Brief Overview

The Roles & Permissions page in the Admin Center lets you manage user access through a clear role hierarchy with predefined permissions, reducing the need for custom roles.

Use Cases

• Improve user management consistency across accounts
• Standardize role distribution and hierarchy
• Separate publishing permissions for production and test environments
• Increase account security by limiting Admin access

Access

You can access and modify these settings from the Roles & Permissions page under User Management in the WalkMe Admin Center.

WalkMe Admin Center

How It Works

A role defines what a user can access and manage. The Roles page includes two tabs: Predefined Roles and Custom Roles.

Predefined Roles

Use predefined roles to quickly assign common permission sets. Each role includes a fixed set of permissions for standard use cases, such as building content, publishing, or managing users. Predefined roles help maintain consistency and reduce custom setup.

Available predefined roles:

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

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

• Builder: Create and manage WalkMe content without access to publishing or user management

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

• Content Creator: Create and edit WalkMe content without 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 WalkMe Editor

• System Manager: Manage assigned systems and users without access to security or API keys - Can assign existing users only to systems they manage

Each role defines access to the following features:

• WorkSpace: Permissions to perform actions on specific apps in the editor
• Settings: Permission to save settings in the editor
• Insights: Permissions to make changes in Insights
  • Note: It is possible to restrict access to Insights by setting the Insights role permission to None. 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

Use custom roles when predefined roles don't meet your needs. Custom roles let you create tailored permission sets across administrative, content, data, and publishing categories, giving you more control over user access.

Supported role permissions:

• Administrative
• Content
• Data
• Publish

Administrative

Communication Center

Content

Data

Publish

Create a custom role

1. Select the Custom Roles tab in the Roles page
2. Select + New Role
3. Enter a role name
4. Select the permissions to assign
5. Select Save
6. The new role appears under the Custom Roles tab

Delete a custom role

Delete a custom role when it's no longer needed.

1. Hover over the custom role
2. Select the Delete Role icon

Tip Tuesday Videos

Roles and Permissions

Technical Notes

Only users with the following permissions can have access to the WalkMe Editor:

1. The custom role must be assigned either "Manage Content: View" or "Manage Content: Edit"
2. The custom role must be assigned either "Manage Settings: View" or "Manage Settings: Edit"