Account Configuration Page

The Account Configuration Page is accessible to Admins on all ActivTrak plans and includes account configuration options to ensure accurate reporting and data privacy for your organization.

The Account Configuration page is organized into three tabs: Data, Agent and User, and Reports. Navigate to Settings > Account Configuration to access the Account Configuration page.

Contents

• Data tab
  • Sensitive Data Visibility*
  • Real-Time Settings*
  • Passive Time Settings
  • Active Time Settings
  • Offline Meeting Settings*
  • Location Settings*
• Agent and User tab
  • Agent Install
  • ActivTrak Assist - Browser Extensions
  • Auto-Update Settings
  • Storage Information
  • Global Tracking Exclusions*
  • Email Auto-Detection*
• Reports tab
  • Live Report Performance Optimization*
  • Landing Page Settings
• Learn more

*Only visible to certain plan types and/or accounts.

Data tab

Sensitive Data Visibility*

The Sensitive Data Visibility (SDV) Setting lets you control how much detail appears in reports based on the organization's privacy needs. Depending on your plan and add-ons, this settings panel may have different options available or be hidden.

Basic Details

• Shows application names and website domains (e.g., activtrak.com)
• Displays time spent, category and productivity status for each activity
• Provides high-level visibility while protecting sensitive information
• Best for teams that prioritize employee privacy

Advanced Details

• Includes everything in Basic Details
• Full website URLs (e.g., activtrak.com/support/#signature-support)
• Title bars (e.g., "ActivTrak Support")
• Advanced Details will appear in Real-time Visibility, Website Usage, Application Usage, Activity Log, and Classifications

Navigate to Settings > Account Configuration > Data tab > Sensitive Data Visibility to adjust this setting. Remember to click the Save button.

Full Details

This is only a visible, adjustable option for Professional Trials and legacy Advanced and Premium plans. Plans with our Screen Details add-on automatically have Full Details, so the setting panel is hidden. Full Details includes everything in Advanced Details plus:

• Screenshots
• Screen views
• Pop-up alarms
• Application termination capabilities

Real-Time Settings*

Real-time monitoring provides a live data stream showing the active windows on monitored devices. This feature provides immediate visibility into user activity as it occurs, enabling managers to support team members and maintain awareness of productivity.

The Real-Time data includes:

• Information about the currently open website or application
• Duration of time spent on the current activity
• Other data points collected by ActivTrak
• Screen thumbnails (enabled or disabled via the Enable Real-time Thumbnails toggle)

Navigate to Settings > Account Configuration > Data tab > Real-Time Settings

*Accounts with the Screen Details add-on will have access to these settings; the panel is otherwise hidden. Do you need more granular visibility into work activities? Ask about our Screen Details (Add-on).

Passive Time Settings

Passive Time captures moments without any keyboard or mouse activity (such as watching videos or reading documents). These quiet moments are still part of your workday, and you can customize how ActivTrak tracks them.

Navigate to Settings > Account Configuration > Data tab > Passive Time Settings.

In the Passive Time Settings, you can adjust two key settings:

• Passive time start: The time when ActivTrak begins tracking passive time after an activity stops. The default is 2 minutes, but you can adjust it between 1 and 10 minutes.
• Passive time stop: When ActivTrak stops counting passive time. The default is 5 minutes, but you can set this between 0 and 30 minutes.

Update these values and click Save to apply your changes.

We recommend setting Passive Time to 5-10 minutes to capture common scenarios, such as video conferences or reading documentation. Most passive episodes last less than 10 minutes, so this range helps you accurately track how work happens. Passive Time can be excluded from measurement if you set the Passive stop time value to 0.

If you want passive activity durations to be uncapped, toggle on Track passive time indefinitely at the bottom of the panel and click Save to apply changes.

Note: Changes apply to new activities within 10 minutes and aren't applied to historical data

Active Time Settings

Active Time refers to periods of user engagement with the mouse and keyboard (such as composing emails, coding, or data entry). These settings give you control over how ActivTrak measures active work, ensuring your productivity metrics reflect real user engagement.

By customizing Active Time settings, you can set maximum durations for single activities to prevent false data from skewing your productivity metrics, such as those generated by mouse jigglers and other activity-mimicking tools.

Navigate to Settings > Account Configuration > Data tab > Active Time Settings. Here, you can adjust the Active time cap:

• Active time cap: When ActivTrak stops tracking active time for a single activity. The default is 60 minutes, but you can adjust it between 30 and 120 minutes. 

Update this value and click Save to apply your changes.

If you want active time durations to be uncapped, toggle on "Track active time indefinitely" at the bottom of the panel, then click Save to apply the change.

Notes:

• Settings changes apply to new activities within 10 minutes
• Settings updates don't affect historical data
• Setting appropriate activity duration caps helps maintain data accuracy by filtering out automated tools that mimic user activity

Offline Meeting Settings*

Offline Meeting Settings lets you customize how ActivTrak categorizes calendar events as meetings in your productivity data.

