Groups in ActivTrak

Groups in ActivTrak allow you to organize users and/or computers by team, location, or any other characteristic. Utilizing groups will enable you to easily analyze behavior via ActivTrak reports, dashboards and other features. Additionally, alarms and website blocking can be configured at the group level.

Admin and Configurators can manage groups by navigating to Settings > Users & Groups > Groups. The full list of groups is displayed on this page.

  • The triangular filter icon can adjust which groups to display based on Source & Type.
  • The gear icon enables/disables Active Directory groups.
  • The search bar allows Admins to quickly find a particular group(s) where a user or computer is a member.

Learn more about:

Group sources and types

The three group sources in ActivTrak are:

1. The ActivTrak App (manual creation or CSV file uploads)

2. Active Directory

3. Azure AD / Entra ID

These group sources are indicated by the group's icon, as reflected in the screenshot below.

GroupSource 5.png

Throughout the ActivTrak app, some pages may replace the group source icon to show its type.

The three group types are:

1. User Group

2. Computer Group

3. Mixed Group

These group types are indicated by the group type icon, as reflected in the screenshot below.

GroupTypes 5.png

ActivTrak groups: manual creation

To create a group manually, an Admin or Configurator can navigate to Settings > Users & Groups > Groups and click "Create Group" at the top, which will offer two options:

When "New Group" is selected, a prompt to name the group will appear. Once a name is added, click the "Add Members" button:

Next, select the box to the left of a user name to include them in this group. The search bar helps you find specific users quickly:

To see the list of computers, toggle from Users to Computers in the upper right corner. Select the box to the left of a computer name to include them in this group. The search bar helps you find specific computers quickly. Note: Groups do not require both users and computers, but they must have computers if the group will be used for website blocking.

After selecting users and computers to include in your group, click "Next" to view a preview of the group. In the screenshot example below, the new group will include one user and one computer.

If everything looks correct, click the "Create" button to complete the process. The newly created group will now appear on the Groups page.

ActivTrak groups: upload via CSV

To upload groups, an Admin or Configurator can navigate to Settings > Users & Groups > Groups and click "Create Group" at the top, which will offer two options:

When "Upload Group" is selected, a prompt to Drag and Drop or Browse Files will appear. You can obtain a template via the Download link.

The detailed process, as well as which column headers are required for a successful group upload, is explained in full detail here.

Note: The CSV upload can only create new groups and assign users to groups. You cannot modify or delete existing groups or group assignments; these must be done from the Groups page within the app.

A message will display when the upload is successfully completed and any newly created groups will now appear on the Groups page.

ActivTrak groups: edit or delete

Edit Groups

ActivTrak groups can be edited by clicking anywhere in their row, which brings up a Group Details page, as shown in the screenshot below.

From the Group Details page, you can

  • Rename a group by clicking the pencil icon next to a group name
  • Add more users or computers to a group by clicking "Add Member" in the top left
  • Remove members in bulk by placing a checkmark next to multiple users or computers and clicking the "Remove Member" button
  • Remove an individual member by clicking the three-dot menu to the right of a row

Delete Groups

To delete a single ActivTrak group, click the three-dot icon to the far right of its row, and click "Delete".

To delete groups in bulk, select the box next to each group you wish to delete, then click the "Delete" button at the top, as shown in the screenshot below. Note: Deleting groups does not delete the users or computers within them.

 

Note: From the Groups Page, you can only delete ActivTrak groups. The deletion of Azure AD groups is synced through Azure AD, and the deletion of individual Active Directory groups is not possible (they can only be enabled/disabled as a whole).

Active Directory groups

Active Directory groups, if enabled, will import groups from your traditional on-prem Active Directory once the ActivTrak Agent is installed. To enable Active Directory Groups, click the gear icon on the Groups page (Settings > Users & Groups > Groups), as shown in the screenshot below.

tempsnip.png

Only global security groups are imported. They are read-only, cannot be deleted, and can only be disabled/enabled as a whole, not individually. Any edits made to the Active Directory groups will sync to ActivTrak periodically. Restarting an Agent will force Active Directory groups to sync.

The ActivTrak Agent performs an LDAP query upon the service start to see if the signed-in user is a member of any Active Directory global security groups. If it detects membership, it will pull in that group's membership information in order to populate that group with any users that are also located within ActivTrak, as those other users' Agents will also be performing their own LDAP queries.

Sometimes the configuration of Active Directory groups does not align with how your organization wants to analyze employee productivity data. To disable Active Directory groups, click the gear icon again and select "Disable Active Directory Groups".

Azure AD / Entra ID groups

Groups from Azure AD can be imported to ActivTrak through an integration available to customers on a paid plan. The integration attempts to link Azure AD user profiles to their ActivTrak Agent data, then adds the linked users to groups. Only groups that are part of the defined ActivTrak parent group and with linked users are created in ActivTrak.

To learn more about ActivTrak's Azure AD integration, click here.

Download Groups

To download all of your groups in a single file, click "Download" and select "Download CSV":

mceclip3.png

The downloaded CSV contains the following fields:

group_id ActivTrak assigned
group_name

Customer defined

group_type one of the 3 sources covered above
member_type Client = user agent, Device = computer agent
member_id ActivTrak assigned
member_domain Computer/network assigned
member_name Computer/network assigned
member_alias Customer defined

 

Notes: Users and Computers will appear in multiple rows if they belong to multiple groups. The bottom rows will show any groups with no users or computers (member fields are blank), as well as any users or computers assigned to no groups (group fields left blank).

Groups FAQ

For reports and filters that show "Team", is this the same as a "Group"?

Yes!

Why isn't a group I just created showing in my Insights reports?

Insights data updates once a day; they should reflect tomorrow!

 

Learn more:

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