Click Account > Billing
Click Change invoice email address
Update billing contact information
How do I change who receives the invoices?
Updated
Admin Tasks
Managing Sites
11
- How to get the public url for a site
- How to 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
- How to Enable Courses for a Site
Users (Admins, Contributors, and Readers)
22
- What are the different types of users?
- How to Create Admin User Accounts
- How to Create Contributor User Accounts
- How to Create Reader User Accounts
- How to Create API Access User Accounts
- How to add a contributor to a site
- How to Change a User's Role
- How to Change the Account Owner
- How to Edit Your Password
- How to Check who the Admins and Contributors are in your ScreenSteps Account
- How to Deactivate/Reactivate a User
- How to Delete a User
- How to Edit a User's Profile
- How to Receive Daily Activity Updates
- How to Resend the New User Configuration Email to a User
- How to Export a CSV of your Users
- Add Several Users at Once: Bulk CSV File Upload
- Giving a Reader Access to the Browser Extension
- How to Prompt a User to Reset Their Password
- How a user can change their profile details
- How to Resend a ScreenSteps Invitation to a User
- How to Allow a Contributor to Edit PDF Templates
Permissions (Viewing and Editing)
23
- 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
- Removing viewing restrictions for 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
- An example of setting up viewing permissions for sites
- How do I add Readers/Viewers to a site (i.e. give individual Readers/API permission to view a site)?
- How do I invite a viewer to a site?
- How to Embed Login Credentials into a URL
- Enable a Contributor to Modify the Site Template
- Overview of Search Contexts
- How to Create a Search Context for a Group
- How to Remove a Search Context for a Group
- How to View the Manuals Assigned to a Group's Search Context
Reports
13
- How to View Reports in ScreenSteps
- How to Find Article Views in Reports
- How to Find Which Articles Users are Viewing in Reports
- How Find Article Views for a Specific Manual in Reports
- How to Find Users Searches in Reports
- How to Find Individual User Activity in Reports
- How to Find Browser Extension Views in Reports
- How to View Completed Checklists in Reports
- How to Export an Article Report (CSV of site article titles/status/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
- How to Find Article Views from within the Article Preview
Plans and Billing
8
- 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?
- How can I allow an Admin or Contributor to view past invoices?
Additional Topics
6
- Configuring Identity Providers for your Account or Sites
- Remove Single Sign-on from the Content Management/Admin Centers or a Site
- 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
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
- Notifications
-
Additional Help Resources
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
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