Managing Sites
10 articles
- How do I know what my default site is?
- How to get the public url for a site
- How do I 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)
Users (Admins, Authors, and Viewers)
17 articles
- What are the different types of users?
- Create new users (Admin, Editor, Learner, Reader, API)
- Authoring permissions
- How do I edit a user's authoring permissions?
- How to add an author to a site
- How do I change the account owner?
- 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?
Viewing Permissions
9 articles
- Understanding the different ways you can authenticate users to view your ScreenSteps site
- Viewing permissions
- Set viewing permissions
- 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?
- Viewing Permissions for Articles
- Bulk edit article viewing permissions
Reports
11 articles
- How to View Reports in ScreenSteps
- See How Many Articles Are Viewed
- See Which Users Are Viewing Articles
- See What Users Are Searching For
- See Activity For Individual User
- See How Many Views Are in Browser Extension
- View Completed Checklists
- How to Export a CSV of your site article titles, status and owners
- How do I add tracking code to my site?
- How to track searches in Google Analytics
Plans and Billing
9 articles
- 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?
- Upgrade to get Workflow Articles