Account Management

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Brief Overview

Multi-System Administration enables you to manage WalkMe accounts across different systems and implementations. You can have different WalkMe Editor accounts in one centralized location and easily switch between systems, and create new users and roles. Accounts will remain separate from each other, but can be easily managed in one centralized location.

Use Multi-System Administration to:

• Switch between accounts
• Manage multiple Editor accounts and user permissions

How It Works

All WalkMe accounts are created as Multi-System Administration. Then you are able to add all your systems to this account. Each system corresponds to a different WalkMe Editor Account with WalkMe items. Note that once added, a system cannot be removed from your Enterprise Accounts. The data from your different Editor accounts will remain separate in WalkMe Insights.

Settings Breakdown

Switching Accounts

1. Log into the Editor
2. Select systems:
3. Choose the system which you’d like to work on
   • Note that Desktop Web is the default and you may also see an option for Mobile Web if you have this enabled
4.  Admins will have the option to “View Users” and “Manage System” from the Menu:
5. Selecting “View Users” will show all the Users associated with the System, with the option to open the Users & Roles page in the Admin Center:
6. Selecting “Manage Systems” will open the Admin Center

Adding Users to an Account

1. Navigate to the Admin Center at admin.walkme.com
2. Go to the “Users & Roles” tab
3. Click the “+” icon
4. Add User’s details and select which systems to which they will have access:
5. Select the level of access the user will have. Read more on the different role types in our User Management Article
6. Click Save