Users
Brief overview
The Users page allows you to add, view and edit your WalkMe users. Access it from admin.walkme.com under the Users & Roles section.
You can also add users via the Editor (see below).
Use cases
- Improve user management consistency across accounts
- Help WalkMe admins manage team permissions by standardizing role distribution and hierarchy in each account
- Add a new permission type to support basic use cases (separate publish to Production/Test)
- Increase account security by reducing the number of “Admin” users per account
Create a new user
- Click +
- Enter the email address of the new user(s)
- To add users, press enter on your keyboard
- Click Add
- Choose which role and system(s) to assign to the user
- Click Advanced Settings to choose which SSO type and SSO ID to assign
- SSO Type and SSO ID will only display if you have SSO toggled on in the Security tab
- Click Send Invitation to send an activation email to the user(s)
- The user will immediately receive an e-mail prompting them to activate their WalkMe account
- This email may mistakenly send to the Spam folder. Please check there before contacting Support for assistance
- The user must click Activate My Account in the email and it will navigate them to the WalkMe login page
- The new user can set up their WalkMe account by entering a password and clicking Sign Up
- Passwords must be at least 10 characters and contain 1 special character
View a user’s status
Go to the Users Page
- View the “Status” column in the Users’ table
Resend a activation email
- Click on the relevant user from the Users list
- The user must be in orange “Provisioned” status to re-activate
- Click Resend Email to resend the activation email to the user
Reset a user’s password
- Click on the relevant user from the Users list
- The user must be in green “Active” status
- Click on Reset Password Via Email to send an email prompting a user to reset their password
Edit a user
- Click on the User row you want to edit
- Change the desired details
- Click Save
Manage access requests
- The Access Requests tab is visible only to users with Admin role
- Here, Admins can review requests from users who want to join the account
- The Admin can assign a role, system(s), and SSO to those users in the same way as described in the steps above
Export users list
- On the Users tab, click the button with the three dots
- Click Export Users List
Managing users via the Editor
Users with Admin permissions will have access to Manage Users & Manage Systems from the Select Systems screen, including the ability to invite new users.
This can be done by clicking on the … Menu button, where you you see the following dropdown options:
- Manage Users – Allows you to view current System users, invite new users, and access link to Users & Roles in the Admin Center
- Manage Systems – Opens the Systems screen in the Admin Center
After clicking Manage Users you will be able to view the current users for a System and invite new users to join by using the Invite Users icon:
Invite Users
By clicking the Invite Users icon, users with Write permissions can invite users to the System.
- Option to bulk invite users by pasting directly from Excel, Google Sheet, etc.
- Pasting or typing a list of users can be done in one of the following options:
- Separated by semicolons (‘;’)
- Separated by line breaks
- Separated by spaces
- Separated by commas (‘,’)
Press enter on keyboard or click Add once finished entering new user email addresses.
- Once added to the list, a User’s role can be modified using the Roles dropdown
- Note: A user that already exists in the Account cannot be edited from the Editor since the role is set in the Account level and affects others Systems
- Please use the Admin Center to edit an existing role
- Sending the invitation will send an email with an activation link to the invited user or users
Learn more about Systems and Account Management.