System Management
Brief Overview
Experience streamlined system management with WalkMe's unified tool in the Admin Center. By centralizing all essential system settings in one accessible location, this tool offers a user-friendly interface that simplifies management tasks. With intuitive controls and a clear layout, it allows you to efficiently optimize configurations and ensure consistent system performance. Say goodbye to juggling multiple platforms and enjoy the convenience of having everything you need in one place, empowering you to focus on driving success within your organization.
How to Access
To access the system management settings, you need to open the Systems page in the Admin Center and then select the system you want to manage.
- US data center: https://admin.walkme.com/systems
- EU data center: https://eu-admin.walkme.com/systems
- Canada data center: https://admin-ca1.walkmedap.com/systems
How It Works
Systems page
In the Systems page, you can see information about all your systems.
Select the Options menu next to a system to:
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Change system type: Convert your system into another known type
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Systems with applied settings cannot be converted
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If your system has content built on it already, items attached to certain elements may not function correctly on the new system type
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Add mobile web: Add a mobile web system to this web system
System settings
Once you select a system from the Systems page you will be able to manage all of its settings and 7 tabs will be available:
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Environments
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Extension
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System Users
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Multi-language
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Data Settings
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Accessibility
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Building Settings
Continue reading to learn more about the functionalities available in each tab.
Environments
In the Environment tab, you can manage all aspects related to your system environment.
- Select the blue + to create a custom environment
Once a new environment is created, you will be prompted to copy the corresponding snippet for the system.
If the deployment method is using an extension, relevant URLs for the environment can be configured in the Extension tab.
For detailed requirements, refer to the "Extension" section.
Renaming and deleting environments
“Production” and “Text” environments cannot be altered, but you can rename and delete custom environments.
- Hover over the custom environment
- Click on the 3-dot options menu
- Click Rename or Delete
Restoring deleted environments
Any custom environments that have been deleted will be moved to the Deleted Environments tab and can be restored at any time.
- Hover over the custom environment
- Click the Restore button
Extension
An extension is automatically created for each account, and any new system created is added to the extension but not activated by default.
System Users
The Systems Users tab displays a list of all users assigned to work on the system.
- Click the + button to remove or add additional users to the system
- After selecting the users, click Next
- Click Assign
Multi-Language
In the Multi-Language tab you can select how you want WalkMe to identify the site language.
The available options are:
- HTML language attributes
- Auto-detect
- URL parameter
- Site variable
- Local storage
- Cookie
- jQuery
Data Settings
Unique user identifier (UUID)
Set a UUID to define how you would like to collect data about your end users.
- Hovering over each value in the UUID dropdown will show a tooltip
- For accounts with an IDP already configured, this option will be pre-selected
Data Collection Level
Select the level of data collection for the system.
Accessibility
You can use the Accessibility tab to enable accessibility on the system or account level. Enabling it on the account level means that any new system created will have accessibility settings turned on by default, but won't affect any existing systems.
- To enable accessibility for the system, turn on the Enable accessibility toggle
- To enable accessibility for the entire account, select the Automatically enable checkbox
If accessibility was already enabled at the account level, the toggle will be turned on by default with no option to turn it off. You must contact support to have it disabled.
Building Settings
Building settings let you enable screenshot settings and theming for your system.
- Turn on Enable screenshot capturing to take a screenshot when an element is captured for a step, rule, SmartTip, or launcher
- The screenshot will include the element highlighted by the element selector
- Select Blur the screenshots if you want the screenshots to be blurred
- Turn on Theming enablement to enable Theming for the system
- "Production" and "Test" environments are automatically generated during system creation
- These two environments are immutable, meaning they cannot be altered (renamed or deleted)
- The name assigned to the environment must be a single word with a maximum length of 100 characters, without spaces or special characters, and cannot be "Preview"