The NextGen interface is under active development. A few Legacy features are not yet fully migrated, and features marked as "On the Roadmap” represent the planned roadmap rather than a guarantee of future implementation.

Introduction

Teramind NextGen presents a modern, future-ready platform while maintaining seamless operational continuity with the Teramind Legacy environment.

This guide summarizes the new and updated features defining this generational evolution. It also provides a comprehensive feature mapping to help you effortlessly transition legacy functionalities to their new locations in the modernized interface while clarifying current migration limitations and upcoming enhancements.

New Features in Teramind NextGen

In NextGen, we moved away from a legacy, data-heavy interface to a unified workspace. This new interface introduces powerful insights, enhanced analytics, and AI-driven capabilities designed to streamline workflows, improve ease of use, and ensure you extract the highest business value from your Teramind deployment.

Here are some new features and improvements available in Teramind NextGen platform:

AI-Powered Insights & Assistance

AI Widget Generator: This flagship feature allows administrators to create custom dashboard widgets using natural language. You can simply type a query (e.g., "Show me a bar chart of the top 10 most used unproductive apps this week") to instantly generate a visual report. Learn More.
AI Usage Control Dashboard: The AI Usage Control dashboard is more enhanced version of the LLM BI report available in Legacy. It gives you one place to see how employees use generative AI tools such as ChatGPT, Gemini, Claude, etc. Its tabs cover different parts of AI use:
- AI Application Usage shows which AI apps and sites are being used and by whom, which helps you spot unapproved (shadow AI) tools.
- AI Chats shows the messages and files employees share with AI tools.
- AI Risk collects alerts from your AI-related rules, such as file uploads or API keys pasted into AI chats.
- Agentic AI tracks AI agents running on employee computers and the local files they access.
Together, these views help you measure AI adoption while protecting sensitive data. Learn More.

Reconstructed Video for macOS

NextGen introduces Reconstructed Video for macOS, assembling continuous session playback from app metadata and UI components to eliminate visibility gaps. This feature is vital for Mac environments, as it bypasses strict system-level permissions and privacy prompts that can interrupt traditional video. It provides a resilient, lightweight forensic tool that maintains oversight without the high resource overhead or intrusive prompts of continuous capture. Learn More.

Specialized Preset Dashboards

NextGen introduces several new out-of-the-box dashboards tailored for specific organizational needs:

AI Usage Control: See above.
Overview: This default landing dashboard is designed to provide real-time oversight of organizational productivity and security compliance by aggregating employee activity, app/web usage, and policy adherence.
Live View: Lets you watch employees’ screens in real time and see what they are working on.
Productivity: The fully redesigned Productivity dashboard replaces the Legacy Productivity reports with a more comprehensive view of workforce efficiency. It uses KPIs and trend charts to separate active time from actual output, and compares results by department or location to highlight engagement outliers. Use-case tabs give you focused views, including Overview, Time Worked, Productivity Analysis, Remote Workforce Activity, Time Theft Identification/Prevention, Office-by-Office Performance Comparisons and Hybrid Workforce Monitoring.
Employee Monitoring: A high-level dashboard for tracking general app/web activity and engagement along with the live status of online employees.
Insider Threat Detection: A security-focused dashboard designed to highlight high-risk behaviors such as outgoing data transfers across various channels.
Use Case Catalog: This is a comprehensive library of pre-configured reporting templates designed to facilitate rapid platform deployment. It allows administrators to readily utilize specific monitoring scenarios, such as tracking remote work efficiency or auditing sensitive data access without having to spend time manually creating custom dashboards from scratch.

You can find these dashboards under the Dashboards > All Dashboards menu.

Modern Integrations & Ecosystem

NextGen streamlines identity management and directory connectivity with top-tier cloud providers:

Microsoft Entra ID: Native support for Microsoft Entra ID directory (formerly Azure AD) provides real-time, automated synchronization of your organizational hierarchy, including all employee and group data, directly from your cloud directory into Teramind. Learn More.
Microsoft Outlook Calendar Integrations: TSyncs your employees' calendar events from Microsoft 365/Outlook calendar into Teramind, closing one of the oldest blind spots in activity monitoring: the time employees spend in meetings away from their computers. Learn More.

