How to Set up the ScreenSteps Browser Extension for Your Team (For Admin)

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The ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <[email protected]>.

Confirm users have permission to use the Browser Extension

The browser extension works for all users who have Admin or Contributor rights and have access to a site. Readers can be given access as well. For instructions on giving a specific user access, or for giving an entire user group access, refer to the following articles:

Send users the extension setup url

Each ScreenSteps site has a unique url which will walk users through the browser extension installation process. Click here for instructions on locating the extension setup url in Site Settings.

Access the ScreenSteps Extension

Click on the ScreenSteps icon any time you want to bring up a search bar. This search bar will search all of the content in the connected ScreenSteps site.

Create contextual help

You can also create Channels that push relevant content to specific web pages. This is a great option for your employees as they don't have to hunt through the knowledge base when they have a question related to specific web applications (or specific sections of a web application).

  1. Navigate to a web page you want help to show up on
  2. Click the ScreenSteps extension

Create Channel

  1. Click Settings (At the bottom of the ScreenSteps extension)
  2. Click + Create Channel

Type a Name > Create a channel

  1. Enter a name for your channel (make it descriptive)
  2. Check the box to go to the channel (where you will add articles)
  3. Click Create a channel

Add articles to your channel

You can add existing articles from your knowledge base or you can create new articles from scratch.

Click the + icon

Navigate or search for existing articles ou want to add to your channel.

Confirm you have all the articles you need

You can also rearrange the articles from this view, if you have more than one.

Navigate to the web page > click the bell

Now that you've created a channel, a bell icon will appear whenever you or your team navigates to that specific web page.

View your contextual help

Articles that are relevant to this web page are now easily accessible to your Readers.

What if the articles don't appear?

When you're creating your channels you are making a lot of changes and sometimes the updates to the channels are not immediately visible (caching). So while you're making edits, you may need to click Refresh Channels to see your latest changes.

Click Settings > Refresh Channels

Congratulations, you are done!


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