ScreenSteps and Zendesk Guide Viewing Permissions

Updated Dec 03, 2018

In September 2018 Zendesk announced a new approach to viewing permissions in Zendesk (See the announcement).

This change will require an update to the ScreenSteps application and how it sets viewing permissions for articles that are created in ScreenSteps and then published to Zendesk.

Enabling Zendesk User Segments on your ScreenSteps account

During this public beta period you will need to contact our support team to enable this feature on your account.

Setting the Default User Segment for new articles in ScreenSteps

Go to Site > Settings

Select Default User Segment

  1. Select the user segment from the dropdown list.
  2. If you don't see all of your User Segments in that list, then select Refresh User Segments from Zendesk.
  3. Select Update.
Setting the User Segment for existing articles

When you view the properties for an article that has already been published to Zendesk, you can change the User Segment.

When you change the Zendesk Use Segment, the setting will be updated on Zendesk immediately.

3 Comments

Allen Hancock

Thanks for the update, and for a great product in ScreenSteps!

Allison Anderson

If we've updated the user segment in Zendesk, how do we get ScreenSteps to accurately reflect the change?

Greg DeVore

@Allison you would need to manually set it to the correct permission setting in ScreenSteps.

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