Roles and Permissions

Brief Overview

The Roles and Permissions page in the Admin Center presents clear and intuitive user management architecture including a new roles hierarchy that shows detailed role permissions and eliminates the need for custom roles

Access it from admin.walkme.com.

Use Cases

• Improve user management consistency across accounts
• Help WalkMe admins manage team permissions by standardizing role distribution and hierarchy in each account
• Add a new permission type to support basic use cases (separate publish to production and test environments)
• Increase account security by reducing the number of “Admin” users per account

Predefined Roles

A user's role defines their permissions and limitations. In the Roles & Permissions tab you will see all of the Roles listed with the corresponding number of assigned users. You can choose from Predefined and Custom Roles.

The predefined roles WalkMe supports are:

• Admin: Have complete control over the account, including settings and user management

• Content Manager: Create and modify WalkMe content and settings, publish to all environments

• Builder: Have full access, except for publishing and User Management

• Publisher: View WalkMe content and settings, publish to all environments

• Content Creator: Edit WalkMe content and view settings - No access to publishing
  (use case: technical writer)

• Content Viewer: View WalkMe content and settings - Includes access to Insights.
  (use case: reviewer)

• Analyst: View WalkMe content and settings, have complete access to Insights (use case: Insights reviewer)

• Translator: Create and modify Text & Multi-Language content - No access to the Editor

• System Manager: Manage systems assigned to you and associated users - No access to security and API keys. Cannot create new users on the account, can only assign existing users and only to the systems they are managing.

Each role specifies the user's access to the following features:

• WorkSpace: Permissions to perform actions on specific the apps in the Editor
• Settings: Permission to save settings in the Editor
• Insights: Permissions to perform changes in Insights
  • Note: It is possible to restrict access to Insights by setting the Insights role permission to None
  • Limitation: Insights doesn't support the Read permission
• User Management: Admin permissions to see and manage content in the Admin Center
• Edit Languages: Permission for Text & Multi-Language
• Customize: Permission to perform actions in the Customize tab in the Editor
• Publish: Permission to publish Editor content or settings

Custom Roles

You can create a custom role when you want to have very specific permissions for the role that are not included in one of the predefined roles.

The following role permissions are supported:

• Administrative
• Content
• Data
• Publish

Administrative

Communication Center

Content

Data

Publish

Create a custom role

1. In the left menu, click Roles & Permissions
2. Click Custom Roles
3. Click the + icon
   • A side panel will open up
4.  Name your custom role
5. Click Save
6. The new custom role will appear under the Custom roles tab

Delete a custom role

1. Hover over relevant custom role you want to delete
2. Click the trash bin icon

Tip Tuesday Videos

Roles and Permissions