Switching Systems

Last Updated September 25, 2024

Brief Overview

All WalkMe accounts are created to support multiple systems. Each system has different WalkMe content and the data from your different editor accounts will remain separate in WalkMe Insights.

System Management

You can create new systems and manage the existing ones in the Admin Center at admin.walkme.com

Learn more about System management

This article explains how you can switch views between your different systems in all the WalkMe apps.

Switching Systems in the Editor

Log into the editor
Click on the system name in the upper right corner
Choose the system which you'd like to work on

Note

Desktop Web is the default and you may also see an option for Mobile Web if you have this enabled.

Introduction to the Editor

Switching Systems in Console

Go to console apps at https://console.walkme.com (Menu Organizer, Solutions Gallery, Action Bot, Multi-language)
Click on the dropdown in the upper right corner next to your current system indication
Select the system you'd like to view your content for
System switch dropdown is deactivated for apps which provide an overview of all your systems - for example, Workflows, Activity Board, and Builder Assistant

WalkMe Console

Switching Systems in Insights

Console Insights

In the Insights app in Console, click on the specific system's name to view its data
To further switch between systems, click on the dropdown next to the current system's name

Insights Console

Classic Insights

In the classic Insights, use the dropdown in the upper right corner to switch views between your different systems

Insights Classic: Getting Started Guide

Copying content between systems

You cannot copy content from one system to another by yourself. If you need to do it, please reach out to your CSM or to Support.

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