About
If you’re an admin, Company Settings is one of the first spaces you’ll explore. But if you’re a creative user, you might not even know that Walnut has many settings that control who can do what as well as settings to automate a number of features, helping you get a superb and consistent result.
Company Settings has five tabs:
- Account settings
- Brand style
- Users
- Groups
- Webhooks
Account settings
Demo access control
These are global settings and they affect all content.
| Setting | Description |
| Collect Viewers Email |
Toggle: Default: ON Gate your demo so that you can track viewers and analyze their interactions |
| Non-Work Domain Access |
Toggle: Default: OFF Allow non-work domains (@gmail, @yahoo and @outlook) to access the demo. |
| Show Avatar |
Toggle: Default: OFF The avatar will match the one defined in the brand style settings. |
| Show Colors |
Dropdown Branded; Non branded The color palette will match the one defined in the brand style settings. |
| Welcome Message |
Text box Default: Blank Enter a welcome message (max 700 characters). |
| Require Compliance |
Toggle: Default: ON When the demo collects a viewer’s email, they will also be required to accept your company's terms and conditions and privacy policy. |
|
Terms & Conditions
|
URL Default: https://walnut.io |
| Privacy Policy | Default: https://walnut.io/test |
| Demo Access | Specific viewers; anyone with this link; specific viewers; no access. |
Demo Floating Button
Global settings for the Demo Floating Button.
| Setting | Description |
| Enabled |
Toggle: Default: OFF Should a call to action button be shown or not. |
| Button Text | Text box: The text for the call to action button. |
| Link To |
URL The target url the call to action button should open. |
| Position On Screen |
Dropdown Bottom left / right and Top left / right The position of the call to action button on the screen. |
Capturing
The feature is currently in beta.
| Setting | Description |
| Capturing interactions |
Dropdown Admins & editors; Disabled; Admins only; Admins & editors’. |
SSO
The settings affect all users.
| Setting | Description |
| Configure SSO |
Toggle: Default: OFF Available for supported providers. |
| SCIM Provisioning |
Setup button Enable SCIM configuration for your company. If SCIM provisioning is not included in your contract it will be grayed out. Contact your CSM or support@walnut.io for more details. |
AI
The settings affect all content.
| Setting | Description |
| Enable AI Feature Access |
Toggle: Default: ON Allow AI access to utilize Walnut features powered by AI. By enabling this option, you agree to the AI Terms of Service and Responsible Use Policy. |
Manage Tags
The settings affect all content.
| Setting | Description |
| Tags |
Per tag. Set the color; activate or deactivate; add new. |
Brand style
You can customize colors, fonts, buttons, your main avatar, dim intensity, and interactions.
To enable edits, activate the toggle.
Colors
Fonts
Buttons
Avatar
Dim
Interactions
Users
Lists users and related usage data.
You can:
- Add / invite members (click Invite members)
- Get user analytics (click User Analytics)
- Assign / change roles (use the Role dropdown)
- Remove / archive users
Screen contents
Header (#1)
- Search box
- Filter by role
- Filter by status: approved, invited, expired, requested
Invite members button (#2)
User analytics (#3) - opens usage details per user
Archive / deactivate user (#4)
Groups
The Groups tab includes summary and detailed information about groups.
You can:
- View groups (click Manage group)
- Edit groups (click Manage group)
- Add members to a group (click Manage group)
- Create new groups (click + New group)
Get group / individual group member analytics (click Manage group>User Analytics icon)
Group summary data
Group detail (per group)
Screen contents
Header (#1)
- Count of templates
- Count of demos
- Average time spent on demos
- Count of demos played
Add members (#2)
Group name (#3) - can edit
Filter (#4) by role
Group details (#5)
- Name
- Role
- Last active date
- Templates
- Demos
- Time on demos
- User analytics
- Download to Excel
Webhooks
Webhooks are 'behind the scenes' objects. Instead of constantly checking for updates, a webhook tells an app or service to send a message whenever something specific happens. This way, the app or service only gets the information it needs when it needs it, saving time and effort.
- Add new webhook button (#1)
- Copy / reset key link (#2)
- Event count and time period (#3)
- 3 dots dropdown (#4): Edit, Test connection, Delete.
For more on webhooks, head over to the article Configure Webhooks.
Walnut security policies
You can find Walnut's security policies and practices in our Data Processing Agreement and you can request access to policies at https://security.walnut.io/.