Admin & configuration videos for B2B SaaS software

Admin guides for B2B SaaS software should cover every setting that changes what other people can see or do, explain the effect of each change before the admin saves it, and be easy for a newly appointed admin to find. Cover:

• Each admin task, step by step: turn on single sign-on and require it for members, verify your company email domain, decide who joins as a member and who joins as a guest, hand a leaver's pages to someone else and review security activity in the audit log.
• What each setting changes for everyone else, with a warning on the steps that grant access or remove it.
• Why it matters: A new admin inherits single sign-on and guest rules they didn't set.
• Safe screenshots. Identity provider details and similar details should come from a demo account; Blur a Spot hides anything that slips in.
• A starting point for new admins, because the person who set things up often moves on.

Short admin guides can also open inside your product as in-app tutorials.

Assign an owner, update only the steps that change, and review admin guides on a schedule. Admin screens in B2B SaaS software change less often than everyday screens, which makes outdated admin guides easy to miss:

• Know what triggers updates, for example: sign-in options change, verification steps change and guest rules change.
• Edit single steps. Trainn's guide editor lets you change one step and its screenshot without recapturing the whole guide.
• Keep one link per guide. The updated version shows everywhere the guide is shared, including help center articles.
• Review before admins need them, for example before a customer's security review or renewal.

See how often to update step-by-step guides.

Use step-by-step guides for admin tasks people repeat, and short videos for settings that need explaining. Admins usually follow the steps while doing the task, so a written guide with screenshots works best, while a video helps when the effect of a setting isn't obvious:

• Guide: repeatable tasks such as “turn on single sign-on and require it for members” or “review security activity in the audit log”.
• Video: settings whose effect needs explaining. For example, procurement asks about sign-in, guests and audit logs before renewal.
• Both from one recording. Trainn produces the video and the guide together.
• Exportable for reviews. Admin guides can be exported as PDF and attached to a customer's security review.

Trainn's step-by-step guide generator writes the guide from your recording.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your B2B SaaS software, such as “turn on single sign-on and require it for members”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.