The Parent Child Accounts make it simple to maintain many different implementations of WalkMe in one place. This functionality is particularly useful if you sell your software along with WalkMe.
The Short Version
Once created, the Parent Account can be used to:
- Create Child Accounts
- Share content with the Child Accounts
- Access all of the Child Accounts without a need for a password
Parent Child Accounts are very useful if you have several different WalkMe implementations on a single system; for example, if you are selling WalkMe along with your software. Instead of creating a separate Editor account for each implementation, just create the WalkMe content in a Parent Account one time and then share it to the relevant Child Accounts.
Caption: Image of the Parent Account Control Panel
How It Works
A Parent Account can create any number of child accounts and share specific WalkMe content items with each one. This allows the Parent Account to easily publish to many Child Accounts at once without having to open different Editors. Parent Accounts can also impersonate and manage individual accounts from one page.
Linked WalkMe Items
Items shared from a Parent Account to a Child Account are Linked, meaning changes made in a Parent Account are automatically made to those items in a Child Account. For example, if you update and publish an item in a Parent Account, that same item is updated and published to all Child Accounts that it has been shared with. Child Accounts have the option to unlink a shared item and modify them as necessary. Unlinked items are copied into the Child Account, so future updates made in the Parent Account no longer impact them.
Child Accounts may also create, modify and publish their own items alongside the Parent Account items. Child Accounts, however, do not have access to all apps or Settings.
There are two types of items:
- Child-owned: Deployables that are created by the Child Account. This includes new content and unlinked deployable
- Parent-owned: Linked deployables in the Child Account. These items can only be played and previewed from the Parent Account
The Child Account inherits the features of the Parent Account when it’s created, but those features are not updated afterward. For this reason, it is recommended that you configure your Parent Account first before creating Child Accounts. These features include anything within the Account Settings, Customize tab, and Segmentation tab.
When using the Menu Organizer in a Child Account, it is divided into two sections: Child and Parent.
- Child section: Add, remove, or reorder any Child-owned content, just like a regular account
- Parent section: Shows the content and order of the Parent Account and is not editable by the Child account In the WalkMe player, Child content is displayed before the Parent content.
Best Practices for Using Parent Child Accounts
Use Child Account Snippets
Parent Accounts are designed to create content for Child Accounts, so it’s recommend that you do not use the Snippet of the Parent account to deploy WalkMe on any production environments. Analytics are also not collected for Parent Accounts, only on Child Accounts. For these reason, we recommend only using the Child Account Snippets to deploy WalkMe.
Deploy A Child Account
After a new Child Account is created, it’s required to publish from the new Child Account to deploy WalkMe to the desired platform and for future linked items to be updated.
Share Parent Account Items
Parent Items may be shared with Child accounts either when the Child Account is created or at any given time later from the Share Content page.
- From the Control Panel, Click Share Content. The Share Content page appears.
- Select parent items you wish to share
- Click Next
- Select Child Account to which you’d like to share the selected items
- Click Apply
- You’re Done! All selected items are now linked to the Child Accounts.
Note: If any of the Child Accounts are new, you’ll need to impersonate these accounts and publish them to deploy your content.
Create Child Accounts
New Child Accounts inherit settings from the Parent account, such as the Customize Settings, and Account Settings. It’s settings are not linked and so it’s recommended you configure these features before creating Child Accounts.
- From the Control Panel, click Create New Child Account
- Fill in Child account details (i.e. name, email, password)
- Select the loading method for the Child
- Click Create Account button. The Child Account Manage screen appears.
- Click Add New Items.
- Select Parent Account items to share with this account. Only items shared from the Parent account appear.
- Click Apply
NOTE: Child Account items are not published upon creation. You must impersonate the child account and publish directly from their account to initially deploy shared items.
Manage Content in Child Accounts
Items shared with a Child Account may be removed, unlinked or re-linked.
Remove Shared Items from a Child Account
- From the Control Panel, Locate the child account and click Manage
- Locate items you wish you remove, click Remove button
- Click Apply
Unlink Shared Item
Unlinking an item creates an editable copy of the it in the Child Account. Updates made in the Parent Account no longer impact the unlinked item. Unlinking items is done from within the Child Account, so you must impersonate it to Unlink an item. Users with access to the Child Account may also unlink items by clicking the chain icon.
- From the Control Panel, click the Child Account. The Child Account’s Editor will appear.
- From the list of Parent Items, click the chain icon to unlink
Items that have been unlinked may be re-linked by a Parent account user in the control panel at any time. When re-linking an item, the Child Account is shared the same Parent Item. The Child Account retains the Unlinked item though, which is owned by the Child Account. The result is that the Child Account has both a Linked item from the Parent Account and the Unlinked item, which has likely been modified.
- From the Control Panel, locate the child account and click Manage
- Locate the items you wish to re-link, click Re-link
- Items that are unlinked display a broken chain icon.
- Click Apply
The Parent account is only able translate its own content that it has created. The Parent account also determines which languages are created or removed. The Child account does not have the permission to do this, which means that any content created by the Child account that is translated is limited to the languages defined by the Parent account.
Any new languages that are created will not be reflected in the Child account until the Parent account has published the content.
When logging into Insights you will only be able to see the data for the Child accounts and not for Parent accounts. Even if you log into Insights with the Parent account you will be prompted to select an Child account, which will then open up the Insights page for the Child account.