Recent updates
-
Configure Single Sign-on with Salesforce
Updated onArticleSingle sign-on is not required when using ScreenSteps with Salesforce but it does improve both security and convenience for your Salesforce users. With single sign-on your you can require a login to view your ScreenSteps documentation site, but your Salesforce users will be able to login to ScreenSteps via Salesforce.
Additional Help Resources Salesforce and ScreenSteps Overview
-
Setting up a User (i.e. Contributor) to Only Edit Specific Articles in a Chapter or Manual
Updated onArticleThis article will show you how to set up a Contributor user who can only edit or create articles in specific manuals or chapters. You will need to do two things: Set up a Contributor with Assigned Only Assign the content at the manual, chapter, or article level
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Only Moderate Comments
Updated onArticleThis article will show you how to set up a Contributor user who can only moderate comments that are left on the published site.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Manage and Publish All Content in a Site
Updated onArticleThis article will show you how to set up a Contributor user who can create and edit publish articles from the Admin area.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Edit But Not Publish All Articles on the Site
Updated onArticleThis article will show you how to set up a Contributor user who can only create and edit articles but cannot publish them.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Only Review Articles and Leave Revision Notes
Updated onArticleThis article will show you how to set up a Contributor user who can only review articles in the Admin area and leave revision notes. This is useful for when you want somebody to be able to leave feedback and notes on specific content blocks in the Admin area.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Manage Site Template, Notifications, Courses, Channels, and/or View Reports But NOT Edit Articles
Updated onArticleThis article will show you how to set up a Contributor user who can manage: Site Template, Notifications, Courses, Channels, and/or View Reports This is useful for when you want somebody to be able to manage those aspects of ScreenSteps but you do not want them to be able to edit or create articles, chapters, or manuals.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Only Create and/or Publish Uncategorized Articles
Updated onArticleThis article will show you how to set up a Contributor user who can only create and/or publish Uncategorized Articles. This is useful for when you want somebody to be able to create one-off articles that don't belong to a chapter or manual.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Only Manage Notifications
Updated onArticleThis article will show you how to set up a Contributor user who can only manage notifications. This is useful for when you want somebody to be able to send out announcements and notifications from ScreenSteps, but you do not want them to be able to edit or create articles, chapters, or manuals.
Using ScreenSteps Permissions Contributor Permissions
-
Setting up a User (i.e. Contributor) to Only Manage the Site Template
Updated onArticleThis article will show you how to set up a Contributor user who can only manage the site template. This is useful for when you want somebody to be able to design the colors and appearance of the published knowledge base but not be able to edit or create any of the articles or manuals.
Using ScreenSteps Permissions Contributor Permissions