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Setting Up ScreenSteps
Overview of ScreenSteps
Customize Your Site
Additional Help Resources
Migrating Existing Content to ScreenSteps
Salesforce and ScreenSteps
How to get the public url for a site
How to 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)
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
Permissions (Viewing and Editing)
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
Removing viewing restrictions for a manual
Adding Viewing Permissions to a Chapter
Adding Viewing Permissions to an Article
How to View 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?
How do I change my company name?
How do I upload a logo?
Setting a custom respond-to email address for account notifications
How do I change my account URL?
Where is my site's slug?
Where is my site's ID?
What is a user group?
How do I create a User Group?
How do I add/remove users to a group?
Plans and Billing
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?
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 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
Still Need Help?
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