ActivTrak Release Notes

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready but limited to opt-in direct customer participants during this phase.

Availability

• Plans: All Plans
• Rollout schedule: Phased — available to opt-in accounts beginning June 11, 2026. General Availability planned for Q3 2026.
• Go-live date: June 11, 2026
• EA limitations: Available to direct, paid accounts. Access granted on a rolling basis through the EA period.

Requirements

• Agent version: N/A
• Browser: N/A
• Integrations: N/A
• Permissions: Administrator role required.
• Commercial: Included in all plans. No additional add-on required.
• Technical prerequisites: N/A
• Implementation timeline: Enabled at the account level upon CSM confirmation. Access available within 24–48 hours of CSM confirmation.
• Other: N/A

What's new

Feature description

Pending License Management replaces ActivTrak's previous all-or-nothing report lockout with a more flexible, admin-controlled workflow. When an account exceeds its purchased license count, reporting access is preserved for all users within the limit, and excess users are automatically routed to a new Pending Licenses tab on the Users page for admin review. Admins retain full control over how and when to resolve overages without disrupting access to critical workforce insights.

Key capabilities

• Preserved report access: Reports remain fully accessible for all users within the purchased license limit, even when the account is in overage.
• Pending Licenses tab: Excess users are automatically routed to a dedicated tab on the Users page, where admins can review and take action on their own timeline.
• 30-day data preservation: Activity data is collected and retained for pending users for up to 30 days, giving admins time to make informed decisions before approving or removing access.
• Flexible admin actions: Admins can approve pending users (when licenses are available), assign them to an existing user, merge them with an existing agent, or remove them entirely.
• Optional manual review mode: Admins can enable manual review for all new users — even within license limits — for tighter control over license consumption.
• Admin email notifications: When new users enter the Pending Licenses queue, email notifications are automatically sent to account admins, ensuring overages are visible without requiring admins to actively monitor the Users page.

Use cases

• License overage management: When a new device comes online and pushes an account over its license limit, the admin is notified and can review the pending user in the Pending Licenses tab — approving, merging, or removing at their own pace — rather than losing access to reports while scrambling to resolve the issue.
• Proactive license control: For organizations that want proactive control over license assignments, enabling manual review mode holds all new users in Pending Licenses before they consume a license, regardless of whether the account is currently over its limit.

Target audience

• Primary personas: IT Administrators, Account Administrators
• Fit indicators: Accounts with dynamic or growing user bases; organizations that have previously experienced report lockouts due to license overages

How to access

For EA features

• Request access: Contact your Customer Success team to enroll in Early Access.
• Access location once activated: Navigate to the Users page in ActivTrak (app.activtrak.com/settings/users) and select the Pending Licenses tab.

Resources

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about Pending License Management configuration or access.

Additional information

Migration notes

• Action required: No action required. Enrolled accounts will automatically begin routing excess users to the Pending Licenses tab rather than triggering a report lockout.

Change management

• Overage notifications updated: Pending License Management removes the previous in-app banner and notifications tied to the legacy overage flow. Admins should use the Pending Licenses tab and email notifications to review and act on pending licenses going forward.

Feedback and performance

• Feedback channel: Email us at [email protected]
• Success metrics: Reduction in support escalations related to report lockouts; average time to resolve the Pending Licenses queue.

Original source

Release date

June 30, 2026

Critical information

Status

• Early Access (EA): Available to select customers upon request. Production-ready but with a focused initial feature set. Additional capabilities are planned for future releases.

Important Notice (EU AI Act Compliance)

In accordance with the EU AI Act and ActivTrak's updated Master Services Agreement, this notice is provided 30 days in advance of the June 30, 2026 Early Access release. Work Advisor must be manually enabled by an account administrator — it is not activated by default. This feature is classified as a general-purpose AI tool providing advisory output only.

Availability

Packages

Workforce Management (WFM), Productivity Optimization (PO) Not included in: Workforce Management for Small Business (WFM for SB)

Rollout schedule

Included for all WFM & PO packages beginning July 1, 2026.

