Recent updates
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How do I create a Viewing Group?
Updated on Jul 05, 2018ArticleTo create a viewer group, follow the instructions below.
Using ScreenSteps / Admin Tasks / Viewer Groups
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What is a viewer group?
Updated on Jul 05, 2018ArticleThis article will describe what a viewer group is in ScreenSteps.
Using ScreenSteps / Admin Tasks / Viewer Groups
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An example of setting up viewing permissions for sites
Updated on Jul 05, 2018ArticleLet's say that you have two groups:
- Group A: Should see all of the lessons that you create.
- Group B: Should only see lessons about dogs.
You would create two sites:
- Site A
- Site B
You would create two (or more) manuals:
- Dogs manual
- Everything else manual(s)
In Site A (the one for people who need to see all lessons) you would place both manuals.
In Site B (the one for people who can only see lessons about dogs) you would add the Dogs manual as a reference.
Whenever you update the Dogs manual, the updates will be reflected in both sites.
Using ScreenSteps / Admin Tasks / Viewing Permissions
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Understanding the different ways you can authenticate users to view your ScreenSteps site
Updated on Jul 05, 2018ArticleMany businesses want to control access to their ScreenSteps site. There are several ways you can approach this depending on your needs. This article will describe some key concepts and approaches.
Using ScreenSteps / Admin Tasks / Viewing Permissions
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How do I add an editor to a site?
Updated on Jul 05, 2018ArticleOnce you add an Editor to a site, they will be able to create and publish content in that site. They will not be able to access content in sites that they are not assigned to.
Using ScreenSteps / Admin Tasks / Users (Admins, Authors, and Viewers)
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How to export a CSV of your users
Updated on Jul 03, 2018ArticleUsing ScreenSteps / Admin Tasks / Users (Admins, Authors, and Viewers)
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Resend the new user configuration email to a user
Updated on Jul 03, 2018ArticleIf one of your admins or editors needs to get setup again with ScreenSteps then you can resend the configuration email. The configuration email has:
- Instructions for downloading the ScreenSteps desktop software
- Instructions for configuring the desktop software.
Using ScreenSteps / Admin Tasks / Users (Admins, Authors, and Viewers)
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How do I delete a user?
Updated on Jul 03, 2018ArticleIf you want to delete a user from your ScreenSteps account, follow these instructions to learn how.
Using ScreenSteps / Admin Tasks / Users (Admins, Authors, and Viewers)
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How to add additional sites to your plan
Updated on Jul 03, 2018ArticleIf you've run out of sites or editors/Admin, meaning you've reached the limit for your plan, you can add more by following these instructions.
Using ScreenSteps / Admin Tasks / Managing Sites
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How do I make a site hidden from search engines?
Updated on Jul 02, 2018ArticleThe article will show you how to configure your site so that search engines (e.g. Google, Bing) do not index your knowledge base, and present it as a search result.
Setting Up ScreenSteps / Organizing Content / Sites