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The Manage Employees section allows administrators to add, invite, manage, and control employee access within Trackpilots. πŸ”— URL: https://app.trackpilots.com/settings/manage-employee

πŸ“Œ Overview

This page provides a centralized dashboard to:
  • View all employees in the organization
  • Manage team member teams and page access roles
  • Invite or manually add employees
  • Edit or remove employees

πŸ“‹ Employee List Table

The employee table displays key metadata about each team member.

Table Columns

ColumnDescription
EmployeeEmployee name and email address
RoleAssigned access role (Admin, Manager, Team Head, No Access, etc.)
Work ModeOffice, Remote, or Hybrid
OSOperating system used by the employee device
VersionInstalled Trackpilots desktop agent version
Last LoginLast active login timestamp
ActionsEdit or Delete employee

βž• Add a New Employee

Trackpilots supports two methods to onboard employees.
Admins can invite employees via email.

Flow

  1. Admin enters employee details
  2. System sends an invitation email
  3. Employee accepts the invite
  4. Employee sets their own password
  5. Employee is added to the team

Fields

  • Employee Name (required)
  • Employee Email ID (required)
  • Employee Work Mode (Office / Remote / Hybrid)
  • Page Access Control Role (required)
  • Teams (required)

πŸ‘€ Add Manual Employee

Admins can directly create employee accounts without sending an invite.
Recommended for company-owned systems or stealth monitoring setups.

Fields

  • Employee Name (required)
  • Employee Email ID (required)
  • Employee Work Mode (required)
  • Page Access Control Role (required)
  • Teams (required)
  • Password (required)

Security Note

Make sure to securely share the password with the employee.
Do not expose credentials in public channels.
Admins may log in first and hand over the system if required.

πŸ” Page Access Control Roles

Roles define which pages and features an employee can access. Typical roles:
  • Admin – Full system access
  • Manager – Limited admin access
  • Team Lead – Limited admin access
  • No Access – Disabled or restricted account
Custom roles can be created using Create Page Access Role.

πŸ‘₯ Teams Management

Employees can be assigned to one or multiple teams.
  • Create teams using Create New Team
  • Assign employees for structured monitoring and reporting
  • Teams help in filtering analytics and tracking productivity

✏️ Edit Employee

Admins can update:
  • Name
  • Email
  • Role
  • Work Mode
  • Teams
  • Access permissions

❌ Delete Employee

Deleting an employee will:
  • Revoke system access
  • Remove tracking permissions
  • Disable login credentials
Historical logs remain preserved for audit and compliance.

πŸ–₯ OS Detection

Trackpilots automatically detects the employee system OS:
  • πŸͺŸ Windows
  • 🐧 Linux
  • 🍎 macOS
This helps in debugging agent issues and deployment tracking.

πŸ“¦ Agent Version Tracking

The Version column shows the installed Trackpilots desktop agent version. Use this to:
  • Ensure latest agent rollout
  • Identify outdated clients
  • Debug compatibility issues

πŸ•’ Last Login Tracking

Displays the last time the employee logged in. Useful for:
  • Inactive user detection
  • License optimization
  • Security audits

βœ… Best Practices

  • Use Invite Employee for normal onboarding
  • Use Manual Add only for controlled environments
  • Always assign roles and teams
  • Regularly review inactive employees
  • Enforce strong passwords

🧩 API & Developer Notes

  • Employee data is synced with Trackpilots Identity Service
  • Roles map to RBAC (Role-Based Access Control) policies
  • Team mappings are used in Analytics, Reports, and Monitoring Services
  • Deleting users does not delete historical tracking data