System Management

Last Updated November 19, 2024

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Brief Overview

A unified management tool in the Admin Center centralizes all essential system settings in a single location, providing a user-friendly experience and a simplified interface for effective system management.

How to Access

To access the system management settings:

• Go to the Admin Center

• In the left side panel, select Systems

• You will see a list of all systems connected to your account

• Click on the system you'd like to manage

Creating a System

How It Works

Systems Page

In the Systems page, you can see information about all your systems:

• Name

• Platform

• System usage

• Environment

• Users

• Date created

• Type

• Deployables

Click on the Options menu next to a system to:

• Add a mobile web system to this web system

• Change system type - convert your system into another known type

  • Systems with applied settings cannot be converted

  • If your system has content, items attached to certain elements may not function correctly on the new system type

System Settings

Click on a system to manage its settings.

You'll see 7 tabs:

1. Environments

2. Extension

3. System Users

4. Multi-language

5. Data Settings

6. Accessibility

7. Building Settings

Learn more about the functionalities available in each below.

Environments

In the Environment page, you can manage all aspects related to your system environment.

• Click on the + button to create a custom environment

Once a new environment is created, the admin will be prompted to copy the corresponding snippet for their 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.

1. Hover over the custom environment
2. Click on the 3-dot options menu
3. 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.

1. Hover over the custom environment
2. 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.

Read about enabling and configuring the extension:

Extension Settings in Admin Center

System Users

The Systems Users page 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, select how you want WalkMe to identify the site language. The options are:

• HTML language attributes
• Auto-detect
• URL parameter
• Site variable
• Local storage
• Cookie
• jQuery

Data Settings

Unique user identifier (UUID)

• The configuration process is the same as it has been in the editor up until today
• For each value in the UUID dropdown, hovering over it will show a short explanation of what it means
• For accounts with an IDP already configured, this option will be pre-selected

Unique User Settings (UUID)

Expected Format

• The purpose of the expected format is to validate the value entered by the user in the User Identifier field
• The values available under the “Expected Format” field include:
  • Email
  • GUID
  • Integer
  • Custom Regex
  • None (Default)

Accessibility

• Admins now have the option to enable accessibility on the system or account level
• To enable the accessibility setting, turn ON the toggle
• If you wish to enable accessibility for the entire account, meaning any new system created will have accessibility settings turned ON by default (not apply on already existing systems), check the relevant checkbox
• If accessibility has been enabled at the account level by WalkMe before, the toggle will be turned ON by default
• There will be no option to turn it OFF independently; contact support if you want accessibility to be disabled

Building Settings

• If you enable this setting, when an element is captured for a step, rule, SmartTip, or launcher, WalkMe will take a screenshot
• The screenshot will include the element highlighted by the element selector
• Check the box if you want the screenshots to be blurred

Screenshots