Go-live date

June 30, 2026

EA limitations

Contractual usage limits apply at the daily, monthly, and account levels. Usage is tracked but not enforced during the Early Access period (enforcement expected approximately 6 months post-EA launch).

Requirements

Agent version

No minimum agent version required.

Browser

N/A

Integrations

N/A

Permissions

Admin or Configurator role required to enable and access Work Advisor. See the User Roles & Permissions article for more information.

Commercial

Included with WFM and PO. No additional add-on required during Early Access.

Technical prerequisites

Account administrator must manually opt in to enable Work Advisor. Feature is not enabled by default.

Implementation timeline

Access is available immediately upon opt-in by an account administrator.

Other

Work Advisor is designed for team-level workforce insights only. Individual-level personally identifiable information (PII) is not surfaced in responses.

What's new

Feature description

ActivTrak's Work Advisor is a conversational AI interface that enables workforce leaders to ask natural language questions about their teams and receive data-driven insights — without requiring deep product expertise or manual report navigation. Work Advisor connects directly to ActivTrak workforce data to support faster, more informed decisions around staffing, scheduling, and team utilization. All responses are advisory in nature and are designed to support human decision-making, not replace it.

Key capabilities

• Natural language workforce queries: Ask questions about your workforce in plain language and receive responses grounded in your ActivTrak data — including schedule adherence, user activity, PTO, and absences.
• Privacy-first design: All responses are limited to team-level data. Individual PII is not exposed, and access is controlled by existing role-based permissions.
• Governance and compliance observability: Visibility into how Work Advisor is being used across the account, supporting responsible AI adoption.
• Fair use monitoring: Session usage is tracked at the daily, monthly, and account levels. Usage data is available for review during Early Access (enforcement is not active during this period).
• Deep links to existing reports: Responses include direct links to relevant ActivTrak reports, enabling users to verify data and explore further without manual navigation.

Use cases

Staffing decisions

HR leaders and workforce managers can ask natural language questions to evaluate whether headcount changes are warranted — without manually cross-referencing dashboards and reports.

Example questions Work Advisor can answer:

• "Two marketing team members left — should we backfill their roles?"
• "The head of Sales requested three new hires. Should we approve or deny based on recent utilization?"
• "Which teams need additional headcount next quarter?"

Work Advisor evaluates team utilization levels, workload distribution, and capacity trends to surface an evidence-based advisory response. Each response includes a workload interpretation (High, Low, Optimal, or Varied), supporting metrics, and a short rationale — helping leaders move from days of manual analysis to a faster, more consistent decision process.

Workforce utilization maximization

Operations leaders and managers can identify capacity gaps and imbalances across teams and redistribute workload before issues escalate.

Example questions Work Advisor can answer:

• "Which teams are under capacity this month?"
• "Who can absorb additional workload without increasing overtime risk?"
• "Which team members are consistently over 110% utilization?"

Work Advisor analyzes utilization trends across 1-week, 4-week, and 12-week windows and surfaces teams operating above or below target thresholds. When one team is over capacity and another is under, Work Advisor identifies the redistribution opportunity — helping organizations optimize existing resources before pursuing new headcount.

Schedule adherence

Managers can surface patterns in how well employees are following their configured work schedules, including recurring late starts, early finishes, and extended periods of inactivity during scheduled hours.

Example questions Work Advisor can answer:

• "Who has recurrent punctuality issues?"
• "Which teams have schedule adherence below 80%?"
• "Who is taking more than one hour of break time per day?"

Work Advisor evaluates adherence against each user's configured schedule — or, if no configuration exists, a default 9:00 AM to 5:00 PM schedule — and flags users or teams that consistently fall below the 80% adherence threshold. Responses include the number of occurrences, the trend's duration, and whether a configured or default schedule was applied.

