Brief Overview

The WalkMe Partner Portal gives the flexibility to manage and share content with multiple accounts, while still allowing each account to create and customize content to meet their individual needs. The portal provides central access to the main configurations needed by Partners.

There you are able to:

• Create and manage clients
• Provide a snippet out-of-the-box without additional efforts from clients (via tag manager)
• View an overview of client's usage data

There Partner's Gallery complements the Partner Portal. Any partner content created in the editor will be uploaded to the Solutions Gallery and will then be available for download by their clients.

The client will be able to download that content to their Editor account, customize it, and then publish the newly created content that will replace the standard partner content.

When the customer's user will access the partner app, WalkMe will identify it and dynamically load the correct snippet and its unique WalkMe content.

How It Works

General settings

1. Login to the Partner Portal at partner.walkme.com
2. Open the settings
3. Add a system variable name
   • Example: sapUserId
4. Click Save

Create new client

1. Click + Create Client
2. Enter the client name
   • Example: Nike
3. Select a system from the dropdown options
4. Enter the System Client ID for Tag Manager
   • Example: f947ccba-6eca-424a-a097-7114278effd4
5. Assign system admins
6. Click Create Client

Activate client

After creating a new client an activation email will be sent to the admin email address provided.

The client should follow the steps below to activate their WalkMe account.

1. From the activation email, click on Activate Account
2. Enter first name, last name, and set a password for the account
3. Click Sign Up

Edit client

1. Click on the client line you would like to edit
2. Click Edit
3. Edit the desired fields
4. Click Save