This guide outlines the two primary methods for configuring monitoring settings in Teramind: using monitoring profiles to manage groups of users, and applying custom profiles for individual employees.
Method 1: Changing Monitoring Settings for a Group
Monitoring profiles allow you to apply the same configuration to groups of employees, departments, computers, or Active Directory groups. You can create and edit them from the Configurations > Monitoring Profiles screen:
1. From the main menu, navigate to Configurations > Monitoring Profiles.
2. Click the New Profile button. The Create profile panel will open on the right side of the screen. (Note: If you want to edit an existing profile, click its name and follow from Step 6.)
3. In the Name field, enter a name for the profile (e.g., Helpdesk Team).
4. Optionally, enter a description in the Description field (e.g., Monitoring settings for the Helpdesk department).
5. Click the Save button. The new profile will open on the Channels tab.
6. Select the Assignment & precedence tab. Under Assign to, select the Employees, Departments, Computers, and/or Active Directory Groups you want to apply the profile to (e.g., the Helpdesk Department).
7. Select the Channels tab and click the ON/OFF toggle next to the desired monitoring channel (e.g., Geolocation) to turn it on or off.
8. Click the Edit (pencil) icon under the Actions column next to a channel to access its detailed settings. In this example, we want to edit the settings of the Screen Recording channel.
9. Change the settings you want, then click the Apply changes button. In this example, we scrolled down to the Websites recording section, clicked Add Rule under Don't record the screen of these websites, and entered paypal.com in the Scope field (press Enter after each value). You can also pick a shared list instead of typing a website, and use the Browsers field to limit the rule to specific browsers.
10. Click the Save button at the top-right corner of the screen to save the profile.
An employee can be assigned to only one monitoring profile at a time. If an employee is covered by more than one assignment, the profile is chosen in this order of precedence: Computer, Employee, AD Group, Department, then Default. You can see this order on the Assignment & precedence tab.
Method 2: Changing Monitoring Settings for a Single Employee
You can configure unique monitoring settings for a specific employee directly from their profile's Monitoring Options tab:
1. Select Employees from the main menu.
2. Select an employee by clicking their name (e.g., Aymon Cousteau). You will be taken to the employee's details screen.
3. Click the Edit button at the top-right corner of the screen. The Edit Profile panel will open on the right side of the screen.
4. Select the Monitoring options tab.
5. Click the ON/OFF toggle next to the desired monitoring channel (e.g., AI Usage) to turn it on or off. The Monitoring profile field will change to Custom profile.
6. Click the Settings (gear) icon next to a channel to access its detailed settings (e.g., Websites).
7. Change the settings you want (e.g., check Don't monitor private browsing), then click Back to return to the list of channels.
8. Click the Apply Changes button to save the monitoring settings.
When you change an employee's monitoring settings individually, a Custom profile is automatically created and assigned to the employee. A custom profile overrides any other group monitoring profile(s) the employee may be part of.