Attendance validation

HR partners and managers can identify employees with days of zero activity that lack a corresponding PTO or time-off record, supporting more accurate compliance tracking and reducing liability exposure.

Example questions Work Advisor can answer:

• "Who has taken days off without approved time off?"
• "Which teams have the highest number of unsubmitted PTO entries?"
• "Who hasn't submitted PTO in the last 90 days?"

Work Advisor cross-references activity data against attendance records within a configurable lookback window (default: 90 days) to flag potential unreported absences, PTO mismatches, and teams with above-average absence rates. Responses are advisory and evidence-based — designed to support HR review, not replace it.

Target audience

• Primary personas: HR leaders, workforce managers, operations leaders, and executive stakeholders who need fast answers from workforce data without deep platform expertise
• Fit indicators: Organizations with hybrid or distributed teams, accounts currently using Workforce Management features (schedule adherence, working hours, utilization), and teams looking to reduce time spent on manual data analysis

How to access:

For EA features

• Access location once activated: Once enabled by an account administrator, Work Advisor is accessible via "Ask ActivTrak" in the left navigation menu. The page header displays "Ask ActivTrak Work Advisor."

Resources:

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success Manager for questions about Work Advisor configuration, access, or the interpretation of responses.

Additional information:

Known limitations

• Work Advisor does not surface individual user PII — all insights are scoped to the team level.
• Work Advisor is designed to handle workforce-related queries only. Non-work-related or out-of-scope requests are not supported.
• Exportable charts and visuals supporting AI responses are not available at EA launch — planned as a fast-follow enhancement.
• Universal account-level rules and guidelines (allowing administrators to set standing context for the advisor) are not available at EA launch — planned as a fast-follow enhancement.
• Navigation may be affected when the left menu is collapsed — a fix is planned for a future release.
• Work Advisor provides advisory language only (for example, "data seems to suggest") and is not designed to make or recommend hiring, firing, or other consequential employment decisions without human review.

Coming soon

• Exportable charts and visuals supporting Work Advisor responses
• Account-level rules and guidelines for administrators to configure standing context
• Additional Productivity Optimization use cases (app usage insights and AI-powered recommendations) — targeted for Q4 2026
• Enterprise add-on with higher usage limits, MCP server integration, and proactive analysis capabilities — targeted for Q1 2027

Feedback and performance

• Feedback channel: Work Advisor includes an in-product feedback mechanism (thumbs-up/down with detailed options) for each response. Customers may also share feedback directly with their Customer Success Manager.
• Success metrics: Time saved on manual report pulling and data analysis; frequency of Work Advisor sessions; quality ratings via in-product feedback; use case coverage relative to team workflow needs.

Original source

Release Date: May 29, 2026

Template versions:

• ActivTrak for BI - Financial Loss: Power BI v1.1
• ActivTrak for BI - Headcount Planning: Power BI v1.1
• ActivTrak for BI - Potential False Activity: Power BI v1.2
• ActivTrak for BI - Technology License Optimization: Power BI v1.1

Critical information:

Status

• General Availability (GA): Fully released and available to all eligible users.

Availability

• Plans: All ActivConnect subscription tiers
• Rollout Schedule: Immediate

Requirements

• ActivConnect (Add-on): Required ActivConnect subscription
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Data input: Google Sheets access
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new:

This release delivers performance and reliability improvements across four ActivTrak Power BI templates. All templates benefit from optimized query performance, and select templates include targeted fixes for data accuracy and interactive filtering.

Potential False Activity Template — v1.2

• Improved query performance through optimized data model structure

Technology License Optimization Template — v1.1

• Improved query performance through optimized data model structure

Headcount Planning Template — v1.1

• Replaced user_name with employee_id as the primary joining key, enabling more reliable employee matching between ActivTrak activity data and the Employee Roster
• Improved query performance through optimized data model structure
• Fixed: Formatted interactive bar chart measures unit type

Financial Loss Template — v1.1

• Overbilling rate tiers now properly cross-filter top visuals (user count, time, and billing metrics)
• Improved query performance through optimized data model structure

How to access:

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• Setup Guide: ActivTrak for Power BI - Financial Loss
• Setup Guide: ActivTrak for Power BI - Headcount Planning
• Setup Guide: ActivTrak for Power BI - Potential False Activity Analysis
• Setup Guide: ActivTrak for Power BI - Technology License Optimization
• ActivConnect API (Add-on)

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Release date: May 29, 2026

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready with a defined feature set. Additional capabilities are planned before General Availability.

