Recent updates
-
Adding Viewer Permission Rules for an Existing Group
Updated onArticleUser groups allow you to apply viewing permissions to several users at once. This makes it much easier to maintain large numbers of user permissions.
Using ScreenSteps Permissions Viewing (Reader) Permissions
-
Adding Viewer Permission Rules to an Individual User That Already Has a User Account
Updated onArticleYou can apply viewing permissions to individual users.
Using ScreenSteps Permissions Viewing (Reader) Permissions
-
How to Create Reader User Accounts
Updated onArticleNote: Only Admin can create new user accounts.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
-
Site Permission Rules for Readers or Contributors Viewing a Published Site
Updated onArticle- Assigned Content Only: This group/user can ONLY see articles, chapters, or manuals that they have been explicitly assigned to in the published site. Nothing else. For example, if you hire contractors and you only want them to be able to see the Contractor Manual, users in this group can only see what they have been assigned (you will not need to lock down all the other manuals/chapters/articles in your site).
- Unrestricted & Assigned Content: This group/user can see all manuals/chapters/articles in the published site that have not been restricted AND you can assign them to manuals/chapters/articles that are restricted.
- All Content: Members of this group/individual user can see all content in the published site whether it's been restricted or not.
Using ScreenSteps Permissions Overview of Permissions
-
How do I invite a user to a site?
Updated onArticleYou can invite a user who does not have access to ScreenSteps.
By sending an invitation to a user from the site, that user will be able to create their own username and password and will only have access to the site you invite them to.
Using ScreenSteps Admin Tasks Users (Admins, Contributors, and Readers)
-
How to Add Featured Article Lists to the Sidebar
Updated onArticleIn addition to adding a custom message and/or an auto-updating Recently Updated Articles list to your site's sidebar, you also have the option of adding up to 2 custom Featured Article Lists.
Setting Up ScreenSteps Customize Your Site Customizing the 2019 (New) Template
-
How to Add Content to Existing Contextual Help Channels
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <[email protected]>.
Using ScreenSteps Contextual Help Using Contextual Help
-
How to Use jQuery to Customize a Browser Extension Channel Based on Page Content
Updated onArticleThe ScreenSteps Browser Extension is an add-on to select plans. If you don't currently have access but are interested in adding it to your plan, please reach out to <[email protected]>.
Using ScreenSteps Contextual Help Using Contextual Help
-
How to Download and Install the ScreenSteps Desktop Editor
Updated onWorkflowTo download the desktop editor, you need the following items:
- An active ScreenSteps account
- A user account with an Admin or a Contributor role
Setting Up ScreenSteps Overview of ScreenSteps Using ScreenSteps
Article also found in: