Customizing tags based on user profile
Because ScreenSteps Live for Salesforce stores the tags to use for each tab in a hierarchal custom setting, you can customize the tags that are used based on user or profile.
Navigate to Setup
Navigate to App Setup > Develop > Custom Settings
Manage ScreenSteps Live Tags
Click on the Manage link next to ScreenSteps Live Tags.
Create a New Set of Data
On this screen you will already have a set of data for the Default Organization Level (1). Click New to create a new set of data for a user or profile (2).
Assign the User or Profile
From the Location menu, select Profile or User (1). Use the Magnifying glass (2) to locate the user or profile you want to create the new data set for.
Assign Tags
Now fill in the tags to use for this use/profile for each tab in Salesforce. If you leave a field empty then the default organization level data will be used.
Click Save when you are done.
The Result
The list of tags will be saved.
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