Recent updates
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How to Deactivate/Reactivate a User
Updated onWorkflowBy deactivating users you can temporarily remove admin and editor users from your account. When a user is deactivated they are not counted towards the user limits on your ScreenSteps plan. A user that has been deactivated will not be able to login, post articles, or authenticate their ScreenSteps desktop software.
Using ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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How to Receive Daily Activity Updates
Updated onArticleYou can opt in to receive daily email updates that will show you what articles were updated (or created) in your ScreenSteps account.
Using ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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How to Remove a Search Context for a Group
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at billing@screensteps.com.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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How to View the Manuals Assigned to a Group's Search Context
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at billing@screensteps.com.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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How to Create a Search Context for a Group
Updated onArticleThis feature is only available to users on our current plans (Standard, Advanced, or Enterprise). If you're on a legacy plan and are interested in switching to a current plan, please reach out to us at billing@screensteps.com.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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Resend the new user configuration email to a user
Updated onArticleIf 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, Contributors, and Readers)
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How to export a CSV of your users
Updated onArticleUsing ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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Enable a Contributor to Modify the Site Template
Updated onArticleContributors can be given additional permissions to edit the Site Template (e.g. appearance of the published knowledge base). Follow the steps below to add that permission to a contributor.
Using ScreenSteps / Admin Tasks / Permissions (Viewing and Editing)
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Add Several Users at Once: Bulk CSV File Upload
Updated onWorkflowThis article will show you how to import users from a CSV file. This will come in handy if you want to:
- Add Readers, Contributors, or Admins to your account in bulk.
- Assign Readers, Contributors, or Admins to a User Group in bulk.
- Update current user roles (e.g. from Reader to Contributor) in bulk.
Using ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)
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Giving a Reader Access to the Chrome Extension
Updated onArticleIf you have the Chrome Extension as part of your ScreenSteps plan and you want your Readers to be able to use it, you will need to grant your Readers permission in the ScreenSteps Admin are.
The following instructions walk you through how to enable the Chrome Extension for a specific Reader.
Using ScreenSteps / Admin Tasks / Users (Admins, Contributors, and Readers)