Integrations Page in Workstation Console

Last Updated July 10, 2023

Brief Overview

Workstation content and integrations can be managed externally from the Workstation via the WalkMe Console. The Integrations page on the WalkMe Console is a powerful tool for Workstation admins to seamlessly connect work apps to Workstations across your organization.

After configuring an integration, admins can manage access and add audiences to the integration, allowing for targeted content to specific user groups.

WalkMe Admin

This article is intended for your organization’s WalkMe Admin. You need access to the WalkMe Console in order to add and manage integrations.

Get to Know

From the Integrations page Workstation, you can manage which applications are available on Workstations across your organization.

Authorization type

Note that depending on the integration, configuration and connection is done using one of two secured standards, API Key or OAuth2.0. Read more about integrations and their authorization type

Integrations are organized in 3 tabs:

  • All – All available applications
  • Connected – Only connected applications
  • Available – Only applications not yet connected

Read about Integration Card tags (beta and coming soon)...

Some Integration Cards have a tag to indicate:

  • Beta: Integrations with this tag are available for use, the tag acts as an indicator that there could be changes to the experience and performance.
  • Coming Soon: Integrations with this tag are read-only

Integrations that require setup (API Key)

If the integration requires an API key, a “Setup” button will appear. Each app has different instructions for setting up. If an API key is required, go to that app’s integration overview to get set up instructions. Here is a list of available integrations and their articles.

After all needed configuration is there, click the now available Enable button and the app becomes available for users.

Integrations that don’t require setup (OAuth2.0)

If the integration authorization type is OAuth2.0 then no further set up is required. Click Enable to make the integration available to your organization.

Segment integrations with audiences

Integrations can be segmented using ComCenter audiences and individual recipients.

After an integration has been configured, the next step in the process is to manage access and add audiences. Learn more about audiences and how to create them.

If you don’t need to segment the integration, select All recipients and click apply. The integration will be available to everyone.

If you want to segment the integration:

  1. Click Select specific recipients…
  2. You can select audiences from your ComCenter audiences and/or add individual users.
  3. When you’ve selected all relevant audiences and users, click Apply.

The integrations card on the main page will indicate whether that app was segmented or not.  Hover over the corner to see a list of the recipients or audiences that this app is available to. If the integrations wasn’t segmented, then there will be an “All”.

Click on the icons to change the segmentation.

Changing segmentation

You can change the segmentation settings at any time. However, keep in mind that if you segment an integration after it has been connected to Workstations, users who do not meet the selected segmentation criteria will no longer have access to the integration. Consequently, the integration will be automatically removed from their Workstation.

Disabling integrations

If an integration is enabled and you no longer want it available, click Disable and the app will be removed from all Workstations in your organization.

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