Other Resources
- Overview of ScreenSteps
- Organizing Content
- Customize Your Site
- Integrations
- Authoring Content
- Permissions
- PDFs
- Contextual Help
- Creating Courses
- Single Sign-on
- Notifications
- Announcements
- Accessibility
- Example Content
- Best Practices
- FAQs
- Course Materials
- Migrating Existing Content to ScreenSteps
- Salesforce and ScreenSteps
- Implementation Guides
Managing Sites
16 Articles
1 Workflow
Users (Admins, Contributors, and Readers)
22 Articles
3 Workflows
- What are the different types of users?
- How to Create Admin User Accounts
- How to Create Contributor User Accounts
- How to Create Reader User Accounts
- How to Create API Access User Accounts
- How to add a contributor to a site
- How to Change a User's Role
- How to Change the Account Owner
- How to Edit Your Password
- How to Check who the Admins and Contributors are in your ScreenSteps Account
Reports
13 Articles
- How to Navigate to Reports in ScreenSteps
- How to Find Article Views in Reports
- How to Find Which Articles Users are Viewing in Reports
- How Find Article Views for a Specific Manual in Reports
- How to Find Users Searches in Reports
- How to Find Individual User Activity in Reports
- How to Find Browser Extension Views in Reports
- How to View Completed Checklists in Reports
- How to Export an Article Report (CSV of site article titles/status/owners)
- How do I add tracking code to my site?
Plans and Billing
9 Articles
- 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 to Give an Admin or Contributor Access to Manage Billing
- How to view details of my subscription plan
Additional Topics
4 Articles
2 Workflows
- Configuring Identity Providers for your Account or Sites
- Remove Single Sign-on from the Content Management/Admin Centers or a Site
- Why do some videos I embed in my articles not appear (i.e. work properly)?
- How to Maintain a Consistent Style Across all of your Articles
- Is my account set up for Copy Requests?
- Move content from one ScreenSteps account to another ScreenSteps account