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.
Account Configuration Tabs
Contents
*Only visible to certain plan types and/or accounts.
Data Tab
Sensitive Data Visibility*
The Sensitive Data Visibility Settings allow you to choose how much detail appears in reports based on the organization's privacy needs.
*Accounts with the Screen Details add-on automatically have Full Details enabled, and the Sensitive Data Visibility setting panel is hidden. Need more granular visibility into work activities? Ask about our Screen Details add-on.
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 Team Pulse, Top Websites Report, Top Applications Report, Activity Log, and Classifications
Navigate to Settings > Account Configuration > Data tab > Sensitive Data Visibility. After configuring these settings, remember to click the Save button.
Sensitive Data Visibility Settings - Data Tab
Full Details are available only for trials and legacy plans. 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 gives immediate visibility into user activity as it happens, helping managers support team members and maintain productivity awareness.
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. Need more granular visibility into work activities? Ask about our Screen Details add-on.
Real-Time Settings - Data Tab
Passive Time Settings
Passive Time captures moments without keyboard or mouse activity (like 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 this anywhere from 1 to 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 between 5 and 10 minutes to capture common scenarios like 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
Passive Time Settings - Data Tab
Active Time Settings
Active Time represents periods of user engagement with mouse and keyboard (like 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 this anywhere from 30 to 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 and click Save to apply 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
Active Time Settings - Data Tab
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 Invitees: The minimum number of non-declining (i.e., accepted, maybe/tentative, and non-responding) invitees to an event to count as an Offline Meeting. The default is two invitees.
- 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 following data refresh (every 24 hours) and only apply to new data.
*Accounts with the ActivTrak Calendar Integration enabled will have access to these settings; the panel is otherwise hidden.
Office Meeting Settings - Data Tab
Location Settings*
Use the Location Settings to enable ActivTrak to accurately account for variations in work location, identifying whether an employee was working at the office, remotely, or adhering to 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 those workdays where they may spend time in 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.
Threshold for Office/Remote Work Days - Data Tab
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 an office or a Virtual Private Network (VPN), Admins can provide the IP address to ensure that associated user activity is assigned 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 more than one possible location (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 denote an Office location. User activity on all other IPs will automatically be given a Remote location.
- If toggled off, the Agent may automatically assign the ‘Office’ location to activity on other IP addresses, according to 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.)
Assign IP Addresses to an Office Network or VPN - Data Tab
Agent and User
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.
- 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.
- Share the link via email or messaging with appropriate users. The same link works for multiple users.
- 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.
Agent Install - Agent and User Tab
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 where the ActivTrak Agent can't correctly 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 - Brower Extensions.
Browser Extensions - Agent and User Tab
Auto-Update Settings
This section shows which Agent versions your devices are targeting and how many have updated to these versions. 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 without access to auto-update their ActivTrak Agent. Using the dropdown menu in the top left, Admins can filter the Auto-Update Settings view to show only computers 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 like Agent Version and Operating System to identify specific computers.
Auto-Update Settings - Agent and User Tab
Storage Information
Keep track of your account storage usage in this settings panel.
Navigate to Settings > Account Configuration > Agent and User tab > Storage Information.
Storage Information - Agent and User Tab
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 their activity tracked.
*This feature is currently available for customers enrolled in the Next-Gen User Management Early Access (EA) program.
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" or "defaultuser100000") that consume licenses but only record system-level events. Refer to Microsoft's documentation of temporary user profiles here. You can also manage user-level tracking from the Users page (Settings > Users & Groups > Users).
- If you notice ‘defaultusers’ on your User Agents page, you can simply delete them (click here for a step-by-step guide), but you can also add the specific string as a global tracking exclusion, as explained above. While other variations of ‘defaultuser’ may appear in the future, the one you excluded will not.
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.
Global Tracking Exclusions - Agent and User Tab
Email Auto-Detection*
In addition to email addresses entered on the Users page or by integrations/API, email addresses are auto-detected through the agent’s username or the 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.
*This option is currently available for Next-Gen User Management Early Access (EA) users.
Email Auto-Detection - Agent and User Tab
Reports
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 keeping "Exclude today's data" as your default setting and only temporarily switching to include today's data when needed.
Live Report Performance Optimization - Reports Tab
Landing Page Settings
Set your account's default landing page to the feature or report your team uses most often. This gives your users a consistent starting point each 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.
Landing Page Settings - Reports Tab