Enhanced Configuration & Productivity Tools

Productivity Profiles: The new dedicated Unclassified Apps/Domains feature acts as a staging area, automatically gathering all uncategorized activity for rapid classification. This allows you to categorize apps and domains in batches, eliminating the need to manually locate them across activity dashboards.

Redesigned Rule Editor

The Rule Editor has been rebuilt with a focus on usability and error prevention. The Rule Summary section now highlights missing requirements and displays helpful messages if a critical component is overlooked, ensuring rules are logically sound before they are deployed.

Unified User Experience & Design

Teramind NextGen introduces a unified look and feel across the entire platform, utilizing a consistent design language that delivers:

Standardized Interface: Streamlines navigation through intuitive interface elements like the Dashboard Actions Menu, Context Menus, and Grid displays.
Improved Global Search: A persistent Global Search bar allows users to instantly find employee profiles, computers, behavior rules, configuration items, etc. from any screen.
Enhanced Customization: The interface provides greater flexibility and personalization through themes and layout options.
Updated Guided Tours: To ensure you can effectively navigate new features and updates, the platform has been updated with new, interactive Guided Tours for primary uses cases.

Legacy to NextGen Migration

The following information clarifies the process for users transitioning from the Teramind Legacy environment to NextGen.

Switching Between Legacy and NextGen

To support your transition, we offer the option to switch between the environments upon request. When enabled, you will see a Teramind Legacy / SWITCH TO NEXT GEN button at the top of the dashboard, allowing you to toggle effortlessly between the two environments.

If you require this functionality, please contact your Customer Support Representative for assistance.

Methods for Switching Interfaces

Browser-Based Methods

Use an Incognito/Private Browsing Window: Open Teramind in an incognito or private browsing window and sign in. This bypasses stored cookies that may keep you on the Legacy interface.
Clear Cookies and Cache: Clear your browser’s cookies and cache for the Teramind site. Then, reload the site and sign in again. This removes the preference for the Legacy interface and restores the NextGen view.

URL Modification

To directly access the NextGen interface, append /v2 to your Teramind dashboard URL. For example, if your dashboard URL is https://yourcompany.teramind.co, navigate to https://yourcompany.teramind.co/v2.

Troubleshooting Common Switching Issues

If the above methods do not work, ensure that your browser is up-to-date and that no extensions are interfering with the site’s functionality.
Contact your Teramind administrator if you continue to experience issues, as they may need to adjust your user permissions.
Prefer to Use Legacy UI: If you wish to continue using the Legacy UI but encounter issues, use the Legacy login link. If it doesn’t load properly, try opening it in an incognito/private browsing window. Subsequent logins should work normally.

Sync Process

Monitoring data and most items, such as Employees, Computers, Departments, Behavior Policies/Rules, Shared Lists, Access Control policies and monitoring settings (Monitoring Profiles in NextGen), are shared between the two environments, so changes made in one appear in the other automatically.

BI Reports from Teramind Legacy sync to NextGen under Custom Dashboards, with a Teramind Legacy badge. For more information, see the Working with Synced BI Reports from Teramind Legacy section in the User Guide.

Features Mapping

The following table maps Legacy menu items and features to their new locations or status in NextGen. This information is subject to change as development continues, so please keep an eye on our Release Notes for the latest updates and changes.

