ScreenSteps

How do I delete a PDF template?

Article

This article will show you how to delete a PDF template from your account. This cannot be undone!

How to Receive an Email Each Time Someone Completes Your Course

Article

You can receive an email notification each time a learner completes one of your courses. Follow the steps below to opt in to receiving these emails.

Deciding on your Single Sign-on Strategy

Article

This article will present a few different Single Sign-on (SSO) scenarios which should help you develop a strategy that will meet your Single Sign-on needs.

Configuring SCIM with Okta

Article

Before you configure provisioning for ScreenSteps in Okta, make sure that you have configured your Single Sign-On options in ScreenSteps.

Should I create a Single Sign-on Endpoint at the Site or Account level?

Workflow

When you are deciding on whether you should create a Single Sign-on (SSO) endpoint at the account level or the site level, the following questions will help you decide.

How Identity Providers, domains, sites, and your account are associated

Article

In ScreenSteps there are different domains associated with your account administration area and each of your sites. For example, your Content Management and Admin Centers, as well as your Primary Site might be accessed through starkindustries.screenstepslive.com and your other sites might be ironman.screenstepslive.com (or ironman.starkindustries.com if you are using host mapping with the site) and arcreactor.screenstepslive.com (or arcreactor.starkindustries.com if you are using host mapping with the site).

When a user is logged into ScreenSteps they are logged into a specific domain. Being logged into one domain doesn't mean that you are logged into other domains, even if the domains are associated with the same account.

Each domain used in your ScreenSteps account can be associated with a single Identity Provider.

Assigning a new X.509 SAML Certificate to an Identity Provider configuration in ScreenSteps

Workflow

Displaying ScreenSteps in a Salesforce Tab

Workflow

This tutorial will show you how to add a tab to Salesforce that displays content from ScreenSteps. It is quite easy to do and makes integrating customized help files into your Salesforce account a cinch.

How to Embed Login Credentials into a URL

Article

This article will show you how to embed login credentials into a url. Why would you want to do this?  Here is an example scenario:

Say that you have a user area on your own website, not on ScreenSteps. You create a site on ScreenSteps that you want those users to have access to but you don't want to go through the hassle of setting up user accounts for everyone on ScreenSteps. You can use this method to provide a link in the user area that will take them to your site on ScreenSteps and automatically log them in under a shared user account.

What is Single Sign-on?

Article

By default, ScreenSteps allows you to manage access to your content by means of users and groups that you create in your ScreenSteps account. Setting up Single Sign-on through a 3rd party Identity Provider (IDP) allows you to incorporate a 3rd party user management system with your ScreenSteps account so that you do not have to manage users in two separate places. Single Sign-on gives you full control over the user authentication process.