Availability

• Plans: Professional and Premium with the AI Insights (Add-on)
• Rollout schedule: Immediate for all qualifying Professional and Premium accounts beginning May 29, 2026
• Go-live date: May 29, 2026
• Legacy plan handling: Available to qualifying accounts on Professional or Premium plans. Contact your Customer Success team to enable the AI Insights (Add-on)
• EA limitations: Available for purchase beginning May 29, 2026. Access is enabled by your Customer Success team after the AI Insights (Add-on) is activated.

Requirements

• Agent version: No minimum agent version required.
• Browser: Chrome, Edge, or Firefox (latest versions recommended).
• Integrations: N/A
• Permissions: Admins and Configurators have access by default. Power Users and Viewers can be granted access via the Role Access settings. See the User Roles & Permissions article for more information.
• Commercial: AI Insights (Add-on) required ($4/user/month introductory rate through the end of 2026).
• Technical prerequisites: ActivTrak agent deployed for users being measured; AI tools in active use within the organization.
• Implementation timeline: Access is activated within 24–48 hours of AI Insights (Add-on) enablement.

What's new

Feature description

AI Insights helps executives, IT leaders, and HR teams measure how AI tools are being adopted across the workforce and whether that adoption is translating into measurable productivity gains. By analyzing usage patterns, classifying users into AI adoption maturity stages, and correlating adoption with productivity outcomes, AI Insights gives organizations the data they need to make informed decisions about AI investments, enablement priorities, and resource allocation.

Key capabilities

• Impact dashboard: Correlates AI adoption maturity stages with workforce productivity metrics — overall utilization and core activity efficiency — at both the organizational and team level. Includes trend analysis to track how stage distribution and productivity shift over time.
• Adoption dashboard: Provides user-level details on AI tool usage, including top tools by time allocation, per-user maturity-stage classification, interaction frequency, and usage trends. Supports drill-down analysis via cross-filtering across all visualizations.
• Category configuration: Allows Admins and Configurators to define which application and website categories count as AI usage at the account level. Accommodates organizations that have customized the default AI Tools & Assistants category or created their own AI-related categories.
• AI Adoption Maturity Framework: Classifies users into one of four stages — No Usage, Research Assistance, Task Execution, and Workflow Integration — based on usage frequency, the percentage of productive time spent in AI tools, and average AI interaction frequency (sessions per day). Enables leaders to move beyond binary usage tracking to understand how deeply AI is embedded in daily work.
• BI & Custom Analysis (ActivConnect API (Add-on) required): For customers with ActivConnect, the AI Insights BI template unlocks the full AI impact story. It lets them integrate their own output and performance data to correlate AI adoption with business outcomes. The in-app dashboard tells you how people are using AI. The BI template tells you what difference it's making. For more information, see Release Notes: ActivTrak for BI - AI Insights.

AI Adoption Maturity

Every user is classified into a maturity stage based on three signals: usage frequency, percentage of productive time in AI tools, and average AI interaction frequency (sessions per day).

• Stage 0 - No Usage: User has not engaged with any AI tools
• Stage 1 - Research Assistance: AI is being tried, explored, or used for quick inputs or research
• Stage 2 - Task Execution: AI is actively used to draft, analyze, or refine work outputs
• Stage 3 - Workflow Integration: AI is embedded in workflows and decision-making, producing near-final outputs

How to access

For EA features

• Request access: Contact your Customer Success team to confirm eligibility and enable the AI Insights (Add-on) for your account.
• Activation timeline: Access is enabled within 24–48 hours of add-on activation.

