WalkMe Mobile User Management – Roles & Permissions

Last Updated June 14, 2022 Download as PDF
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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:

  1. Viewer
    • View only, no edit rights
  2. Content Editor
    • Create and edit campaigns, segments, goals, etc
    • Capture steps, elements, screens in power mode
  3. Publisher
    • Publish campaigns and goals
  4. 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.

Note:

  • Role types can be configured in tandem so a single user can have multiple roles assigned to them.
    • Does not apply to Viewer role type
  • A user with no role assigned (default state) has no limitations.

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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