ScreenSteps
Knowledge Base
Courses
Admin Tasks
Managing Sites
10
How to get the public url for a site
How do I specify the language of a site?
How do I use slugs?
Creating and deleting redirects
How to clone a site
How to add additional sites to your plan
The "Legacy Site Design"
Changes coming to how Sites and Domains work on ScreenSteps (Late August 2018)
Finding Your site ID or slug (permalink)
How to find the subdomain for your site
Users (Admins, Contributors, and Readers)
19
What are the different types of users?
Create new users (Admin, Editor, Learner, Reader, API)
Authoring permissions
How do I edit a user's authoring permissions?
How to add an author to a site
How to change a user's role
How Do I Change the Account Owner?
How do I change or reset a user's password?
How do I edit my password?
How to check who the Admin and Editors are in your ScreenSteps account
How do I deactivate/reactivate a user?
How do I delete a user?
How do I edit a user profile?
Receive daily activity updates
Resend the new user configuration email to a user
How to add more authors to your account
How to export a CSV of your users
Add Several Users at Once: Bulk CSV File Upload
How do I add an editor to a site?
Permissions (Viewing and Editing)
18
Understanding the different ways you can authenticate users to view your ScreenSteps site
Overview of User Permissions
Creating Viewer Permission Rules for a Group
Creating Viewer Permission Rules for an Individual User
Creating Contributor Permission Rules for a Group
Creating Contributor Permission Rules for a User
Adding Viewing Permissions to a Manual
Adding Viewing Permissions to a Chapter
Adding Viewing Permissions to an Article
Adding Contributor Permissions to a Manual
Adding Contributor Permissions to a Chapter
Adding Contributor Permissions to an Article
Viewing Permissions for a Published Site
Set viewing permissions
An example of setting up viewing permissions for sites
How do I add viewers to a site (i.e. give individual users permission to view a site)?
How do I invite a viewer to a site?
How do I embed login credentials in a URL?
Reports
11
How to View Reports in ScreenSteps
See How Many Articles Are Viewed
See Which Users Are Viewing Articles
See What Users Are Searching For
See Activity For Individual User
See How Many Views Are in Browser Extension
View Completed Checklists
Article Report (export a CSV of your site article titles, status and owners)
How do I add tracking code to my site?
How to track searches in Google Analytics
How to track individual users on your site
Account Settings
7
How do I change my company name?
How do I upload a logo?
Setting a custom respond-to email address for account notifications
How do I change my account URL?
Where is my site's slug?
Where is my site's ID?
Clearing the Cache
Viewer Groups
3
What is a viewer group?
How do I create a Viewing Group?
How do I add/remove viewers to a group?
Plans and Billing
9
How to enter payment information
How do I change my billing information?
How do I cancel my account?
How do I change my account plan?
How do I have my account invoices sent to a separate email address?
How do I view past invoices?
How do I Change Billing to Yearly?
How do I change who receives the invoices?
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Additional Topics
5
Delete a Single Sign-on Integration
Why do some videos I embed in my articles not work properly?
How to Maintain a Consistent Style Across all of your Articles
Is my account set up for Copy Requests?
Move content from one ScreenSteps account to another ScreenSteps account
Enable javascript to expand/contract chapters
Other Resources
Setting Up ScreenSteps
Overview of ScreenSteps
Organizing Content
Customize Your Site
Integrations
Using ScreenSteps
Authoring Content
PDFs
Contextual Help
Creating Courses
Single Sign-on
Additional Help Resources
Example Content
Announcements
Best Practices
FAQs
Course Materials
Migrating Existing Content to ScreenSteps
Salesforce and ScreenSteps
Implementation Guides
Recently Updated Articles
Add ScreenSteps Styles, Foldable Sections, and Workflow features to Zendesk HC
Using ScreenSteps for Customer Support: Where should I publish my content?
Overview of User Permissions
Add Several Users at Once: Bulk CSV File Upload
Adding Contributor Permissions to an Article
More
ScreenSteps
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Admin Tasks
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Plans and Billing
How do I change who receives the invoices?
Updated Jun 17, 2019
Click Account > Billing
Click Change invoice email address
Update billing contact information
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