's about security. Your developer might have the best intentions, but passwords can be compromised or accidentally shared.
Start with the most critical accounts: WordPress admin and hosting. Then work through the entire list systematically. Use strong, unique passwords for each service. A password manager makes this process much easier.
Password change priority:
WordPress administrator account
Hosting control panel
FTP/SFTP access
Database access
Email accounts
Third-party service logins
Don't forget about security questions and recovery emails. Update these to ensure you're the only one who can reset passwords. Some developers use their own email for convenience during development—make sure everything points to you now.
Confirming IP Transfer in Writing
Intellectual property transfer shouldn't be assumed. You need explicit written confirmation that all work created for your project belongs to you. This typically appears in your contract, but a final confirmation doesn't hurt.
The ideal document states clearly: "Upon receipt of final payment, all intellectual property rights for work performed under this contract transfer fully to [your company name]." This includes code, designs, content, and any other creative work.
Key IP elements to confirm:
Custom code ownership
Design rights
Content ownership
Right to modify and distribute
No residual developer rights
Clear transfer date
Keep this documentation with your important business papers. If questions ever arise about ownership, you'll have clear proof. This is especially important if you plan to sell your business or license your technology later.
Performing a Full Site Backup
Your first action after confirming access should be creating a complete backup. This snapshot captures your site exactly as the developer delivered it. If anything goes wrong during your initial explorations, you can restore to this point.
Use a reliable backup plugin or your hosting provider's backup service. Download the backup files to your local computer as well. Cloud storage is convenient, but local copies ensure you're never locked out.
Backup checklist:
Full file system backup
Complete database export
Backup of wp-config.php
.htaccess file copy
Any custom configuration files
Note of current PHP version
List of active plugins and versions
Test your backup by doing a practice restore on a staging site. A backup you can't restore is worthless. This test also familiarizes you with the restoration process before you actually need it.
Planning for the Future: Post-Launch Support
The handover marks a transition, not an ending. Planning for post-launch support ensures your site continues running smoothly while clarifying everyone's responsibilities going forward.
Defining a Warranty Period
Most professional developers offer a warranty period after launch. This typically runs 14 to 30 days and covers fixing any bugs or issues discovered after going live. It's not for new features or changes—just ensuring what was built works as promised.
Get the warranty terms in writing. Specify what's covered and what's not. Usually, bugs and broken functionality are covered, while user errors, new requirements, or issues caused by updates aren't.
Warranty period considerations:
Length of coverage (14-30 days typical)
What issues are covered
Response time expectations
How to report problems
Exclusions and limitations
During the warranty period, test everything thoroughly. Click every button, submit every form, and try to break things. It's better to find issues now while fixes are free.
Discussing Ongoing Maintenance Agreements
Websites need regular maintenance like cars need oil changes. If you want your original developer to handle this, negotiate a separate maintenance agreement. This should be a new contract, distinct from your development project.
Maintenance agreements typically cover updates, backups, security monitoring, and minor fixes. They might be monthly or annual contracts. The key is understanding exactly what's included and what costs extra.
Maintenance agreement elements:
Regular plugin and theme updates
Security monitoring and patches
Automated backups
Uptime monitoring
Monthly reports
Response time for issues
Included support hours
Remember, you're not obligated to use your original developer for maintenance. The proper handover ensures you can choose any qualified professional. This freedom often leads to better service and pricing.
Conclusion
A professional handover transforms your WordPress project from a developer-dependent service into a true business asset. By following this comprehensive checklist, you ensure complete ownership and control over your digital investment.
Don't let excitement about your new site make you skip this crucial step. Take the time to collect every credential, document, and file. Change those passwords immediately. Verify ownership in writing. These actions today prevent headaches tomorrow.
Your WordPress site is more than code and content—it's a vital business tool. Treat the handover with the seriousness it deserves. With everything properly transferred and documented, you're free to grow, modify, and maintain your site on your own terms.
The best developers understand that a thorough handover reflects professionalism and builds trust. If your developer resists or delays the handover process, that's a red flag. Professional developers want you to succeed independently because it reflects well on their work.
Take action today. If you're currently working with a developer, share this checklist and start planning your handover. If you've already launched but never had a proper handover, it's not too late. Reach out to your developer and request these materials. Your future self—and your business—will thank you for taking control now.
References
Like this project
Posted Jul 6, 2025
The project is done, but what's next? Our comprehensive WordPress handover checklist ensures you receive all necessary code, data, and credentials from your developer.
Likes
0
Views
1
Communication Blueprint: How to Check In Without Micromanaging
Milestones & Deadlines: The Formula for On-Time WordPress Projects
Defining the Scope: How to Write a Crystal-Clear WordPress Brief
Contracts That Protect: 7 Key Clauses for Hiring WordPress Developers
