User Management

Brief Overview

User management helps you organize collaboration in your account. From the Users page, you can manage users, roles, and groups, giving each team member the right level of access. For example, you can grant some users view-only permissions, while others may have editing rights without publishing privileges.

To keep projects secure and organized, each team member should have their own account rather than sharing login details. Assigning roles and permissions ensures responsibilities are clear, prevents accidental changes or early publishing, and supports smoother collaboration across building, reviewing, editing, publishing, and analyzing WalkMe content.

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Access

To access user management settings in the Admin Center:

  1. Open the WalkMe Admin Center:
  2. Select User Management

Users

From the Users page, you can create new accounts, assign roles, adjust permissions, and track user status. Each user has their own login, maintaining secure, consistent access and reducing the need for shared credentials. You can also manage users directly from the WalkMe Editor for faster invitations and system-level access control.

Users

Groups

From the Groups page, you can create groups, assign users to them, and link groups to systems. This simplifies user management tasks—such as onboarding or offboarding—while keeping access consistent, organized, and secure across accounts.

Groups

Roles

From the Roles page, you can assign predefined roles or create custom ones to match your team's needs. Roles provide a clear hierarchy of permissions—such as building, publishing, managing users, or analyzing data—making it easier to standardize responsibilities, reduce the number of admins, and keep accounts secure and consistent across teams.

Roles and Permissions

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