WalkMe Systems

Brief Overview

The systems page serves as a central hub for each account and its connected systems, giving streamlined management and single-login access to all associated systems. Administrators can create and configure systems within each account. Every system is equipped with a unique JavaScript snippet that facilitates the deployment and distribution of its content.

You can manage existing systems, specifying environments where WalkMe should be active, configuring URLs for WalkMe loading, and assigning user access to particular systems.

Access

To access the Systems page in the Admin Center:

  1. Open the WalkMe Admin Center:

Systems Page Overview

The Systems page shows information about all your systems:

  • Name: The name of the system
  • Platform: Web, mobile or desktop/mobile
  • System usage: Internal or external
  • System purpose
  • Environment: Production, test (created by default), or custom environment
  • Users: The number of users assigned to the system
  • Date created: The date the system was created
  • Type
    • Limited: Up to three items
    • Unlimited: Paid system — build as many items as needed
  • Deployables: The WalkMe content created in the system

Select Manage columns to add or remove columns.

Use the search bar to find systems by:

  1. System name: The name of the system
  2. URL: Type a URL to find systems configured to load on it

Search example

To locate the system with the configurations below, you can search for “www.cloud.infor.com” or “https://www.inforcloudsuite.com/mysite”.

Change or delete a system

To change the system type, add a mobile web system, or delete a system, open the Options menu:

Change system type

When you change a system type, systems with applied settings can't be converted. If your system has existing content, some items attached to certain elements may not work correctly on the new system type.

Create a System

To create a new system, refer to the Creating a System article:

Creating a System

Create a Contract-Based System

Creating a Contract-Based System

Manage Systems

To manage existing systems, refer to the System Management article:

System Management

Technical Notes

  • Results only appear if a system is configured to load on the exact URL you searched for and Load WalkMe from extension is turned on

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