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User and Group Permissions
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Groups
How to Create a Group
Updated on
Feb 04, 2026
Click Settings
Click Groups
Click Create group
Name Your Group > Click Create
Add Users and/or Permissions
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Adding Permissions to a Group
User and Group Permissions
Overview
5
Overview of Permissions
Permission Level Descriptions
Permission Module Descriptions
What are the different ways you can authenticate users to view your ScreenSteps site?
Review Permissions for Migration
Users
15
What are the Two User Types in ScreenSteps?
How to Create a New User
How to Export a CSV of Your Users
How to Search or Filter Your List of Users to View Specific Individuals OR Roles
What is a Pending User?
How to View Which User Accounts are Still Pending
How to Resend a Pending User's Invitation to Set up their Account (Or Copy the URL to Send Them)
How to Delete a User's Pending Invitation
What Does it Mean to Deactivate, Reactivate, or Delete a User?
How to Deactivate a User
How to Reactivate a Deactivated User's Account
How to Add Permissions to a Member (i.e. User)
How to Add Additional Permissions to a User Who Belongs to a Group
Can you Add Additional Permissions to a User in a Group?
How to view permissions of an existing User
Groups
4
How to Create a Group
Adding Permissions to a Group
How to Add Users (i.e. Admin or Site Users) to a Group
Can a User Belong to More than One Group?
Content-Level Permissions
1
How to Add Users or Groups to Only Be Able to View or Edit Specific Pieces of Content
Importing Users
3
Overview of Importing Users into ScreenSteps with CSV
How to Format Your CSV File for Bulk User Import
Download a Sample CSV File for Importing Users in Bulk
Other Resources
Getting Started
Organizing ScreenSteps
Managing Articles
Authoring Content
Working with a Team of Authors
Customize Your Site
PDFs
Admin Tasks
Authentication (SSO, SCIM, SAML, Usernames, Passwords)
Accessibility
Migrating from Legacy to New ScreenSteps
Integrations
Notifications
Browser Extension (Contextual Help)
FAQs
Courses
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