- Click the user icon in the upper right-hand corner of the screen
- Click Admin
How to go from your published knowledge base to the Admin area
Updated on
Organizing Content
Overview of Organization 6
Sites 9
- What is a site and who can see it?
- How to Create a Site
- How to Switch between your Account's Sites
- How to Navigate to Site Settings
- How to Make a Site Public/Private
- How to Delete a Site
- How to Make a Site Hidden from Search Engines
- How to Hide a Site from the Site Listing Page
- How to Export an Article Report (CSV of site article titles/status/owners)
Manuals 14
- What is a Manual?
- How to Create a Manual
- How to Edit the Properties for a Manual
- How do I create articles in a manual?
- How to Re-Order Manuals
- How to Publish/Unpublish a Manual
- How to Move a Chapter to Another Manual
- How to Remove or Delete a Manual
- How to Find a Manual that was Removed from a Site
- Add orphaned manuals to a site
- How to Share a Manual Between Sites
- How to Duplicate a Manual and Add it to Another Site
- How to Add Manuals to a Site
- How to create a new manual using the Author Action Panel
Chapters 9
- What are chapters?
- How to Create a New Chapter
- How to Rename a Chapter
- How to Publish/Unpublish a Chapter
- How to Auto-number Chapters and Articles in a Manual
- How to Copy a Chapter to Another Manual
- How to Move a Chapter to Another Manual
- How to Provide a Link to a Chapter in a Manual
- How to Create a new Chapter using the Author Action Panel
Articles 30
- What are articles?
- How to Create an Article
- How to Duplicate an Article (Make a Copy)
- How to Remove/Delete an Article from a Chapter
- What are Uncategorized Articles?
- How to Create an Uncategorized Article
- How to Move an Uncategorized Article to Manual
- How to Move, Duplicate, or Reference (i.e. share) Articles between Manuals or Sites
- How to generate a preview link before an article is published
- How do I show (publish) or hide (unpublish) an article?
- How do I publish a draft version of an article?
- Change which version of an article is shown in the published knowledge base or restore a previous version of an article for editing
- What are Tags and How are They Used?
- How to add or remove tags from an article
- How do I share the URL for an article from the administration area?
- How do I permanently delete an article?
- How to add an article to a manual from the All Articles list
- How to see where an article is being used in your account
- How do I find unpublished articles?
- How can I send a user to a specific spot in my article?
- Improving article search results for specific terms
- How to exclude an article from search results
- How do I move an article from one chapter to another?
- Recovering an article from the trash
- Quickly finding an article in your account
- What are article aliases?
- Filter articles by tag and other properties
- How to re-order articles (move articles within a chapter)
- How to Bulk Edit Article Properties and Actions (e.g. Move, Publish, Status)
- How to create a new article using the Author Action Panel
Other Resources
- Overview of ScreenSteps
- Customize Your Site
- Integrations
- Authoring Content
- Admin Tasks
- 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
- Adding Viewer Permission Rules for an Existing Group
- Add or Modify Users in Bulk Using CSV Upload (Including Adding Remote Users)
- How to Deactivate users in bulk
- How to Export Content to Word / Docx
- How to Hide a Site from the Site Listing Page
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