The ActivTrak Admin: Account Configuration certification is a 10-course learning journey designed to guide ActivTrak Administrators through everything they need to successfully implement ActivTrak — from initial login and Agent deployment to full configuration and platform exploration.
*The certification is available in ActivTrak Academy for paid plans and free trials.
Contents
- Who is this certification for?
- How to access the certification
- How each course works
- Courses
- Learn more
Who is this certification for?
This certification is designed for ActivTrak Administrators responsible for:
- Setting up and configuring ActivTrak for their organization
- Deploying data collection Agents across devices
- Managing user access and permissions
- Ensuring data privacy and security compliance
How to access the certification
Access the ActivTrak Admin: Account Configuration certification directly from within the ActivTrak app by navigating to Help > ActivTrak Academy, or via the link in the top right corner.
How each course works
Each course is made up of short, focused modules that take 3–7 minutes to complete. Every course includes:
- Specific action items — Hands-on tasks to complete in your own ActivTrak account as you learn.
- Knowledge checks — Brief, optional quizzes to confirm your understanding before moving forward.
- Cheat sheets — One for each course, containing a table of action items and resources organized by module for easy reference.
- Flexible pacing — Move through modules at your own pace, skip around, and revisit content as needed.
Pro Tip: Keep your ActivTrak account open in a separate tab or window so you can follow along and complete action items as you learn.
Courses
Follow these courses in sequence for a smooth implementation, or jump to specific courses based on your immediate needs. Complete all 10 courses to earn your ActivTrak Admin: Account Configuration Certificate.
Recommended configuration timeline
Weeks 1–2: Courses 1–2: Foundation and Agent Deployment
Weeks 3–4: Courses 3–5: Users & Groups, Configuration
Weeks 5–6: Courses 6–7: Classification, Access Control & Security
Weeks 7–8: Courses 8–10: Goals & Notifications, App Exploration, Resources
Course 1: Your ActivTrak Foundation
Duration: 30–45 minutes
Get your account operational and data flowing. Covers login, Guided Account Setup, Agent installation on your own device, whitelisting, and verifying that data is reporting correctly. Perfect for brand new administrators or anyone starting from scratch.
Course 2: Agent Installation & Deployment
Duration: 1–2 hours
Master Agent deployment across all platforms and scenarios. Covers direct, remote, and silent deployment methods for Windows, macOS, and ChromeOS devices, as well as the ActivTrak Assist Browser Extension, Agent updates, and troubleshooting. Essential for anyone responsible for rolling out ActivTrak across their organization.
Course 3: Setting Up Users & Groups
Duration: 1 hour
Set up the people side of ActivTrak. Covers navigating the Users page, managing user records, creating groups, setting display names, configuring Do Not Track rules, and keeping your account data accurate and well-organized.
Course 4: Account Settings
Duration: 1 hour
Configure the core settings that determine how ActivTrak operates. Covers Active and Passive Time, sensitive data visibility, Live Report performance, schedules, time zones, and website blocking. Important for accurate data collection and appropriate privacy levels.
Course 5: Insights Configuration
Duration: 45 minutes
*For Professional and Essentials Plus plans.
Configure advanced analytics features to maximize workforce insights. Covers Insights settings, privacy controls, offline meeting handling, activity alignment, benchmarks, goals, and email subscriptions.
Course 6: Activity Classification
Duration: 1 hour
Define what "productive" means for your organization. Covers the Classification page, pending and bulk classification, custom categories, group classifications, and the Intelligent Auto-Classification system. Critical for accurate reporting and meaningful insights.
Course 7: Access Control & Security
Duration: 1 hour
Control who can access which data with effective user and permission management. Covers the four user roles, inviting app users, assigning viewable groups, customizing role permissions, and configuring SSO, MFA, and Google Authentication.
Course 8: Goals & Notifications
Duration: 45 minutes
Establish success metrics and stay informed about important events. Covers setting account-level and team-level productivity goals, enabling and configuring alarms, and setting up Productivity Signals.
Course 9: ActivTrak App Exploration
Duration: 1 hour
Navigate the platform with confidence and discover all available features. Covers the Admin Panel, Activity Log, Live Data vs. Insights dashboards, and data export options.
Course 10: Getting Help & Staying Informed
Duration: 30 minutes
Discover all the resources available to support your ActivTrak success. Covers the Help Center, ActivTrak Academy, Latest Updates, Weekly Digest, Support, the Status Page, Feature Requests, and the Customer Research Panel.