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Updated Sep 16, 2019
Admin Tasks
Managing Sites
10
- How to get the public url for a site
- How do I 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
Users (Admins, Contributors, and Readers)
19
- What are the different types of users?
- Create new users (Admin, Contributor, Reader, API)
- Authoring permissions
- How do I edit a user's authoring permissions?
- How to add an author to a site
- How to change a user's role
- How Do I Change the Account Owner?
- How do I change or reset a user's password?
- How do I edit my password?
- How to check who the Admin and Editors are in your ScreenSteps account
- How do I deactivate/reactivate a user?
- How do I delete a user?
- How do I edit a user profile?
- 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
- How do I add an editor to a site?
Permissions (Viewing and Editing)
19
- 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
- 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
11
- How to View Reports in ScreenSteps
- See How Many Articles Are Viewed
- See Which Users Are Viewing Articles
- 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
-
Setting Up ScreenSteps
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
-
Using ScreenSteps
- Authoring Content
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on
-
Additional Help Resources
- Example Content
- Announcements
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
Recently Updated Articles
- Authorizing ScreenSteps to capture images on macOS Catalina (10.15) or later
- How can I allow an Admin or Contributor to view past invoices?
- Create Contextual Help Channels
- Setting up a New Customer/subscription
- How do I add Readers/Viewers to a site (i.e. give individual Readers/API permission to view a site)?
Awesome new feature guys. Well done.