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This guide helps you quickly set up Trackpilots, invite your team members, and start monitoring productivity and time tracking in your organization.

🧭 Overview of Setup Flow


πŸ“ Step 1: Create an Admin Account

To start using Trackpilots, you need to create an Admin (Organization Owner) account. πŸ‘‰ Sign up here: https://trackpilots.com/sign-up

βœ… Steps

  1. Enter your organization name, email, and password.
  2. Submit the registration form.
  3. Verify your email if required.

🎯 Result

  • Your organization workspace is created.
  • You will receive Admin Dashboard access.

πŸ“Š Step 2: Access the Admin Dashboard

After successful signup, you can access the Trackpilots Admin Dashboard.

From the dashboard, you can:

  • πŸ‘₯ Manage team members
  • πŸ“ˆ View productivity analytics
  • πŸ—“οΈ Monitor attendance and time tracking
  • βš™οΈ Configure monitoring policies and settings
The dashboard is the central control panel for your organization.

πŸ‘₯ Step 3: Invite or Add Employees

You can add employees to Trackpilots in two ways. πŸ‘‰ Manage Employees Page: https://app.trackpilots.com/settings/manage-employee

βœ… Benefits

  • Fast onboarding
  • No manual data entry
  • Scalable for large teams

✍️ Option B: Add Employee Manually

βœ… Use Case

  • When employees cannot register themselves
  • For controlled enterprise onboarding

πŸ“© Step 4: Employee Accepts Invitation

Once invited, employees must complete their account setup.

Steps for Employee

  1. Open the invite link received via email.
  2. Set up their password and profile.
  3. Complete account registration.

🎯 Result

  • Employee will appear in the Trackpilots Employee List in the dashboard.

πŸ’» Step 5: Download and Install Trackpilots App

To start tracking activity, employees must install the Trackpilots Desktop Agent. πŸ‘‰ Download Link: https://trackpilots.com/downloads

Supported Platforms

Installation Steps

  1. Download the installer.
  2. Run the setup file.
  3. Complete installation on employee system.

πŸ” Step 6: Employee Login to Trackpilots App

After installation:

Steps

  1. Open the Trackpilots desktop app.
  2. Login using employee credentials.
  3. Grant required permissions (if prompted).

🎯 Result

  • Trackpilots agent starts tracking work activity automatically.

πŸ”„ Step 7: Data Sync to Admin Dashboard

Once the employee logs in:

Automatically Synced Data

Benefits

  • πŸ“Š Real-time productivity monitoring
  • πŸ“ˆ Historical analytics and reports
  • πŸ‘₯ Team performance insights

βœ… 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

πŸ’‘ Best Practices

  • πŸ“’ Inform employees before enabling monitoring
  • βš™οΈ Configure monitoring policies based on company policy
  • πŸ”’ Use role-based access for security
  • πŸ“Š Review reports regularly for productivity insights

πŸŽ‰ You Are Ready to Use Trackpilots

Once all steps are completed, Trackpilots will start providing real-time insights into your team’s productivity and work behavior.