Set up Contextual Help

Updated Jun 29, 2018

Contextual help allows your employees to view your ScreenSteps knowledge base articles in a Chrome extension. As of June 29, 2018 contextual help is only available as a Chrome extension with plans on developing an extension for other popular web browsers.

Here's what the extension looks like...

To get the extension working for you, complete the following checklist:

Follow these instructions to make your site private:

How do I make a site private?

Go here to download the Chrome Extension >> ScreenSteps for Chrome

Open up a new browser tab in Chrome. This will prompt the extension to slide in from the right-hand side. Enter your account name (not your user account).

This will be the overall account name such as "school_name" or "company_name."

ScreenSteps will ask you to sign in (or it will confirm you're signed in) to ScreenSteps.

Invite new users, or add users who already have been created in your account (but have not been added to your site).

If you have set up Single Sign-on then you do not need to add users/invite users. ScreenSteps will automatically authenticate users.

Only Learner user accounts will be able to use the Chrome browser extension.

After you set up contextual help, you will want to create contextual help channels. Check out this article to learn how >> Create contextual help channels.

You are done. Great job!

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