You can configure the default settings for the Teramind Agent, including how new users are created, default task assignment, screen records management, and the auto-update feature, etc. from the Configurations > Settings > Agents screen:
Default task:
You can assign a default task for employees at the start of their workday (this applies when using the Stealth Agent). For this change to take effect, the user's computer will need to be restarted. Keep in mind that you can also change or override an employee's default task from their profile under the Account tab.
Default settings:
Create new user on first agent connection
Enabling this option will automatically create a new user account the first time the agent connects to the server, if that user doesn't already exist. This is particularly useful for environments with numerous unmonitored accounts, such as service accounts, preventing them from cluttering the system.
Enable monitoring for new agents
If this option is enabled (and if your license permits), new Agent installations will have monitoring activated by default. If disabled, new Agents will remain unmonitored until you manually activate them via the Teramind Dashboard (you can enable/disable employee monitoring from the Employee Actions Menu).
Enable monitoring for new computers
If this option is enabled (and your license permits), new computer installations will be monitored automatically. If disabled, new computers will not be monitored until you manually activate them through the dashboard (you can enable/disable computer monitoring from the Computer Actions Menu).
Enable web login for new agents
This option allows your users to log in to the Teramind Dashboard. Note that you can also manage this setting for individual employees using the User can login to Teramind Dashboard option in their profile's Account tab.
Screen records management:
Default action for screen records
This option allows you to pre-select an action in the screen record deletion confirmation window. When you attempt to delete time and screen records from areas like the Live View > Snapshots dashboard or an Employee's Details screen, a confirmation window appears. This window presents you with several options for how you want to remove the records:
Keep screen records | This option will remove the time/task record but retain the associated screen recording. |
Restrict access for screen records | This option will remove the time and task record and limit access to the screen recording to users with the Restricted historic screen stream access permission. Users without this permission will be unable to view the recording. |
Remove screen records | This option will delete the screen recording entirely. |