ActivTrak can be used for multiple use cases across various industries. To ensure our customers are able to quickly and easily access the information most important to them, ActivTrak offers several UI customizations. Whether you want us to make recommendations or you’d prefer to manually make changes, this guide will help you tailor ActivTrak to your unique needs.
Complete Guided Account Setup
Admins can customize the ActivTrak app according to your organization’s use cases and privacy preferences by answering a series of questions in Guided Account Setup. Based on the responses, we will determine which dashboards and reports are displayed in the left app navigation and the level of data displayed in reports. The account creator will be prompted to complete Guided Account Setup the first time they access the app. An Admin can adjust the selections at any time by re-launching Guided Account Setup from the Role Access Page. Learn more about Guided Account Setup here.
Configure ActivTrak's Landing Page
Admins can configure the default account landing page (home page) on an account to the most commonly used feature or report by following these steps:
1. From the left-hand menu, select Settings -> Account Configuration
2. Scroll down to the section called Landing Page Settings.
3. Select your desired landing page from the list of available options.
3. Click Save.
After the selection is saved, all users on the account will default to the selected landing page when they log in to ActivTrak.
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 find more information on configuring and assigning user roles in this article.
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