Note: Only Admin can create new user accounts.
Navigate to Users
Click Create/Invite User
Fill out information
- Select the Admin role,
- Enter the Email address, and
- Click Invite.
How to Create Admin User Accounts
Updated on
Admin Tasks
Managing Sites 17
- How to get the public url for a site
- How to Specify the Language of a Site
- Redirects Settings Explained
- How to Delete a Redirect
- How to Locate the Manual ID
- How to Locate the Chapter ID
- How do I use slugs?
- Creating Redirects
- How to determine if a manual uses a slug
- 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 Locate the Article ID
- How to Enable Courses for a Site
Users (Admins, Contributors, and Readers) 26
- 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 Deactivate users in bulk
- 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 or Modify Users in Bulk Using CSV Upload (Including Adding Remote Users)
- What does it mean when it says Remote User in the bulk CSV 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
- How to Embed Login Credentials into a URL
- How do I invite a user to a site?
Reports 14
- How to Navigate to 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
- Generating a Site Link Checker Report
Account Settings 6
User Groups 5
Plans and Billing 9
- 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 to Give an Admin or Contributor Access to Manage Billing
- How to view details of my subscription plan
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 appear (i.e. work properly)?
- How to Maintain a Consistent Style Across all of your Articles
- Is my account set up for Copy Requests?
- Copy content from one ScreenSteps account to another ScreenSteps account
Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Authoring Content
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on and SCIM
- Notifications
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
- AI (Beta)
Recently Updated Articles
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- What are Notifications?
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