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How to Publish Global Settings

This article describes how to publish WalkMe settings. For regular publishing of WalkMe content, please see the dedicated publishing article.

Brief Overview

To keep WalkMe running smoothly, general account settings and other settings are updated regularly. These include changes that are made to the Menu Organizer, any changes that you apply in the Customize Menu, including changes to the Widget and custom CSS, global segments, and more.

How it Works

To publish your Global Settings, follow the instructions below:

  1. Open System settings from the editor
  2. Click Publish settings
  3. Select the environment you want to publish settings to from the dropdown
  4. Select the settings you'd like to publish from the list:

    • System settings

    • Styling and integrations

    • Theming

    • Menu Organizer

    • Search providers

    • Dynamic text attributes

    • Segmentation

  5. If one of the configuration files is outdated, you'll see a notification suggesting that you update to a newer version

What is Included in Each Setting

System settings

  • System settings
  • Insights tracking level
  • UUID settings
  • System configuration files

Styling and integrations

  • Global CSS
  • Content style
  • WalkMe general translations (doesn't include content translations)
  • Help Desk integration
  • Live Chat integration
  • Language identification

Theming

  • Theming settings

Menu Organizer

  • Menu Organizer settings and structure (doesn't include content)

Search providers

  • Search provider settings

Dynamic text attributes

  • Dynamic text attributes settings

Segmentation

  • Global segments (assigned segments and updated segment conditions)
Note

By default, all editor users are granted access to publish settings, but this can be manually disabled. For more information, view our User Management and User Roles article.

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