Managing Sites
11 Articles
- 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)
15 Articles
4
Workflows
- What are the different types of users?
- Create new users (Admin, Contributor, Reader, API)
- Authoring permissions
- How do I edit a user's authoring permissions?
- How to add an author to a site
- How to change a user's role
- How Do I Change the Account Owner?
- How do I edit my password?
- How to check who the Admin and Editors are in your ScreenSteps account
- How do I deactivate/reactivate a user?
Permissions (Viewing and Editing)
19 Articles
1
Workflow
- 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
Reports
12 Articles
- How to View Reports in ScreenSteps
- See How Many Articles Are Viewed
- See Which Users Are Viewing Articles
- See How Many Views Specific Manuals are Getting
- See What Users Are Searching For
- See Activity For Individual User
- See How Many Views Are in Browser Extension
- View Completed Checklists
- Article Report (export a CSV of your site article titles, status and owners)
- How do I add tracking code to my site?
Plans and Billing
9 Articles
1
Workflow
- How to enter payment information
- 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?
- Upgrade to get Workflow Articles
Additional Topics
4 Articles
1
Workflow