Navigate to Settings > Account Configuration > Data tab > Offline Meeting Settings.

You can adjust two key settings to match how your team collaborates:

• Minimum Number of Attendees: The minimum number of non-declining (i.e., accepted, maybe/tentative, and non-responding) attendees to an event to count as an Offline Meeting. The default is two attendees.
  • Pro tip: If your team frequently books conference rooms as "guests" on calendar events, consider setting this to 3 or higher. This prevents solo work in meeting rooms from being counted as meeting time.
• Maximum Meeting Length: The maximum length of an event that counts as an Offline Meeting. The default is 8 hours. This setting filters out extended calendar blocks that aren’t meetings (e.g., PTO or sick leave).

Note: Changes to these settings take effect with the next data refresh (every 24 hours) and apply only to new data.

*Accounts with the ActivTrak Calendar Integration enabled will have access to these settings; the panel is otherwise hidden.

Location Settings*

Use the Location Settings to enable ActivTrak to accurately account for variations in work location and identify whether an employee was working at the office, remotely, or following a hybrid schedule. Location Settings are configured via two panels in the Data tab of Account Configuration.

*Location data is available in select plans.

Threshold for Office/Remote Work Days

Navigate to Settings > Account Configuration > Data tab > Threshold for Office/Remote Work Days.

Employees will be assigned a location of either Office or Remote when they spend 80% or more of the workday at either location. Employees will be assigned the designation "Office/Remote" for workdays when they may spend time at both locations. For example, if an employee spends 70% of a day in the office and 30% remote, they will be assigned the Office/Remote label for that day. By default, the Office/Remote threshold is less than 80%.

To customize this threshold, enter a number between 51% and 99% in the text box and press the return key or click anywhere outside of the text box. A message will appear at the top of the page confirming that the new threshold has been applied.

Note: Changes to the threshold will be reflected until the following data refresh (every 24 hours). Historical data will be updated per the new threshold.

Assign IP Addresses to an Office Network or VPN

Navigate to Settings > Account Configuration > Data tab > Assign IP Addresses to an Office Network or VPN.

The ActivTrak Agent analyzes a user’s IP address and unique on-device signals to determine whether they are in an office (co-located with other employees) or are working remotely. This data is displayed in Live Reports and Insights Dashboards.

For situations where employees routinely connect to the same IP address, such as at an office or via a Virtual Private Network (VPN), Admins can provide the IP address to ensure that associated user activity is assigned to the correct location category.

Click Add new IP address range, and a new row will appear. Enter the IP address and select the appropriate network settings from the dropdown menu. Remember to click Save.

Networks can be removed by clicking the trash can icon to the right of the appropriate row.

Notes:

• Manually assigned networks will be applied to activity on the associated IPs. The location assigned to the prior activity will not change retroactively.
• IP addresses with multiple possible locations (such as an IP address shared by an office and a VPN) should not be added to this list, as this will lead to incorrect location labeling.

You can use the List of IP addresses for "Office" is full/exhaustive toggle at the bottom of the panel.

• When toggled on, only activity on manually assigned Office Networks or VPNs will be used to denote an Office location. User activity on all other IP addresses will automatically be assigned a Remote location.
• If toggled off, the Agent may automatically assign the ‘Office’ location to activity on other IP addresses based on the location detection rules. (Activity on manually assigned ‘Office’ IPs will be labeled accordingly.)
• The toggle does not impact location estimates for VPN activity. Whether the toggle is on or off, manually assigned VPNs will be labeled ‘Office’ or ‘Remote’ according to the location detection model. (Manually assigning the ‘VPN’ designation to an IP address ensures the accuracy of these predictions because it indicates that the user’s location should be inferred from on-device signals rather than the IP address.)

Agent and User tab

Agent Install

When devices aren't on the same network or VPN, you can't use Group Policy or the ActivTrak Remote Installer to deploy agents remotely. Instead, use secure direct links to share agent installers with users.

Navigate to Settings > Account Configuration > Agent and User tab > Agent Install.

1. Click the Create button for Windows or macOS to generate a URL (this may take a few seconds). The generated URL expires after 72 hours.
2. Share the link via email or messaging with appropriate users. The same link works for multiple users.
3. When users click the link, they can download and install the latest ActivTrak Agent, which will connect to their account within minutes.

To allow non-admins to download the Agent directly from the ActivTrak app, toggle on the Allow non-admins to directly download the agent setting at the bottom of this panel.

ActivTrak Assist - Browser Extensions

While ActivTrak's Agent is robust, modern web browsers function like operating systems, running many cloud-based applications essential for business. With numerous apps, settings, policy controls, and third-party extensions in browsers, there may be scenarios in which the ActivTrak Agent can't accurately capture browser activity. To solve these scenarios and prevent the appearance of  ‘URL unavailable’ in ActivTrak dashboards and reports, we recommend installing the ActivTrak Assist Browser Extension for Windows or macOS.

