New Admin Interface

Article

We're excited to drop the first of many updates to the Admin Area of ScreenSteps. In this first update, our focus was on making it easier to navigate and manage all of your manuals. The new interface is more intuitive, so you shouldn't have much trouble once you get the basic navigation down.

Check out the video for a quick overview of the changes. Then, continue scrolling to see screenshots of the new interface along with additional explanations.

Article Report (export a CSV of your site article titles, status and owners)

Article

The exported CSV file will have the following information for each article:

• ID
• Title
• Status
• Owner
• Created at
• Posted at
• Published?
• Chapter Title
• Chapter is Published?
• Manual Title
• Manual is Published?
• Source Article ID (This is for referenced articles that show up multiple times in a site).
• Published URL
• Restricted (TRUE/FALSE)
• Viewing Groups
• Tags

If the Chapter and Manual information is blank then the article is an Uncategorized article (not part of a chapter). 

The ScreenSteps Google Chrome Extension for Contextual Help and Information

Article

The ScreenSteps Google Chrome Extension allows you to provide your employees with the information and guidance they need in any web application they access through the Google Chrome Browser. You can see a short video explanation below.

Set up Single Sign-on

Workflow

By default, ScreenSteps allows you to manage viewing privileges to your content by creating users and viewing groups in your ScreenSteps account.

Single Sign-on allows you to incorporate a 3rd party user management system with your ScreenSteps account so that you do not have to manage users in two separate places (or inconvenience your end users by making them remember another login and password).

Courses

Article

This article will give you an overview of Courses in ScreenSteps. Courses are an optional add-on to most plans.

Add Several Users at Once (Bulk Upload)

Workflow

This article will show you how to import users from a CSV file. This will come in handy if you want to:

• Add Readers, Learners, Editors, or Admins to your account in bulk.
• Assign Readers, Learners, Editors, or Admins to a Viewer Group in bulk.
• Update current user roles (e.g. from Reader to Learner) in bulk.

Follow the instructions below and you'll be done in less than 15 minutes.

Error Codes

Article

ScreenSteps Desktop won't open

Article

This article will help you fix an issue where the ScreenSteps desktop software will not open when selecting Edit in Desktop from a ScreenSteps web browser page.

Enabling the Google Chrome Extension on Your Account

Article

In order for users to use the ScreenSteps Google Chrome Extension to access a site you will need to enable the feature in the site settings.