System Management

Last Updated July 2, 2024

Download as PDF

Brief Overview

WalkMe's new system management in the Admin Center lets you manage all your WalkMe systems from one accessible location. Increase your productivity by handling every aspect of system administration, from system creation to optimizing settings, in an efficient, user-friendly interface.

How to Access

To access the system management settings, follow these steps:

• Existing systems: Click on the system name in the systems table in the Admin Center at admin.walkme.com/systems
• New systems: After completing the last step when creating a new system, users will be automatically redirected to this new flow

WalkMe Systems

Creating a System

How It Works

The updated system management flow consists of four pages:

1. Environments
2. Extension
3. System Users
4. Lexicon

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

Lexicon

Complete technical requirements for the Lexicon page are available.

Lexicon Translation Upload