Click Account > Billing
Click Change invoice email address
Update billing contact information
How do I change who receives the invoices?
Updated Jun 17, 2019
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
- Authoring permissions
- How to Edit a User's Authoring Permissions
- How to add an author 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 Editors 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
- 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
- Giving a Reader Access to the Chrome Extension
- How to Prompt a User to Reset Their Password
Permissions (Viewing and Editing)
20
- 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
- Set viewing permissions
- 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 do I embed login credentials in a URL?
- Enable a Contributor to Modify the Site Template
Reports
12
- How to View Reports in ScreenSteps
- See How Many Articles Are Viewed
- See Which Users Are Viewing Articles
- See How Many Views Specific Manuals are Getting
- 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
Plans and Billing
10
- 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?
- How can I allow an Admin or Contributor to view past invoices?
- Upgrade to get Workflow Articles
Other Resources
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Setting Up ScreenSteps
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
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Using ScreenSteps
- Authoring Content
- PDFs
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- Creating Courses
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- Notifications (Beta)
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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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