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System Management

Last Updated April 1, 2025
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Brief Overview

Experience streamlined system management with WalkMe's unified tool in the Admin Center. By centralizing all essential system settings in one accessible location, this tool offers a user-friendly interface that simplifies management tasks. With intuitive controls and a clear layout, it allows you to efficiently optimize configurations and ensure consistent system performance. Say goodbye to juggling multiple platforms and enjoy the convenience of having everything you need in one place, empowering you to focus on driving success within your organization.

How to Access

To access the system management settings, you need to open the Systems page in the Admin Center and then select the system you want to manage.

How It Works

Systems page

In the Systems page, you can see information about all your systems.

You can select the Options menu next to a system to:

  • Change system type: Convert your system into another known type

    • Systems with applied settings cannot be converted

    • If your system has content built on it already, items attached to certain elements may not function correctly on the new system type

  • Add mobile web: Add a mobile web system to this web system

System settings

Once you select a system from the Systems page you will be able to manage all of its settings and 7 tabs will be available:

  1. Environments

  2. Extension

  3. System Users

  4. Multi-language

  5. Data Settings

  6. Accessibility

  7. Building Settings

Continue reading to learn more about the functionalities available in each tab.

Environments

In the Environment tab, you can manage all aspects related to your system environment.

Note

  • Default "Production" and "Test" environments are automatically generated during system creation
  • These two environments are immutable, meaning they cannot be altered (renamed or deleted)

  • Click on the + button to create a custom environment
Note

  • The name assigned to the environment must be a single word, max length - 100 characters, without spaces or special characters
  • The name can't be "Preview"

Once a new environment is created, the admin will be prompted to copy the corresponding snippet for their system.

If the deployment method is using an extension, relevant URLs for the environment can be configured in the Extension tab.

For detailed requirements, refer to the "Extension" section.

Renaming and Deleting Environments

“Production” and “Text” environments cannot be altered, but you can rename and delete custom environments.

  1. Hover over the custom environment
  2. Click on the 3-dot options menu
  3. Click Rename or Delete

Restoring Deleted Environments

Any custom environments that have been deleted will be moved to the Deleted Environments tab and can be restored at any time.

  1. Hover over the custom environment
  2. Click the Restore button

Extension

An extension is automatically created for each account, and any new system created is added to the extension but not activated by default.

Note

Extension settings are configured on a per-environment basis.

Read about enabling and configuring the extension:

Extension Settings in Admin Center

System Users

The Systems Users page displays a list of all users assigned to work on the system.

  • Click the + button to remove or add additional users to the system
Note

  • Users cannot have different roles for different systems
  • The role is granted once and applied to all systems to which the user has been added

  • After selecting the users, click Next

  • Click Assign

Multi-language

In the Multi-language tab, select how you want WalkMe to identify the site language. The options are:

  • HTML language attributes
  • Auto-detect
  • URL parameter
  • Site variable
  • Local storage
  • Cookie
  • jQuery

Data Settings

Unique user identifier (UUID)

  • The configuration process is the same as it has been in the editor up until today
  • For each value in the UUID dropdown, hovering over it will show a short explanation of what it means
  • For accounts with an IDP already configured, this option will be pre-selected

Unique User Settings (UUID)

Expected Format

  • The purpose of the expected format is to validate the value entered by the user in the User Identifier field
  • The values available under the “Expected Format” field include:
    • Email
    • GUID
    • Integer
    • Custom Regex
    • None (Default)

Accessibility

  • Admins now have the option to enable accessibility on the system or account level
  • To enable the accessibility setting, turn ON the toggle
  • If you wish to enable accessibility for the entire account, meaning any new system created will have accessibility settings turned ON by default (not apply on already existing systems), check the relevant checkbox
  • If accessibility has been enabled at the account level by WalkMe before, the toggle will be turned ON by default
  • There will be no option to turn it OFF independently; contact support if you want accessibility to be disabled

Building Settings

  • If you enable this setting, when an element is captured for a step, rule, SmartTip, or launcher, WalkMe will take a screenshot
  • The screenshot will include the element highlighted by the element selector
  • Check the box if you want the screenshots to be blurred

Screenshots

 

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