Extra Resources:
For more information on permissions, refer to the resources below:
- Open Site Settings
- Select Permissions under your desired Site
- Open Site Settings
You are done. Great job!
Review Permissions for Migration
Updated on
User and Group Permissions
Overview 6
Users 16
- 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
- How to Change User Role
Groups 4
Content-Level Permissions 4
Importing Users 3
Viewer Permissions 6
- What are Site Permissions and When Would I Use Them?
- How to Add Viewing Permissions for Users or Groups to a Site
- How to Add a User to a Site Who can Only View a Manual / Chapter / Article
- How to Add a Group to Only be Able to View a Manual / Chapter / Article in a site
- Removing viewing restrictions for a Manual/Chapter/Article
- Creating your ScreenSteps Account from Email Invitation
Editor Permissions 7
- How to Add Editing Permissions for a User to a Manual / Chapter / Article
- How Can I Tell What's a Manual / Chapter / Article When Adding Editing Permissions at the Content Level?
- Adding Editing Permissions to an Article
- Setting up a User to Only Review Articles and Leave Revision Notes
- Setting up a User to Edit But Not Publish All Articles on the Site
- Setting up a User to Manage and Publish All Content in a Site
- Setting up a User/Group to Only Edit Specific Manuals / Chapters / Articles
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
- Integrations
- Notifications
- Browser Extension (Contextual Help)
- FAQs
- Courses
- Migrating to the New Version of ScreenSteps