WalkMe Mobile User Management – Roles & Permissions
Last Updated February 8, 2024
Brief Overview
WalkMe Mobile now supports different role types for users with access to the Mobile Console and Power Mode.
Configuring role types allows for organizations to manage the users collaborating on WalkMe Mobile projects.
Role Types
The four role types are:
- Viewer
- View only, no edit rights
- Content Editor
- Create and edit campaigns, segments, goals, etc
- Capture steps, elements, screens in power mode
- Publisher
- Publish campaigns and goals
- Admin
- App management in the console
- Create and download reports
How It Works
It is not necessary to have roles for your users. If you have a specific use case for roles, they will need to be added by your Customer Success Manager or WalkMe contact. Please reach out to them if you wish to make changes.
Role Permissions
For a full breakdown of each role and respective permissions review the tables below:
My Campaigns
| WalkMe Modules | Permissions | ||||
| Admin | Publisher | Content Editor | Viewer | ||
| Campaigns | Edit | View | View | Edit | View |
| Copy | View | View | Edit | View | |
| Delete | View | View | Edit | View | |
| Create Label | View | View | Edit | View | |
| Edit/Create Campaign | Edit Campaign | View | View | Edit | View |
| Edit Auto Play | View | View | Edit | View | |
| Publish Status | View | Edit | View | View | |
Settings
| WalkMe Modules | Permissions | ||||
| Admin | Publisher | Content Editor | Viewer | ||
| App Settings | General | Edit | No Access | No Access | No Access |
| Self hosted | Edit | No Access | No Access | No Access | |
| Segments | View | View | Edit | View | |
| Goals | View | View | Edit | View | |
| User Attributes | View | View | Edit | View | |
| Screens | View | View | Edit | View | |
| Elements | View | View | Edit | View | |
| Languages | Add new language | View | View | Edit | View |
| Import | View | View | Edit | View | |
| Export | View | View | View | View | |
| Open export list | View | View | View | View | |
| Translation and Save | View | View | Edit | View | |
| Media and lists | Add new | View | View | Edit | View |
| Delete | View | View | Edit | View | |
| Add a list | View | View | Edit | View | |
| Add new app | Edit | View | View | View | |
| Delete app | Edit | View | View | View | |
Dashboard
| WalkMe Modules | Permissions | ||||
| Admin | Publisher | Content Editor | Viewer | ||
| Reports | Create | Edit | View | View | View |
| Download | Edit | View | View | View | |
Power Mode
| WalkMe Modules | Permissions | ||||
| Admin | Publisher | Content Editor | Viewer | ||
| Integration | Login to power mode for first time | Edit | No Access | No Access | No Access |
| Capture | SWT, Screens, Elements | No Access | No Access | Edit | No Access |
| Preview & Simulate | Campaigns | Edit | Edit | Edit | View |
| Captured Items | Screens, Elements | Edit | Edit | Edit | View |
| App Info | Access All Info | Edit | Edit | Edit | View |
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