🧭 Overview of Setup Flow
| Step | Action | Description |
|---|---|---|
| 1️⃣ | Create Admin Account | Register your organization and get dashboard access |
| 2️⃣ | Access Dashboard | Manage employees and monitoring settings |
| 3️⃣ | Invite Employees | Invite via link or add manually |
| 4️⃣ | Employee Accepts Invite | Employee creates their account |
| 5️⃣ | Download Trackpilots App | Install desktop tracking agent |
| 6️⃣ | Employee Login | Start tracking activity |
| 7️⃣ | Data Sync | View productivity data in dashboard |
📝 Step 1: Create an Admin Account
To start using Trackpilots, you need to create an Admin (Organization Owner) account. 👉 Sign up here: https://trackpilots.com/sign-up✅ Steps
- Enter your organization name, email, and password.
- Submit the registration form.
- Verify your email if required.
🎯 Result
- Your organization workspace is created.
- You will receive Admin Dashboard access.
📊 Step 2: Access the Admin Dashboard
After successful signup, you can access the Trackpilots Admin Dashboard.From the dashboard, you can:
- 👥 Manage team members
- 📈 View productivity analytics
- 🗓️ Monitor attendance and time tracking
- ⚙️ Configure monitoring policies and settings
👥 Step 3: Invite or Add Employees
You can add employees to Trackpilots in two ways. 👉 Manage Employees Page: https://app.trackpilots.com/settings/manage-employee🔗 Option A: Invite via Invite Link
| Action | Description |
|---|---|
| Click Invite Employee | Enter employee email and generate invitation |
| System Sends Email | Trackpilots automatically sends the invite link to the employee’s email 📩 |
| Employee Registers | Employee opens the email and creates their account |
✅ Benefits
- Fast onboarding
- No manual data entry
- Scalable for large teams
✍️ Option B: Add Employee Manually
| Field | Description |
|---|---|
| Name | Employee full name |
| Employee work email | |
| Role | Employee role (Admin/User/Manager) |
| Password | Employee temporary password |
✅ Use Case
- When employees cannot register themselves
- For controlled enterprise onboarding
📩 Step 4: Employee Accepts Invitation
Once invited, employees must complete their account setup.Steps for Employee
- Open the invite link received via email.
- Set up their password and profile.
- Complete account registration.
🎯 Result
- Employee will appear in the Trackpilots Employee List in the dashboard.
💻 Step 5: Download and Install Trackpilots App
To start tracking activity, employees must install the Trackpilots Desktop Agent. 👉 Download Link: https://trackpilots.com/downloadsSupported Platforms
| Platform | Status |
|---|---|
| Windows | ✅ Supported |
| macOS | ✅ Supported |
| Linux | ✅ Supported |
Installation Steps
- Download the installer.
- Run the setup file.
- Complete installation on employee system.
🔐 Step 6: Employee Login to Trackpilots App
After installation:Steps
- Open the Trackpilots desktop app.
- Login using employee credentials.
- Grant required permissions (if prompted).
🎯 Result
- Trackpilots agent starts tracking work activity automatically.
🔄 Step 7: Data Sync to Admin Dashboard
Once the employee logs in:Automatically Synced Data
| Data Type | Description |
|---|---|
| ⏱️ Work Time | Active and idle time |
| 📸 Screenshots | Periodic screen captures |
| 🌐 App & Website Usage | Productivity classification |
| 🧾 Attendance | Check-in, check-out, breaks |
Benefits
- 📊 Real-time productivity monitoring
- 📈 Historical analytics and reports
- 👥 Team performance insights
✅ Quick Setup Checklist
- Create Admin Account
- Access Admin Dashboard
- Invite or Add Employees
- Employees Accept Invite
- Download Trackpilots App
- Employees Login to Agent
- View Data in Dashboard
💡 Best Practices
- 📢 Inform employees before enabling monitoring
- ⚙️ Configure monitoring policies based on company policy
- 🔒 Use role-based access for security
- 📊 Review reports regularly for productivity insights