My Roof CRM

Attach tutorial videos to help guides

Paste a YouTube, Vimeo, Loom or direct video link onto a guide from the admin panel, order multiple videos, edit or remove them, and see the result on the public guide.

Intermediate 5 minPlatform administrator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

Rough runtime

2:51

Scenes

6

Lesson

10.2 · Platform administration

File name

10-02 admin-attach-tutorial-videos.mp4

Before you record

  • An unlisted test video on YouTube.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

The viewer is assumed to have: A super-admin account; The video published on YouTube (unlisted is fine), Vimeo or Loom.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Attach tutorial videos to help guides/admin/helpTitle card, then the first screen of the lesson.Finished a tutorial video? Here is how to put it on its guide in under a minute.
10:2034sOpen Help videos/admin/helpIn the Admin Panel click "Help videos".Help videos shows every guide and which ones still need a video.
20:5434sAdd a video/admin/helpClick "Add video" on a guide. Paste the link into "Video link", check the provider detection line, adjust the Title, add an optional Note and click "Attach video".Paste the YouTube link; the app recognises it and previews it. Attach, and it is live.
31:2834sOrder, edit, remove/admin/helpUse the up/down arrows to make a video the Main one, the pencil to edit title, link or note, and the bin to remove (confirm "Remove video").The first video is the main one. Reorder, edit or remove at any time.
42:0234sCheck the guide/help/[slug]Open the guide link in a new tab.Open the guide: the video is embedded, and the course outline marks the lesson as having a video.
52:3615sRecap & next lesson/help/[slug]Hold on the finished result, then the end card.Next module: how testers and video producers use these guides.

Narration, in order

  1. 0. Intro: Attach tutorial videos to help guides

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Finished a tutorial video? Here is how to put it on its guide in under a minute.

  2. 1. Open Help videos

    0:20 · 34s

    In the Admin Panel click "Help videos".

    Help videos shows every guide and which ones still need a video.

    Show before cutting: Counts for Guides, With a video and Still to record; a search box; a switch "Only guides without a video"; guides grouped by module with an "Add video" button each.

  3. 2. Add a video

    0:54 · 34s

    Click "Add video" on a guide. Paste the link into "Video link", check the provider detection line, adjust the Title, add an optional Note and click "Attach video".

    Paste the YouTube link; the app recognises it and previews it. Attach, and it is live.

    Show before cutting: The link is validated: YouTube, Vimeo, Loom or a direct https .mp4/.webm file. A preview appears for hosted videos. Toast "Video attached to the guide".

  4. 3. Order, edit, remove

    1:28 · 34s

    Use the up/down arrows to make a video the Main one, the pencil to edit title, link or note, and the bin to remove (confirm "Remove video").

    The first video is the main one. Reorder, edit or remove at any time.

    Show before cutting: Changes save immediately; removal does not delete the video from its host.

  5. 4. Check the guide

    2:02 · 34s

    Open the guide link in a new tab.

    Open the guide: the video is embedded, and the course outline marks the lesson as having a video.

    Show before cutting: The video plays under the title; the course outline shows a play icon next to the lesson.

  6. 5. Recap & next lesson

    2:36 · 15s

    Hold on the finished result, then the end card.

    Next module: how testers and video producers use these guides.

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