Login Mode
Brief Overview
The WalkMe Menu now supports three login modes — Lite, Gradual, and Standard — giving organizations more flexibility in how users access content on Desktop and Mobile.
While Standard mode (login required) has always been available, the new Lite and Gradual modes are designed to remove friction from onboarding and accelerate time-to-value:
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Lite mode allows users to access the Menu without any login or IDP setup.
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Gradual mode starts with instant access, giving users the option to log in later for a personalized experience.
These modes help support a broader range of deployment strategies, from lightweight pilots to fully authenticated enterprise rollouts.
Configure Login Mode
Setting the login mode is a key step when deploying the WalkMe Menu. You can choose between Lite, Gradual, or Standard depending on your identity strategy and deployment goals.
This step is part of the Deploy flow in console and must be completed separately for both Desktop and Mobile tabs.
How to Configure
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Go to Console > Menu > Deploy
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Select the appropriate tab: Desktop or Mobile
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For the Configure step, choose your login mode:
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Lite – Provides instant access with no login required
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Standard – Requires login via SSO/IDP for full personalization and analytics
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Gradual – Starts with Lite access, with the option to log in later (Recommended)
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Additional Options
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Identification method: Select how users are identified in Lite/Gradual modes
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In Standard mode, the analytics UUID relies on the IDP. However, in Lite mode, it can be based on either the Machine ID or the OS logged-in user
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Login banner optimization:
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Choose banner placement
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Customize the login prompt text\
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How It Works
Lite Mode
What is it?
Lite Mode allows users to access the WalkMe Menu without any login, SSO, or IDP configuration.
Who is it for?
Organizations without an IDP, or those looking to streamline onboarding, pilot WalkMe quickly, or minimize IT involvement.
What problem does it solve?
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Removes friction at adoption by eliminating mandatory authentication
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Enables users to engage instantly and accelerates value realization
What it includes?
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Access to WalkMe content, onboarding tasks, public AI Chat, and notifications
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Segmentation is based only on device ID
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No integrations or user-level analytics
Gradual Mode
Recommended
What is it?
Gradual Mode starts users in Lite, with a built-in prompt to log in later and unlock Standard features.
Who is it for?
IDP-enabled organizations looking to boost adoption while offering a personalized experience.
What problem does it solve?
Removes login friction, letting users engage immediately and explore the product before authenticating.
What it includes?
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All Lite features, plus optional login prompt
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Users who log in unlock full segmentation, analytics, and integrations
Standard Mode
What is it?
Standard Mode requires login from the start via SSO or an Identity Provider.
Who is it for?
Organizations that require enterprise-grade use cases and secure environments
What it includes?
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Full personalization, advanced segmentation, analytics, 3rd-party integrations, and enterprise search
Feature Comparison
Capability |
Lite |
Gradual |
Standard |
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Login Required |
❌ |
Optional |
✅ |
IDP Setup |
❌ |
Optional |
✅ |
AI Chat |
Public only |
Public + Segmented (if logged in) |
Segmented AI |
Notifications |
Non-segmented |
Based on login |
Fully segmented |
Resources & Tasks |
Basic |
Based on login |
Fully segmented |
Segmentation |
Basic (device ID) |
Upgrades to full with login |
Full |
Analytics |
Device-level only |
User-level if logged in |
User-level |
3rd-party Integrations |
❌ |
If logged in |
✅ |
Enterprise Search |
❌ |
If logged in |
✅ |
Login Mode filter in Insights
The Login Mode filter lets you see whether users accessed WalkMe Menu in Lite mode (no login) or Standard mode (with login). You can use this filter to compare user behavior based on how they signed in—or if they signed in at all.
This filter appears in the User section of insights filters and is available only on Workstation systems. It's supported starting from installer version 4.0.0.