Navigate to Settings > Account Configuration > Agent and User tab > ActivTrak Assist - Browser Extensions.

Auto-Update Settings

This section shows which Agent versions your devices target and how many have updated to them. Learn more about updating the ActivTrak Agent here.

Navigate to Settings > Account Configuration > Agent and User tab > Auto-Update Settings.

The status appears as a colored circle. Hover over it to see what each status means:

• Green: Auto-update is active, and the Agent Count shows how many Agents have successfully updated to the listed version.
• Yellow: Auto-update is paused, usually because ActivTrak is rolling out a new version. This status may also appear if an account has requested to pause auto-updates.
• Red: Auto-update is disabled for the account, typically because the account has requested to "pin" a specific Agent version.

Many organizations reuse work devices when employees leave and new employees join. During transitions, computers may be offline and unable to access auto-updates for their ActivTrak Agent. Using the dropdown menu in the top-left, Admins can filter the Auto-Update Settings view to show only computers that were active in the past 7, 30, or 90 days (or continue viewing all devices). This helps isolate devices that are expected to auto-update.

Note: This view shows the total number of devices on the latest Agent version. Admins can also visit Settings > Users & Groups > Computer Agents to see the full device list. Use the filter icon in the right search bar to access advanced filters, such as Agent Version and Operating System, to identify specific computers.

Storage Information

Keep track of your account storage usage in this settings panel.

Navigate to Settings > Account Configuration > Agent and User tab > Storage Information.

Global Tracking Exclusions

Global tracking exclusions let you disable ActivTrak monitoring for specific usernames across your entire account, regardless of which domain they log into. This feature is especially valuable for IT administrators who regularly access multiple users' computers but don't need to track their activity.

Navigate to Settings > Account Configuration > Agent and User tab > Global Tracking Exclusions.

To add a username to global tracking exclusions, click Add username and enter the username you want to exclude from tracking. To delete a username from the global tracking exclusions, locate the username and click on the trash icon to the right.

We recommend adding global tracking exclusions when setting up your account to avoid unnecessary license usage. Common candidates for exclusion include:

• IT administrators who access multiple user computers

• Temporary user profiles (like "DefaultUser1", "defaultuser100000", or "wsiaccount") that consume licenses but only record system-level events. Refer to Microsoft's documentation of temporary user profiles here. Note: If you notice 'defaultuser’s,' it's okay to just delete them (click here for a step-by-step guide), but adding the specific string as a global tracking exclusion will prevent it from ever appearing in the future (other variations of ‘defaultuser’ may appear).

You can still add global exclusions through the Do Not Track list if you are not enrolled in the Next-Gen User Management Early Access program.

Email Auto-Detection

In addition to email addresses entered on the Users page or via integrations/API, email addresses are auto-detected from the agent’s username or activity data.

Navigate to Settings > Account Configuration > Agent and User tab > Email Auto-Detection. Use the Automatically assign emails to users toggle to enable or disable.

Note: ActivTrak always identifies emails/UPNs in the login username. Deactivating this will remove any pre-existing auto-detected emails and require admins to add additional emails manually or via integrations.

Reports tab

Live Report Performance Optimization*

Live Performance Optimization helps your reports and dashboards load faster using a 90-day data cache (generated every 24 hours).

*This setting is only visible to certain accounts created before 2022. Newer accounts automatically have Live Report performance optimization without the need or ability to toggle.

Navigate to Settings > Account Configuration > Reports tab > Live Report Performance Optimization.

For accounts with access to this setting, you can choose how today's partial data is handled:

• Exclude today's data: This improves performance for historical data views. With this setting, today's data won't appear in preset date ranges like Last 7 Days, This Week, or Last Month.
• Include today's data: This adds today's partial data to preset ranges but may result in slower loading times.

Even with "Exclude today's data" selected, you can still see today's information by:

• Using the Today filter in Preset Ranges
• Creating a custom date range that includes today

Most users need either today's data or historical data in a single query—not both. We recommend setting "Exclude today's data" as your default and only temporarily switching to "Include today's data" when needed.

Landing Page Settings

Set your account's default landing page to the feature or report your team uses most often. This provides your users with a consistent starting point every time they log in.

Navigate to Settings > Account Configuration > Reports tab > Landing Page Settings.

Click Save to apply your changes. Your selection will immediately become the default landing page for all users on your account.

Need help with other customization options? Check out our complete guide to customizing the ActivTrak app UI.

Learn more

• Insights Configuration
• ActivTrak Agent Deployment Guide
• Updating the ActivTrak Agent
• Active Time and Passive Time
• Offline Meetings
• Customize Your ActivTrak App UI
• Contact Support