Account Administration
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Getting Started
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Managing Sites
- What is a site and who can see it?
- How do I create a site?
- How to access a site
- How do I edit a site?
- How to delete a site
- How do I make a site private?
- How to hide a site from the site listing page
- How do I make a site public?
- How do I make a site hidden from search engines?
- How do I add manuals to a site?
- How to reorder manuals in a site
- How do I remove manuals from a site?
- How do I use slugs?
- How to get the public url for a site
- 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)
- How do I specify the language of a site?
- How do I know what my default site is?
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Users (Admins, Authors, and Viewers)
- What are the different types of users?
- How do I change the account owner?
- How to add an author to a site
- How do I change or reset a user's password?
- How do I edit my password?
- How do I deactivate/reactivate a user?
- How do I delete a user?
- How do I edit a user profile?
- Importing users from a CSV file
- 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
- Import users in bulk using a CSV upload
- Create new users (Admin, Editor, Learner, Reader, API)
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Authoring Permissions
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Viewing Permissions
- Understanding the different ways you can authenticate users to view your ScreenSteps site
- An example of setting up viewing permissions for sites
- How do I add viewers to a site (i.e. give individual users permission to view a site)?
- How do I embed login credentials in a URL?
- How do I invite a viewer to a site?
- Set viewing permissions
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Reports
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Groups
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Account Settings
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Plans and Billing
- How do I enter my payment information before my trial expires?
- 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?
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Additional Topics
- Delete a Single Sign-on Integration
- Finding Your site ID or slug (permalink)
- Create an API Access user in ScreenSteps
- Why do some videos I embed in my articles not work properly?
- How to Maintain a Consistent Style Across all of your Articles
- Send Copy Request to another ScreenSteps account
- Accept Copy Request from another ScreenSteps account
