Contracts in Admin Center

Last Updated August 18, 2024

Brief Overview

The new Contracts tab in Admin Center allows WalkMe admins to oversee all existing entitlements (contracts) on their account.

They will have access to a user-friendly table displaying all contracts, including associated systems and details such as the number of allocated systems per contract, contract expiration date, and any indication if a contract exceeds its plan limitations.

How to Use

View Contracts

Navigate to https://admin.walkme.com
Click on Contracts tab
The primary contracts table has four columns:
- Subscription Service: Displays the contract name sourced from Salesforce's "Order Form". Beneath the name lies the SFDC ID of the corresponding contract, also extracted from Salesforce.
- Mapped/Purchased Apps: Indicates the count of systems currently allocated to the contract out of the total systems eligible for assignment under the contract's definition
- Expiration Date: Denotes the date when the contract is set to expire
- Status: Reflects the contract's current state, with two possible statuses: "Active" signifies that the contract is operational, while "Expired" indicates that it has reached its expiration date.

See Assigned Systems

Click on the contract row to expand the list of all systems currently assigned to that contract. These systems are sourced from Salesforce.

Note

Currently, not all systems shown in the Admin Center and associated with the account will be assigned to the contracts.

In future developments, there will be an option to independently assign systems to the relevant contract.

If the current number of systems associated with a contract exceeds the limit defined by the contract, an alert will appear at the top of the page, indicating that one or more contracts have reached their limits. In this scenario, admins can contact their WalkMe representative to address the issue.

The number of systems will be highlighted with color to clearly show the problematic contract.

Connecting contract to a system

Navigate to the Contracts tab
Click on the Unmapped Systems tab in the top menu
Select the relevant system(s) from your account that you want to assign to a contract

Only commercial systems will appear in this list (trial systems are not included)
Click the Connect to Contract link
In the Connect System to Contract popup, choose the desired contract from the list of available contracts on your account
Click Connect

Note

Contracts that have exceeded the number of systems will be shown with a yellow alert icon. While there is an option to assign systems to these contracts, it is highly recommended to contact your WalkMe representative to review the details of the specific contract.

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