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 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)
How to find the subdomain for your site
Users (Admins, Authors, and Viewers)
What are the different types of users?
Create new users (Admin, Editor, Learner, Reader, API)
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 change or reset a user's password?
How do I edit my password?
How to check who the Admin and Editors are in your ScreenSteps account
Understanding the different ways you can authenticate users to view your ScreenSteps site
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
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
Article Report (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
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?
Clearing the Cache
What is a viewer group?
How do I create a Viewing Group?
How do I add/remove viewers to a group?
Plans and Billing
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
Delete a Single Sign-on Integration
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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