Legacy Feature	NextGen Location
Time Tracking	Time Tracking.
Tracker	Discontinued. With NextGen, we are transitioning towards a more automated and native monitoring workflows. That's why we have decided to put the legacy web-based Tracker feature on hold. For contractors or freelancers who previously relied on this feature, we recommend the Revealed Agent. By configuring minimal monitoring, you can grant users manual control over their tracking while still ensuring accurate time and task capture. If this feature is critical to your operation, please let your Customer Succss Manager know.
Tasks	Configurations > Tasks.
Employee Cost	Time Tracking > Employee Cost.
Task Cost	Time Tracking > Task Cost.
Time Records	Time Tracking > Time Records.
Time Cards	Time Tracking > Time Cards.
BI Reports	Dashboards. Notes: Online Meetings: On the Roadmap. Some widget Data Sources like Tasks, Agent, Computers, etc. are discontinued. Some data points or filters aren’t yet available (e.g., CIDR locations) When adding widgets, you now have two options: Custom Widgets (these are similar to BI Report’s widgets) and a new set of Built-In Widgets (e.g., Live Montage, Employees Online, Snapshots, etc.). In addition to Grid and Chat widgets, there is also now a Indicator widget type. The LLM dashboard is mapped to the AI Usage Control dashboard. Most of your existing custom BI Reports are migratable depending on their configurations. For more information, see the Working with Synced BI Reports from Teramind Legacy section in the User Guide.
Dashboards	No direct migration but replaced by Dashboards. Notes: The Legacy Dashboards (e.g., Focus and Enterprise) were not directly migrated because they have been replaced by a more unified and flexible system in NextGen. While Legacy separated high-level snapshots into "Dashboards" and detailed logs into “Monitoring Reports” and "BI Reports", NextGen consolidates these into a single Dashboards framework where both chart snapshots and granular grid widgets exist together. Also, some of the dashboard-specific widgets from Legacy have been migrated such as the “Live Montage”, “Latest Snapshots”, etc. under slightly different names. As an alternative, users can utilize Preset Dashboards like Overview or Productivity for standard KPIs, or create Custom Dashboards using three different types of widgets (see above).
Monitoring	No direct migration but replaced by Dashboards. OCR is moved to a dedicated OCR dashboard. Notes: A key functional shift to note: while Legacy Monitoring provided near real-time updates, NextGen Dashboards currently operate on a synchronization cycle similar to Legacy BI Reports. Data typically refreshes every 5–15 minutes, though high volumes can extend this window up to 4 hours. Our roadmap includes plans to narrow this synchronization gap in upcoming releases to bring performance closer to real-time.
Risk	No direct migration but replaced by Dashboards > Behavior Alerts > Risk tab. Notes: The Risk report was not directly migrated because its functionality is now consolidated within the Behavior Alerts dashboard's dedicated Risk tab and the Insights hub. This integration streamlines the user interface and allows for more advanced analysis, such as detecting "Activity Falsification" patterns. Users can replicate or exceed Legacy risk tracking by utilizing the pre-built risk widgets in NextGen.
Productivity	No direct migration but replaced by Dashboards > Productivity dashboard. Notes: The Productivity report was not directly migrated because its functionality is now replaced by the redesigned Productivity dashboard, which provides a more enhanced and granular hub for assessing workforce efficiency.
OMNI	Insights. Notes: The Team Activity section is disabled in the NextGen interface. The Investigate feature is redesigned and works a bit differently than Legacy. Some minor difference exist on how a few features like Dismiss, duration display, etc. work.
Behavior	Configurations > Behavior Policies.
Policies	Configurations > Behavior Policies. Notes: There has been some minor changes to UI labels. But the functionalities work similarly. MIP labels in the Content tab (See Microsoft Purview integration below).
Alerts	No direct migration but replaced by Dashboards > Behavior Alerts dashboard. Notes: A key functional shift to note: while Legacy Alerts report provided near real-time updates, NextGen Behavior Alerts dashboards currently operate on a synchronization cycle similar to Legacy BI Reports. Data typically refreshes every 5–15 minutes, though high volumes can extend this window up to 4 hours. Our roadmap includes plans to narrow this synchronization gap in upcoming releases to bring performance closer to real-time.
