ActivTrak can be used for multiple use cases across various industries. To ensure our customers can quickly and easily access the information most important to them, ActivTrak offers several UI customizations.

Contents

• Configure role access
• Configure your account landing page
• Create shortcuts with Favorites
• Learn more

Configure role access

Admins can determine what appears in the left app navigation for other ActivTrak users based on their User Role. This makes it easy for managers and individuals to focus on the data that's important to them and gives Admins greater control over the level of employee data shared with other users.

To access this feature, navigate to Settings > Access > Role Access. You can learn more about configuring and assigning user roles here.

Configure your account landing page

Admins can configure your account's default account landing page (home page) to the most commonly used feature or report by following these steps:

1. From the left navigation, click on Settings > Account Configuration > Reports tab
2. Scroll down to Landing Page Settings, as shown in the screenshot below
3. Select your desired landing page from the list of available options
4. Click Save to apply your changes. Note: Default landing page changes will apply to all users on the account

Create shortcuts with Favorites

Save time accessing your most-used reports, dashboards, and pages with our Navigation Favorites feature. Favorites is a great way for all users to build out their workflows and customize their in-app experience.

To add pages to your Favorites list, hover over the page name within the left navigation and click the star icon to the right of the page name, or click Add Favorite at the top of any page. You can add up to 10 pages to your Favorites.

Note: Each user can create their own Favorites list — the selections you make will not impact other users’ Favorites.

Learn more

• User Roles & Permissions in ActivTrak