Streamline Your Workflow: A Guide to Installing WalkMe for Teams
WalkMe for Teams offers a centralised hub that brings all your work applications into one easy-to-use interface. With this tool, your organisation can provide employees with tailored access to important resources and improve overall productivity. This guide explains the steps required to install WalkMe for Teams, ensuring a smooth deployment by your IT department.
Preparing for Installation
Before beginning the installation, ensure that your IT department is ready to manage the process. WalkMe for Teams is designed to be deployed via the Teams admin centre rather than by individual users. This centralised approach means your organisation maintains control over app distribution and customisation. Begin by accessing the Microsoft Teams admin centre at https://admin.teams.microsoft.com/policies/app-setup.
Setting Up the App Policy
The first step is to create an app setup policy:
Sign in to the Teams admin centre: Once logged in, navigate to Teams apps > Setup policies.
Add a new policy: Click on Add and provide a clear name and description for the policy.
Include WalkMe in Installed Apps: Under the Installed apps section, select Add apps. In the search pane, type “WalkMe” and then click Add to include it in the policy.
Pin the App for Better Engagement: Scroll down to the Pinned apps section, click Add apps, search for “WalkMe”, and then click Add. For optimal user engagement, reposition the WalkMe app higher on the pinned apps list.
Assigning the Policy to Users
After configuring the app policy, the next step is to decide which user groups will receive the WalkMe app:
Return to the policies page: Go back to https://admin.teams.microsoft.com/policies/app-setup.
Group Policy Assignment: Select Group policy assignment > Add. Choose the appropriate Azure AD group. For organisations covering all employees, select a group that represents the entire company.
Apply the Policy: After selecting the group, choose the newly created policy from the list and click Apply.
Creating an Azure AD Group
To ensure that all relevant users are included:
Log in to Azure AD: Visit https://portal.azure.com/ and click on Groups.
Create a New Group: Choose New Group, set the group type to Security, and provide a name and description.
Set Membership to Dynamic User: Select Dynamic user as the membership type and add a dynamic query. For example, use the condition where “userPrincipalName” Contains “@YOUR_DOMAIN.COM”. Replace YOUR_DOMAIN with your actual domain name.
Save and Wait: After saving the query, the group will populate with all users matching the criteria.
Customisation and Branding
WalkMe for Teams is adaptable to your organisation's branding:
Short Name and Full Name: Update these in the manifest file to display the appropriate names for your tab.
Icons: Replace the default icon files with your custom PNG files. Ensure that the icon dimensions meet Microsoft’s guidelines.
Additional Resources and Support
For further guidance on customisations and best practices, check out the experiences shared by our WalkMe partner Australia. If you need assistance with other Teams configurations, refer to resources available at WalkMe microsoft teams. Reading through WalkMe customer stories can provide real-world examples of successful deployments and benefits realised by other organisations.
By following this guide, your IT department can install WalkMe for Teams with confidence. This process creates a centralised hub that simplifies access to applications and resources, supporting digital adoption and boosting overall productivity. Enjoy a smoother, more streamlined work experience with WalkMe for Teams.
The author is a digital adoption expert with deep insights into enterprise systems, user engagement, and practical deployment strategies. Their expertise spans platform comparisons, installation guides, and best practices for tools like WalkMe, Salesforce, and ERP solutions. For expert digital adoption solutions, visit: https://www.guidemesolutions.com/