Employees	Employees. Notes: Minor changes to the UI labels and placement of elements. For example, the RBAC tab in the employee's profile is now called Access Control, LDAP is now Attributes, etc. PDF export of employee list (individual employee's reports can be exported as PDF). LDAP filters are not available yet.
Computers	Computers. Notes: Minor changes to the UI labels and placement of elements. LDAP filters are not available yet.
Session Player	Session Player. Notes: NextGen has a new Reconstructed Video mode for macOS.
Configure	Moved under the Configurations menu.
Departments	Configurations > Departments.
Schedules	Configurations > Schedules.
Positions	Configurations > Positions.
Access Control	Configurations > Access Control.
Productivity Profiles	Configurations > Productivity Profiles > Profiles tab. Notes: A new Unclassified Apps/Domains tab is added, which allows you to view all activities that haven’t yet been categorized and quickly classify them.
Productivity Categories	Configurations > Productivity Profiles > Categories tab.
Shared Lists	Configurations > Shared Lists.
Locations	Configurations > Locations.
System	Moved under the System menu. See below.
Missing Users/Computers	On the Roadmap.
Video Export	System > Video Exports.
Report Export	System > Dashboard Exports.
System Log	System > System Log
My Account (Cloud)	My Account.
Subscription	My Account > Subscription section.
Support PIN	My Account > Support PIN section.
Server & Port	My Account > Server & Port section.
Support	No direct migration but replaced with the interactive Chat icon shown at the bottom-right corner of the screen.
User Menu	Moved under various menus. See below.
My Profile	User Menu > My profile.
Download Teramind Agent	System > Download Agent.
Access Tokens	Configurations > Settings > Access Tokens.
Logout	User Menu > Log out.
Search	Global Search.
Notifications Report	Issues/Notification dashboard.
Help	Help.
Settings	Most of the items moved under the Configurations menu. See below.
Monitoring Settings	Configurations > Monitoring Profiles.
Integrations	System > Integrations.
SIEM: Generic CEF	On the Roadmap.
SIEM: Generic JSON	On the Roadmap.
SIEM: Splunk	On the Roadmap.
SIEM: Splunk CIM	On the Roadmap.
SIEM: IBM QRadar	On the Roadmap.
SIEM: McAfee	On the Roadmap.
PM: Jira	On the Roadmap.
PM: Zendesk	On the Roadmap.
PM: Redmine	On the Roadmap.
Microsoft Purview (MIP)	On the Roadmap.
Entra ID (NextGen)	Available from the System > Integrations screen.
Microsoft Outlook Calendar (NextGen)	Available from the System > Integrations screen.
Settings	Configurations > Settings.
About	Update Teramind and About this deployment sections are moved to My Account. The Geolocation map tiles section is moved to System > Map Tiles
Active Directory	Configurations > Settings > Active Directory.
Agent Defaults	Configurations > Settings > Agents. Notes: Currency is moved to the Configurations > Settings > Locale tab. Stealth agent protection is moved here from the Security tab.
Autoupdate (Cloud)	Moved under the Computers screen (click the Agent update channels button). For more information see this article.
Alerts	Configurations > Settings > Alerts. Notes: The License Alerts option is added here (previously it had its own tab in Legacy).
Login Screen	Configurations > Settings > Login Screen.
Security	Configurations > Settings > Security.
- Host	Configurations > Settings > Security > Hostname
- SSL	Configurations > Settings > Security > SSL section.
- Dashboard Authentication	Configurations > Settings > Authentication.
- Password Policy	Configurations > Settings > Authentication.
- Single Sign On Authentication	Configurations > Settings > Authentication.
- Dashboard Sessions	Configurations > Settings > Security > Sessions section.
- Agent Removal Protection	Configurations > Settings > Agents > Stealth agent protection section.
- Outgoing Exported Data	Most options are moved to Configurations > Settings > Security > Data export section.
- Access to Exported Data	Most options are moved to Configurations > Settings > Security > Data export section.
- Send Diagnostic Data	Configurations > Settings > Security > Send diagnostic data section.
Server Management	Configurations > Settings > Server.
SMTP	Configurations > Settings > SMTP.
Storage	System > Storage.
OCR	Configurations > Settings > OCR.
System Health	System > System Health.
Localization	Configurations > Settings > Locale.
License Alerts	Configurations > Settings > Alerts > Exceeding license alerts section.
Daily Digest Alerts	Configurations > Settings > Alerts > Daily Digest Email Alerts section.
API	On the Roadmap.

Teramind NextGen Migration Guide