Recent updates
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Hosting, Availability, and Security
Updated onArticleWhere is ScreenSteps hosted?
ScreenSteps is hosted on the Amazon Cloud in Northern Virginia. No other hosting options are available.
Can I host ScreenSteps on my own server?
You cannot host the ScreenSteps web application on your servers, but there are options for hosting ScreenSteps generated content on your servers. See Hosting Options for more details.
Additional Help Resources FAQs Security and Hosting FAQs
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How do I get back into my account if I have accidentally locked myself out?
Updated onArticleSometimes when setting up Single Sign-on you may accidentally lock yourself out of your account. Don't worry, it happens to the best of us.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on FAQs
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Copy content from one ScreenSteps account to another ScreenSteps account
Updated onWorkflowAdministrators can copy content from one ScreenSteps account to another ScreenSteps account using the Copy Requests feature.
Note: Your account must have Copy Requests enabled by the ScreenSteps team. If you would like to have Copy Requests enabled, contact [email protected].
Using ScreenSteps Admin Tasks Additional Topics
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Creating Contributor Permission Rules for a User
Updated onArticleYou can apply viewing permissions to individual users.
- Navigate to Users.
- Click the user you want to modify.
Using ScreenSteps Permissions Contributor Permissions
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Overview of User Permissions
Updated onArticleThis article will give you a high-level overview of how permissions work in ScreenSteps. Note: Not all permissions features are available on all ScreenSteps plans. If you are unable to apply permissions at the Manual or Chapter level, reach out to [email protected] to learn how you can upgrade.
Using ScreenSteps Permissions Overview of Permissions
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How to Manage User Groups Through your Identity Provider using the SAML Assertion
Updated onArticleThis feature is only available to users on our Enterprise plan. If you're interested in upgrading to an Enterprise plan, please reach out to us at <[email protected]>.
Using ScreenSteps Single Sign-on and SCIM Single Sign-on
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How to Find Article Views in Reports
Updated onArticleReporting is included on all current plans and select legacy plans. If you don't see Reports in your account and are interested in adding them, please reach out to <[email protected]>.
Using ScreenSteps Admin Tasks Reports
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Continue numbering from a previous text field
Updated onArticleThis feature is only available in the desktop editor.
Setting Up ScreenSteps Authoring Content Writing Articles
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How to change the role assigned to a user group
Updated onArticleThis instructions only apply to accounts whose user roles are being managed via group membership.
Using ScreenSteps Admin Tasks User Groups
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How to Delete a User
Updated onArticleDeleting an Admin or Contributor will not affect any of the content they created, but their name will no longer be selected for any content that was assigned to them upon deletion in either the content's Properties or Certifications tabs (Properties will change to "No Assignee" and Certifications will change to "No Owner"). Their name will continue to be associated with activity stream events indefinitely, however.
Deleting a Reader will anonymize their course progress and reporting data.
Adding a deleted user back will not associate them with any previous data. For this reason, if it is possible that a user will need to begin using ScreenSteps again in the future, we recommend deactivating them instead of deleting them.
To completely delete user and permanently anonymize their data, follow the steps below:
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)