Permissions Management
Keep your content in the right hands without overloading employees with unnecessary information
Don’t overload your employees with information they don’t need. Using permissions management, you provide your employees access to view and edit appropriate processes depending on their roles.
It’s the Goldilocks Complex — give your employees the “just right” amount of access. And the permissions are simple to manage and don’t take long to set up.
Your team is made up of different roles and partners outside of the company. With permissions management, provide them access to the content they need.
Control access
Manage authoring permissions
Differentiate roles
Simplify the sign-on process
Too much information can be overwhelming and distracting for employees. Cut down the clutter by controlling access to your content with flexible viewing permissions. Employees won’t see information that doesn’t matter to them.
For example you can give a user access to an entire manual, or just a few articles in that manual.
Get everyone involved with flexible authoring permissions. Differentiate between authors and administrators. This allows employees with lower access levels to edit articles while still authorizing admins access to a wider range of materials.
You can allow some users to have full publishing rights, allow others to contribute content but not publish, or even give them review-only permissions.
Setting up permissions for who gets access to which articles can take hours. Simplify the process by determining who gets to see which pages according to their role in the company.
You can even set up groups that differentiate between employees, partners, customers, and consultants.
No more forgetting passwords. By using single sign-on, employees are able to log into ScreenSteps through your already existing user management system (i.e. Azure Active Directory, GSuite, Salesforce, Okta, OneLogin, or any other applications that support SAML).
Yes, if you are using Microsoft Active Directory Federation Services. You can connect ScreenSteps to your Active Directory through our SAML integration.
Users can be invited individually, uploaded from a CSV, or automatically provisioned via our SAML integrations.
Yes. You can use our SCIM API to sync your users and groups over to ScreenSteps.
Viewing permissions can be set for an entire site, or a manual, chapter, or article level.
You can give contributors permissions to author and publish, author but not publish, or just allow them to review and add notes to content.
Make your migration to ScreenSteps easier. Our support team can help you develop a strategy for authenticating and managing your users and permissions.
“The fact that you have so many features at your fingertips and the fact that you can actually USE all them, make ScreenSteps the best product on the market for training. We've loved it here and it has brought us much better results than what we were doing beforehand. It's a great product with a great customer service department and they keep delivering value.”
G2 Customer Review
“With ScreenSteps, new agents don’t seem to have any calls that they shudder with. They feel confident handling any type of call within the first 15 days of being hired (even the more involved calls), and by day 45 they are pretty much experts.”
Stephanie Beal | Trainer, Business Process Outsourcer
“It's hard to decide if I like the software or the support best. Response times are fast, and only take one request. In one word — superb.”
Gary | Chairman and CEO of a Small Business
Use these additional, related resources to help you get the information you need to understand all the available knowledge base software tools.
Stop wasting time with clunky, outdated, and ineffective authoring tools. Create a knowledge base that your employees will actually enjoy using.