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Login Mode

Last Updated August 10, 2025

Brief Overview

The WalkMe Menu now supports three login modesLite, 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:

  • Lite mode allows users to access the Menu without any login or IDP setup.

  • 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

  1. Go to Console > Menu > Deploy

  2. Select the appropriate tab: Desktop or Mobile

  3. For the Configure step, choose your login mode:

    • Lite – Provides instant access with no login required

    • Standard – Requires login via SSO/IDP for full personalization and analytics

    • Gradual – Starts with Lite access, with the option to log in later (Recommended)

Additional Options

  • Identification method: Select how users are identified in Lite/Gradual modes

    • 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

  • Login banner optimization:

    • Choose banner placement

    • Customize the login prompt text\

Note

The user count may not be accurate because the same user could be counted multiple times in Lite mode, unlike in Standard mode.

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?

  • Removes friction at adoption by eliminating mandatory authentication

  • Enables users to engage instantly and accelerates value realization

What it includes?

  • Access to WalkMe content, onboarding tasks, public AI Chat, and notifications

  • Segmentation is based only on device ID

  • 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?

  • All Lite features, plus optional login prompt

  • 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?

  • Full personalization, advanced segmentation, analytics, 3rd-party integrations, and enterprise search

Feature Comparison

Capability

Lite

Gradual

Standard

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.

Insights Apps Tabs

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