ScreenSteps

How to update your Zendesk connection settings in ScreenSteps

Article

If you change your API key in Zendesk or need to change the user you use to connect ScreenSteps to Zendesk then you will need to update your connection settings in ScreenSteps.

For information on generating a new Zendesk API key refer to the following article in the Zendesk Help Center:

How to Add a Logo to the Account Log In Page

Article

To add a logo to your account's log in page (as shown below), follow the steps in this article.

Configure Single Sign-on with Salesforce

Article

Single 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.

Setting up a User (i.e. Contributor) to Only Edit Specific Articles in a Chapter or Manual

Article

This 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:

Setting up a User (i.e. Contributor) to Only Moderate Comments

Article

This article will show you how to set up a Contributor user who can only moderate comments that are left on the published site.

Setting up a User (i.e. Contributor) to Manage and Publish All Content in a Site

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This article will show you how to set up a Contributor user who can create and edit publish articles from the Admin area.

Setting up a User (i.e. Contributor) to Edit But Not Publish All Articles on the Site

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This article will show you how to set up a Contributor user who can only create and edit articles but cannot publish them.

Setting up a User (i.e. Contributor) to Only Review Articles and Leave Revision Notes

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This 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.

Setting up a User (i.e. Contributor) to Manage Site Template, Notifications, Courses, Channels, and/or View Reports But NOT Edit Articles

Article

This 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.

Setting up a User (i.e. Contributor) to Only Create and/or Publish Uncategorized Articles

Article

This 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.