DAP Admin Center

Updated on April 29, 2020 Download PDFDownload as PDF
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Brief Overview

WalkMe’s new DAP Admin Center is your gateway to increased self-service and account transparency. A central dashboard for our WalkMe admins, you can now control your WalkMe set-up and configurations and perform certain account configurations on your own. The DAP Admin Center is the unified configuration area for WalkMe customers to set up their accounts, control their users’ access control and manage the systems they work on.

The DAP Admin Center helps you go-live faster the following configurations:

  • Access control: Manage user permissions and roles when adding builders or a new user to Insights.
  • Deployment: quickly embed the WalkMe snippet and download the extension.
  • Add a new system: simply select a new system from a preconfigured list.

Use Cases

  • An Admin would like to deploy WalkMe in the organization using the extension or by embedding the system’s snippet in source code.
  • An Admin would like to add/edit users’ access or create/edit roles’ permissions for WalkMe services.
  • An Admin would like to create a new system WalkMe will run on or change the URL/regex an existing system runs on.
  • An Admin would like to change how end-users are identified in a system

How It Works

The Admin Space can be accessed from the DAP Homepage for all Multi-System Accounts:

Installation

The installation tab provides you with information on the different installation methods available for WalkMe. For more information the WalkMe Snippet or the WalkMe Extension

WalkMe Extension

Clicking “Open Installation Wizard” will automatically open the All-In-One Installer page, so users can download its relevant extension and distribute it within its organization.

JavaScript Snippet

This deployment method is used to implement the relevant snippet of every system/application within the source code of the webpage.

  • Clicking “Select from available” will open a snippet wizard so admin can easily choose which system/application’s snippet they’d like to implement and for which environment:
  • Clicking “Create a new system” will open the system creation wizard, which is elaborated under “System” section on this article

Users & Roles

This area provides you with improved functionality of the Users and Roles page in analytics.walkme.com. For more information on Users and Roles, see the dedicated article here but was built with a resilient and flexible architecture that resolved usability bugs that occurred on the old interface of managing Users and Roles through the Editor.

Important note: Using Admin Center is the best practice for managing Users and Roles of an MSA

Create/edit a user

Accessing the user configuration screen can be accomplished by:

  • Clicking on the specific user from users’ list
  • Create a new user by clicking “New user”

Notes: 

  • A user can have only one role
  • A user can be assigned to several systems, on which they’ll have permission for according to their role.

Viewing a default role or creating/editing a custom role

Accessing role configuration can be done by:

  • Choosing a role from the roles’ list
  • Creating a new custom role by clicking “Create role”

Systems

Systems List

This shows the list of systems that are available under that account

  • System column – The name of the system.
    • For regular accounts – the name will be “System1” as default.
  • Status:
    • Active – a non-trial system
    • Trial – a system which has been configured as “Limited system”
What is trial?

Every new system is created as trial by default with the ability to expand working with WalkMe on further apps. Contact your Account Manager for more information

  • URL – The first URL/regex which is defined for that system’s production environment (Synced automatically when the account is bound to account.
  • Installation:
    • Snippet – shown if there is no URL/regex to inject that system’s snippet
    • Extension – Shown when there is a URL/regex that injects that system’s snippet
  • Total users – User counter as derived from Insights
  • User Identifier – The current “User Identifier” setting for that system

Add System

Offering the creation of a new system and the optional selection of predefined ones.

  • New systems are created as “Trial” systems
  • Regular account (one system account) which creates a new system, will be transitioned to an MSA with two systems – the original one, and the chosen new one.
  • Choosing the following systems will automatically add the relevant Master features (Preset Configuration):
    • Salesforce Lightning
    • Workday
    • Success Factors
    • Oracle HCM

Edit System

This screen offers the following functionality:

  • Editing the name of the system.
  • Choosing the URLs/regex on which WalkMe’s content for that system will be shown. This configuration automatically affects the extension’s packages which are connected to that account.
    • The configuration of URLs/regex is done per environment.
  • Choosing the User Identifier method for that system
    • This configuration is automatically synced with the configuration of User Identifier which is currently done in the Editor
    • For any change to take place, the user still needs to publish the User Identifier to the specific environment and through the Editor

Limitations

There is currently a limitation where some of the DAP Admin Center data is restricted for users with a snippet implementation. Specifically “Total Users” data.

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