Work flows better with WalkMe.
The Settings page lets you view and modify Workstation configurations. You can select preferences and customize branding to suit your needs.
Includes:
Welcome screen & icon customization
Enterprise search customization
Resources customization
Feedback settings
Bubble customization
Preferences
The Workstation welcome screen is a customizable interface that appears when users first access the Workstation.
Click the Welcome Screen dropdown to uploaded and/or customized the following:
Header image: Located on the upper part of the screen (PNG file, dimensions: 500x240)
Logo: Located in the center of the screen (PNG file, dimensions: 45x45)
Messaging:
Title (up to 20 characters)
Subtitle (up to 35 characters)
Button (up to 10 characters)
Note: Clicking Reset will revert the icon to the WalkMe default.
The Workstation application icon is what appears in the desktop's dock or applications list.
Click the Application Icon dropdown to upload the following:
Application icon: Upload an icon for the computer's applications list or dock (PNG file, dimensions: 512x512)
Single-color icon: MacOS also displays open apps on the menu bar at the top of the screen. These icons look best as a single color
Upload a monochromatic icon for Mac top menu bars (PNG file, dimensions: 512x512)
Note: Clicking Reset will revert the icon to the WalkMe default.
Personalize the enterprise search with custom text.
Header text (up to 30 characters)
Subheading text (up to 33 characters)
Enable the toggle to add subheading text
Search bar placeholder text (up to 27 characters)
Note: Clicking Reset will revert the text to the WalkMe default.
Personalize the Resources page with custom text and icons.
Click the Resources Header dropdown to customize/upload the following:
Resources page icon: Click the icon dropdown to select an icon for the Workstation navigation sidebar
Header text (up to 30 characters)
Subheading text (up to 33 characters)
Enable the toggle to add subheading text
Search bar placeholder text (up to 27 characters)
Note: Clicking Reset will revert the icon or text to the WalkMe default.
Search results show the resource document title, and the company tag/logo that can be customized.
Click the Search Results Display dropdown to customize/upload the following:
Enable the Display company logo and name toggle to add item tags to search results
Tag logo: The logo will appear in the bottom-left corner of the result box
Tag company name: The tag name will appear to the right of the tag logo (up to 27 characters)
The feedback button is located in the About tab of the Settings page. By default, it leads users to the Workstation product survey, which can be customized.
Select one of three options:
Keep default settings: This sets the feedback link as the Workstation product survey created by WalkMe
Don't display Feedback button: Hides the feedback button from users
Override Feedback button: Add a custom URL for your survey link
Enter the URL of your survey in the Feedback URL field
Click Update to implement your changes
The Workstation Bubble is a widget added to the home screen, which allows easy access to Workstation.
Customize the Workstation bubble display options with the following:
Bubble display settings: Select one of three options
Always display bubble: The bubble will always appear on screen
Hide bubble with option to enable in Settings: The bubble is displayed by default, but end-users can choose to enable it from the Preferences page in Settings
Disable bubble: The bubble is disabled by default and the option to enable it will not be available to end-users
Bubble color: The background color for the bubble
Bubble icon: Upload a custom image for the bubble icon (PNG file, dimensions: 512x512)
Allow emoji icon selection: Enable to allow end-users to select an emoji for their bubble icon
Note: Clicking Reset will revert the icon to the WalkMe default.
Adjust Workstation settings by enabling or disabling specific preferences.
Click the General dropdown to modify the following:
Launch Workstation in the background by default: Workstation will start up automatically when the computer is turned on or restarted
Display mobile banner: A banner will prompt users to download the Mobile Workstation app. Disabling will hide the banner from the profile page
Display Integration wizard: The integration wizard will start up automatically on initial login
Disabling prevents the integration wizard from starting on initial login
Click the Help dropdown to modify the Help tab in Workstation settings:
Display Top articles section: Adds the Top articles section in the Help tab
Top articles provides links to popular help topics to find answers quickly
Display Product tour: The product tour will start up automatically on initial login and appear as a button in the Help tab
Disabling prevents the product tour from starting on initial login and will not appear in the Help tab
