WalkMe Editor Features
Brief Overview
Learn about the features available in your WalkMe Editor!
The WalkMe Editor is used for building, managing, and publishing Smart Walk-Thurs and the other WalkMe Apps. Once the Editor is installed on your computer, simply download the Extension to your selected Browser to start building.
For more detailed guidance on how to install WalkMe Editor, please follow the instructions in our Support article.
Learn about the Editor Experience
Editor Connection Indicator
When you are ready to begin building your WalkMe solutions, it is important to make sure that the Editor is connected to your browser, this enables you to capture elements on the screen successfully and use them in your build.
Use the WalkMe Connection Indicator to make sure that you are connected at all times. If the Indicator is a green checkmark, you are connected:
If the indicator is a red X, you are not connected:
If you are not able to connect, it is recommended to double-check your configurations and restart. If you are still experiencing problems, contact our Support team.
Accessing the Editor Menu
You can access the Editor menu by clicking on the menu icon in the top left of the Editor.
In the menu you can access many of the WalkMe apps that are available:
System Management
Switch Systems
It’s important to make sure that you are working on the correct system associated with your Account.
You can see the name of the system in the top left of the Editor. In case the system name is too long, hover over the Systems button to see the full name.
Manage Users & Systems
Users with Admin permissions will have access to Manage Users & Manage Systems from the Select Systems screen, including the ability to invite new users.
This can be done by clicking on the … Menu button, where you you see the following dropdown options:
- Manage Users – Allows you to view current System users, invite new users, and access link to Users & Roles in the Admin Center
- Manage Systems – Opens the Systems screen in the Admin Center
After clicking Manage Users you will be able to view the current users for a System and invite new users to join by using the Invite Users icon:
Invite Users
By clicking the Invite Users icon, users with Write permissions can invite users to the System.
- Option to bulk invite users by pasting directly from Excel, Google Sheet, etc.
- Pasting or typing a list of users can be done in one of the following options:
- Separated by semicolons (‘;’)
- Separated by line breaks
- Separated by spaces
- Separated by commas (‘,’)
Press enter on keyboard or click Add once finished entering new user email addresses.
- Once added to the list, a User’s role can be modified using the Roles dropdown
- Note: A user that already exists in the Account cannot be edited from the Editor since the role is set in the Account level and affects others Systems
- Please use the Admin Center to edit an existing role
- Sending the invitation will send an email with an activation link to the invited user or users
Learn more about Systems and Account Management.
Refreshing the Editor Application
To refresh the Editor, select “Refresh Editor” in the Editor menu. This can be helpful for troubleshooting if an issue in the Editor is encountered. Refreshing reloads the Editor site inside the electron app just like refreshing a site in the browser (it’s not a hard refresh though so it doesn’t clear the Editor’s cache):
Resize the Editor Application
Editor maximum width size can be customized to the minimum of 1500px, in order to improve the experience when working on wide screens.
- Click on the Settings tab in the Editor:
- Select the User Preferences tab
- Change from Full Screen to Max width and enter the desired width size of the Editor (Minimum of 1500px)
- Click Save
- Refresh the Editor
Item Menu
Click on the three dots next to an item to see the item options menu:
- Rename
- Duplicate
- Delete
- Share
- Copy Name (Coming soon!)
- Copy ID
- Show History
