Adding employees and computers is the fundamental first step in establishing your monitoring environment. Whether you are onboarding new staff, deploying hardware to a new department, or integrating external contractors, Teramind ensures that every user and device is correctly identified for accurate time tracking, productivity analysis, and security enforcement. Proper setup ensures that activity data is linked to the right individual and that behavior policies are applied consistently across your organization.

Teramind provides multiple methods for this process, ranging from manual entry and bulk imports to automated enrollment and directory synchronization with Active Directory or Microsoft Entra ID.

Enabling Monitoring for New Employees

Simply deploying the Agent does not always result in the employee or computer automatically appearing on the dashboard. To ensure they show up and are monitored automatically, make sure the Create new users on first agent connection option is selected and the Disable monitoring by default and Disable monitoring for computer by default options are not selected under Configurations > Settings > Agents. Alternatively, you can manually enable or disable monitoring from the Employees or Computers screens. Check out this article to learn how.

Adding Employees Manually

You only need to add an employee / user if they are using the Revealed Agent. Employees using the Stealth Agent are added automatically upon installation, but you can still edit their employee profile for easy management and reporting.

You can add an employee from the Employees screen:

1. Select Employees from the main menu.

2. Click the New employee button, which opens the Create Employee panel.

3. Fill out the details across the following tabs:

Personal: Enter the name, email address, phone number and avatar, choose whether the user can log in to the Teramind Dashboard, and set business details such as department, position and rate. Note: Use caution when changing existing email addresses, as Teramind uses them as unique IDs.
Account: Set the Access Level (e.g., Administrator, Employee), default task, language and password, and configure dashboard permissions like self-history playback or activity report viewing.
Access Control: Assign roles (Role Access Control policies) to grant the user custom permissions.
Attributes: (read only) Displays identity attributes and LDAP groups for users imported from Active Directory.
Monitoring options: Assign a specific Monitoring profile or adjust settings to create a custom profile for this user.

4. Click Submit to save the profile, or Send Invite & Submit to invite the user to Teramind. If you use the second option, the employee will receive an email invitation to download and install the Teramind Agent, along with a temporary password for login.

For more information, refer to the Creating a New Employee section in the User Guide.

Importing Employees via CSV (Bulk Import)

You can use the import feature to add employees in bulk from the Employees screen:

1. Select Employees from the main menu.

2. Click the Three Dots icon next to the Filters button to open the context menu, then select Import employees. The Import Employees window will open.

3. Click the Download Template (CSV) button to obtain the required file format.

4. Open the downloaded CSV template in Excel or another editor. Fill in your employees' information, being careful to keep the special formatting of the CSV intact. Save the file once you are done editing.

5. Click Upload a file (or drag and drop your file into the upload area) to upload your completed CSV file. The file can be up to 64 MB.

6. Under Map Required Fields, make sure each required Teramind field (First Name, Last Name, Email and Position) is mapped to the matching column in your file. Teramind maps columns with matching names automatically, but you can change a mapping from the Uploaded Field drop-down.

7. Keep the Email the invitation to the employee option turned on if you want to send email invitations to the employees to install the Teramind Agent. Turn it off if you don't want to send invitations.

8. Click the Add Employees button to begin the import process. Once the import is finished, you'll see how many employees were created. If any lines in your file couldn't be imported, they'll be listed along with the reason.

For more information, check out the Importing Employees section in the User Guide.

Adding Computers

Computers are added to the system by installing the Teramind Agent:

Stealth Agent/Standard Agent: Once installed, both the user and computer appear automatically on the dashboard within approximately one minute of connection.
Revealed Agent: The computer and associated user account are added to the dashboard once a user launches the Agent and successfully logs in with their credentials.

Automated Enrollment

Teramind allows you to automate the addition of new users and computers through several options:

Enable Agent Default Settings

Located under Configurations > Settings > Agents, these options let you set up new Agent connections automatically:

Create new users on first agent connection: If enabled, Teramind automatically creates a new user account the first time an Agent connects to the server, provided that user doesn't already exist.
Disable monitoring by default / Disable monitoring for computer by default: Leave these options unselected so that newly added employees and computers are monitored automatically (if your license allows it). If you select them, new employees or computers won't be monitored until you activate them from the dashboard.

Import Entities from Active Directory

You can integrate with Active Directory domains via Configurations > Settings > Active Directories to import users, computers, and groups directly from your domain.

Some of the relevant options include:

Import objects from these organizational units (OUs): Select the OUs to import users and computers from. Imported OUs are treated as Departments in Teramind for organized reporting.
Monitor users in these groups: Automatically enables monitoring only for users in the selected AD groups.
Don't monitor users in these groups: Automatically disables monitoring for users in the selected AD groups.
Limit fetching: Fetch only specific OUs and groups. Enter them in the Fetch only these OUs and Fetch only these groups fields. Select Hierarchy to also fetch their child OUs and groups.
Replicate computers' state: If enabled, AD-enabled computers are imported as auto-monitored, while AD-disabled ones are imported as non-monitored.
Stop monitoring users that are no longer in the AD: Automatically disables monitoring for users who are no longer in Active Directory or are outside the synced OUs.

For step-by-step instructions, including the Microsoft account requirements, check out the How to integrate with Active Directory article.

Import Users From Microsoft Entra ID

You can connect Teramind to Microsoft Entra ID (formerly Azure AD) via System > Integrations > Microsoft Entra ID Directories to sync users and groups from your directory. Once you sign in with your Microsoft account and accept the requested permissions, Teramind shows the number of users and groups found in your directory, and you can use rules to control what gets imported.