ScreenSteps FAQs for IT Teams

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This article is for IT teams that have been tasked with configuring ScreenSteps for their organization. 

ScreenSteps is a cloud-based service. 

What we cover:

  • User authentication
  • Configuring vanity domains (optional)
  • The desktop authoring tool (optional)
  • Installing the ScreenSteps Browser Extension (optional)
User Authentication and Single Sign-on

ScreenSteps offers two primary methods for user authentication: traditional username and password login, and Single Sign-On (SSO) via third-party identity providers. This flexibility allows organizations to choose the authentication method that best fits their security and operational needs. Options for managing user access and preferences further enhance customization and security.

Authentication Methods

  • Username and Password:

    • Users are required to log in with a unique username and password.

    • User credentials are stored within the ScreenSteps system.

    • Administrators can invite users individually through email invitations or by uploading a CSV file containing user details.

  • Single Sign-On (SSO):

    • Allows users to authenticate using a third-party identity provider.

    • Supports various identity providers like Microsoft Entra ID, Okta, and others that are compatible with SAML protocol.

    • Offers automatic user provisioning through the identity provider.

User Management and Preferences

  • Individual User Invitations:

    • Available when using username and password authentication.

    • Administrators can send invitations directly from ScreenSteps.

  • Bulk User Uploads:

    • Administrators can add multiple users at once by uploading a CSV file with user information.

  • Group Synchronization (Enterprise Accounts Only):

    • When using SSO with Microsoft Entra ID, user groups can be synchronized between Microsoft Entra ID and ScreenSteps.

    • This feature facilitates the management of user permissions and access based on group membership.

  • Authentication Configuration:

    • ScreenSteps allows configuration of authentication settings at the account level or individually for separate sites within the account.

    • This provides flexibility in applying different authentication methods and policies for different parts of the organization or different projects.


The Browser Extension


  • Contextual Help Integration: Enables the addition of contextual help layers to any website or web application, facilitating real-time assistance and guidance for users.

  • Search Capability: Users can perform searches for specific content stored in their ScreenSteps account directly through the browser extension, without the need to switch between tabs or applications.


  • User Efficiency: Enhances productivity by minimizing disruptions caused by switching between help documentation and the application in use.

  • Ease of Access: Provides immediate access to necessary help content, improving the user experience and support process.


  • Extension Setup: Installation of the extension into the user’s browser, linking it with their Screen Steps account.

  • Content Management: Allows team administrators to manage and update help content that users can access through the extension.


Additional Resources:


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