Contracts in Admin Center

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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

1. Navigate to https://admin.walkme.com

2. Click on Contracts tab
   

3. 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.

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.