The 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.

To get started, navigate to Settings > Account Configuration to access the Account Configuration Page.

Here, Admins can take the following actions:

*Only visible with an enabled ActivTrak calendar integration. Learn more.

Generate secure Agent installer links

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Depending on your environment, there may be several aspects to consider when installing software to remote devices. For example, suppose devices are not connected to the same network or virtual private network (VPN). In that case, it may not be possible to remotely install the agent using Group Policy or the ActivTrak Remote Installer

Another method to deploy and install the Agents remotely is via a secure, shared direct link. This method allows Admins to generate a secure link to share the Agent installer packages with users so they may install Agents directly on their devices. These links allow for a fast and easy way to share the latest Agent versions associated with the account and ensure a clean deployment. 

  • Click on the 'Create' button for Windows or macOS and a URL will be generated. It may take a few seconds for the link to display.
  • Once the URL is generated, it will expire after 72 hours. This expiration timeframe will display above the 'Create' button.
  • The same link can be shared with multiple users, however, the URL is unique to your ActivTrak account, so please be mindful and share only with the appropriate users.
  • Copy and share the link via email or messaging platform of your choice. Users can click on the link to download and run the Agent installer, which will install the latest ActivTrak Agent version on their devices and establish a secure connection back to your account within a few minutes.

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

Enable and install the ActivTrak Assist Browser Extension

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While ActivTrak’s Agent is robust, the modern web browser is an operating system of its own, running many of the cloud-based applications essential for business operations. With the multitude of apps, settings, policy controls, and third-party extensions running on each browser, there may be scenarios where the ActivTrak Agent cannot properly capture browser session activity. To solve for 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. Learn more.

Adjust Agent auto-update setting

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The Auto-Update Settings section shows which Agent versions your devices are targeting and how many are currently updated to these versions.

The status will appear as a colored circle which you can hover over with your mouse to see a tooltip with the status' corresponding meaning. 

  • Green: Auto-update is active for the account and the Agent Count shows how many Agents have successfully updated to the version listed.
  • Yellow: Auto-update is paused for the account, usually because ActivTrak is in the process of rolling out a new version (see Auto-Update process). This status can also show if the account has requested not to AU.
  • Red: Auto-update is disabled for the account, usually because the account has requested to "pin" a specific Agent version.

Example: Below, AU is paused (yellow) for the 8.2.16 version, but 2 of the 23 Agents have already been updated manually. Once AU is turned on for the account, the Status indicator will turn green and the Agent Count will start increasing until all 23 are updated, assuming they meet the minimum version requirement, are in communication with our servers, and are not being blocked by a firewall.

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Many organizations reuse work devices, especially as employees leave and new hires are onboarded. A computer may be idle during this time, without online access to auto-update its ActivTrak Agent. Admins have the ability to filter the 'Auto-Update Settings' view to highlight only those computers active in the past 7, 30, or 90 days (or to continue viewing all devices), so they can isolate those devices expected to auto-update. 

Learn more about updating the ActivTrak Agent here.

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Note: While this view displays only the total number of devices on the latest Agent version, Admins can also visit Settings > Users & Groups > Computer Agents to view the full list of devices. Clicking the filter icon in the right search bar exposes advanced filters like Agent Version and Operating System to assist in identifying specific computers.

Adjust Passive Time settings

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Passive Time includes activities that do not involve active mouse and keyboard movements (such as watching a video). Passive time collection can be configured based on your organization’s needs and habits via the "Passive Time Settings". Update the time in minutes and click "Save" to apply changes.

We recommend Passive Time configurations between 5 and 10 minutes given that most Passive Time episodes are less than 10 minutes. This will allow you to classify the most common cases (e.g. going passive on a video conference). However, you can also set it to 0 to completely exclude Passive Time. If you completely exclude passive time by stopping it at 0 minutes, we recommend starting it at 5 to 10 minutes to ensure you are accounting for normal short pauses throughout the day.

Default settings

Passive time start defaults to 2 minutes. Admins can adjust from 1-10 minutes.

Passive time stop defaults to 5 minutes. Admins can adjust from 0-30 minutes.

Notes

  • If you do not want passive activity durations to be capped, toggle on “Track passive time indefinitely” and click “Save” to apply changes.
  • Changes are applied within 10 minutes to all new activities only. Changes to Passive Time Settings are not applied retroactively.

Learn more about Passive Time here.

Adjust Active Time settings

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Active Time includes activities that involve active mouse and keyboard movements (such as composing an email). Active Time collection can be configured based on your organization’s needs and habits via 'Active Time Settings' to update the time in minutes and click "Save" to apply changes.

Default Settings

Active Time defaults to 60 minutes. Admins can adjust from 30-120 minutes.

Notes

  • If you do not want active activity durations to be capped, toggle on “Track active time indefinitely” and click “Save” to apply changes.
  • Changes are applied within 10 minutes to all new activities only. Changes to Active Time Settings are not applied retroactively.

Learn more about Active Time here.

Adjust Offline Meeting settings

Note: This setting is only visible if an ActivTrak calendar integration is enabled. Learn more

There are two configuration options under Offline Meeting Settings:

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1. Minimum Number of Invitees (Default: 2 invitees)

Specify the minimum number of non-declining invitees for a calendar event to be counted as an Offline Meeting. Invitees will be included in this number if they accept, respond Maybe/Tentative, or do not respond to a calendar event invitation.

Note: If it’s common for members of your organization to book a meeting room by adding it to a calendar event as a guest (rather than a room or a resource), we recommend setting this threshold to 3 or higher to ensure that a single person working alone in a conference room does not count toward Offline Meeting time.

2. Maximum Meeting Length (Default: 8 hours)

Set an upper limit on meeting time to avoid skewing the data with all-day or multi-day calendar blocks (i.e. PTO or sick leave). Meetings that exceed the maximum meeting length will be excluded from Offline Meeting time (0 hours will be counted).

Note: Changes to your Offline Meetings Settings won't be reflected until the next data refresh (every 24 hours).

Set Live Report performance optimization preferences

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NOTE: This feature is currently available for select paid plan customers with large accounts who will benefit the most from this optimization in platform performance. If you'd like access, contact Support

The Live Reports Performance Optimization leverages a 90-day report data cache to boost the performance of ActivTrak live report and dashboard queries. This cache is generated nightly to ensure analysis of team-level data is available quickly. Any updates to classification, users or groups are applied automatically to the cache just as they do in Live Reports. 

When you enable this setting, the current day’s data (today’s data) is excluded at the account level, allowing for all users accessing Live Reports within the 90-day cache period to experience faster load times. 

Additionally, once enabled, Live Report Performance Optimization settings will apply to historical date-range queries in the Date filter drop-down menu on the top left side of the individual live reports within the app. Today's data will be excluded in the queries such as Last 7 Days, Last 30 Days, This Week, Last Week, This Month, Last Month, This Year and Last Year. Today's data is available when selecting Custom Ranges that include the current date and the "Today" filter.

Choose a default landing page

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Configure your account's default landing page to the most commonly used feature or report by selecting from the list of available options. Click 'Save' to apply changes. 

Note: Default landing page changes will apply to all users on the account.

Learn more about customizing your ActivTrak app UI here.

View account storage information

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Keep track of your account storage usage in the Storage Information section.

Learn more:

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