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ScreenSteps

ScreenSteps is designed to simplify the process of creating step-by-step instructions and documentation for various purposes, such as customer support, employee training, and knowledge sharing.

Prerequisites

You must have an account in ScreenSteps.

1 Go to Dashboard > Marketplace > SSO Integrations.

SSO

2 Select ScreenSteps from the list.

3 You'll land on the overview page, with an additional tab: Installation (providing a step-by-step installation guide).

Overview

4 Click on INSTALL.

5 Provide a Name, and for the Entity ID, go to your ScreenSteps Dashboard.

6 Click on Account > Site Access.

Account

7 Under Content Management and Admin Centers. Click on the edit icon.

Edit Icon

8 A set of configurations for the Identity Provider (IDP) will be presented.

9 Set Login through as SAML

SAML

10 Copy the Entity ID.

Entity ID

11 Return to your dashboard, paste the Entity ID.

Install

12 Once the configurations are provided, click on INSTALL.

13 Navigate to Applications > SSO, and click on the created ScreenSteps SSO.

ScreenSteps SSO

14 Click on Metadata, where the list of endpoints for the particular SSO will be available. Copy the Login Endpoint.

Login Endpoint

15 Switch to ScreenSteps, paste the Login Endpoint in Remote Login URL.

Remote Login URL

16 Return to your dashboard, copy the Logout Endpoint Redirect.

Logout Endpoint Redirect

17 Switch to ScreenSteps, paste the Logout Endpoint Redirect in Logout URL.

Logout URL

18 Return to your dashboard, click on DOWNLOAD CERTIFICATE.

DOWNLOAD CERTIFICATE

19 Switch to ScreenSteps, click on the Certificate tab.

Certificate

20 Choose the file from the menu and upload the downloaded certificate.

Upload Certificate

21 Click on the Testing and Activation tab.

Testing and Activation

22 Check on Active and click on Done.

Active

23 Return to your dashboard, assign a user with ScreenSteps role. To do so, navigate to Users or Workspace Admins, click on the user you want to assign the role.

Workspace Admins

24 You will be taken to the user's Details tab, click on Roles & Groups.

25 Select List View and click on + ADD ROLE.

ADD ROLE

26 The available roles will appear; select sso-screensteps-ScreenSteps-role and click on ADD ROLES.

Available Roles

27 To verify whether SSO has been successfully enabled, go to Applications > SSO, click on SSO DASHBOARD button.

SSO DASHBORD

28 The ScreenSteps SSO will be enabled successfully.

ScreenSteps SSO

Know more

Marketplace

Application Details

Application Execution