π§ Overview of Setup Flow
π Step 1: Create an Admin Account
To start using Trackpilots, you need to create an Admin (Organization Owner) account. π Sign up here: https://trackpilots.com/sign-upβ Steps
- Enter your organization name, email, and password.
- Submit the registration form.
- Verify your email if required.
π― Result
- Your organization workspace is created.
- You will receive Admin Dashboard access.
π Step 2: Access the Admin Dashboard
After successful signup, you can access the Trackpilots Admin Dashboard.From the dashboard, you can:
- π₯ Manage team members
- π View productivity analytics
- ποΈ Monitor attendance and time tracking
- βοΈ Configure monitoring policies and settings
π₯ Step 3: Invite or Add Employees
You can add employees to Trackpilots in two ways. π Manage Employees Page: https://app.trackpilots.com/settings/manage-employeeπ Option A: Invite via Invite Link
β Benefits
- Fast onboarding
- No manual data entry
- Scalable for large teams
βοΈ Option B: Add Employee Manually
β Use Case
- When employees cannot register themselves
- For controlled enterprise onboarding
π© 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.
π― Result
- Employee will appear in the Trackpilots Employee List in the dashboard.
π» Step 5: Download and Install Trackpilots App
To start tracking activity, employees must install the Trackpilots Desktop Agent. π Download Link: https://trackpilots.com/downloadsSupported Platforms
Installation Steps
- Download the installer.
- Run the setup file.
- Complete installation on employee system.
π Step 6: Employee Login to Trackpilots App
After installation:Steps
- Open the Trackpilots desktop app.
- Login using employee credentials.
- Grant required permissions (if prompted).
π― Result
- Trackpilots agent starts tracking work activity automatically.
π Step 7: Data Sync to Admin Dashboard
Once the employee logs in:Automatically Synced Data
Benefits
- π Real-time productivity monitoring
- π Historical analytics and reports
- π₯ Team performance insights
β 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
π‘ Best Practices
- π’ Inform employees before enabling monitoring
- βοΈ Configure monitoring policies based on company policy
- π Use role-based access for security
- π Review reports regularly for productivity insights