Access once activated

• Navigate to Executive Summaries > AI Insights
  • Impact tab — Org-level maturity distribution and productivity correlation (landing page)
  • Adoption tab — User and tool-level detail
  • Configuration tab — Define AI categories for your account (Admins and Configurators only)
• To manage role access, go to Settings > Access > Role Access

Resources

Documentation

• AI Insights (Add-on)
• AI Insights
• Glossary: AI Insights

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about AI Insights configuration, access, or dashboard interpretation.

Additional information

Coming soon

• Embedded AI measurement: Capture and measure AI activity from embedded features within everyday applications — such as Copilot in Microsoft 365, Gemini in Google Workspace, or AI assistants in Salesforce — in addition to standalone AI tools.
• Compliance dashboard: Identify unapproved AI tool usage to assess security risks, inform governance policies, and ensure compliance with approved AI standards across the organization.
• Additional productivity metrics: Track Working Day Span and Focused Time as signals of how AI adoption affects when and how work gets done.
• General Availability: Broad availability to all eligible Professional and Premium accounts via the AI Insights add-on.

Navigation update

• What's changing: The AI Adoption section in the main navigation has been renamed to AI Insights. The Organization sub-page is now Impact; the Team sub-page is now Adoption.
• Action required: None. Navigation updates are applied automatically.

Original source

Release date

May 29, 2026

Critical information

Status

• Early Access (EA): Available to select accounts upon request. Production-ready with a defined feature set. Additional capabilities are planned before General Availability.

Availability

Plans

Professional and Premium with the AI Insights (Add-on) and ActivConnect API (Add-on)

Rollout schedule

Immediate for all qualifying ActivConnect API (Add-on) enabled accounts beginning May 29, 2026

Go-live date

May 29, 2026

Requirements

Agent version

No minimum agent version required.

Add-ons

AI Insights (Add-on) and ActivConnect API (Add-on)

BI Platform

Power BI Pro or Premium license

Permissions

Admins and Configurators have access by default. Power Users and Viewers can be granted access via the Role Access settings. See the User Roles & Permissions article for more information.

Commercial

AI Insights (Add-on) required ($4/user/month introductory rate through the end of 2026).

What's new

Feature description

ActivTrak for BI - AI Insights helps executives, IT leaders, and HR teams measure how AI tools are being adopted across the workforce and whether that adoption is translating into measurable productivity gains. By analyzing usage patterns, classifying users into AI adoption maturity stages, and correlating adoption with productivity outcomes, AI Insights gives organizations the data they need to make informed decisions about AI investments, enablement priorities, and resource allocation.

Key capabilities

• Impact dashboard: Correlates AI adoption maturity stages with workforce productivity metrics — overall utilization and core activity efficiency — at both the organizational and team level. Includes trend analysis to track how stage distribution and productivity shift over time.
• Adoption dashboard: Provides user-level details on AI tool usage, including top tools by time allocation, per-user maturity-stage classification, interaction frequency, and usage trends. Supports drill-down analysis via cross-filtering across all visualizations.
• Category configuration: Allows Admins and Configurators to define which application and website categories count as AI usage at the account level. Accommodates organizations that have customized the default AI Tools & Assistants category or created their own AI-related categories.
• AI Adoption Maturity Framework: Classifies users into one of four stages — No Usage, Research Assistance, Task Execution, and Workflow Integration — based on usage frequency, the percentage of productive time spent in AI tools, and average AI interaction frequency (sessions per day). Enables leaders to move beyond binary usage tracking to understand how deeply AI is embedded in daily work.

AI Adoption Maturity

Every user is classified into a maturity stage based on three signals: usage frequency, percentage of productive time in AI tools, and average AI interaction frequency (sessions per day).

Stage | Maturity level | Behavior pattern

Stage 0 | No Usage | User has not engaged with any AI tools

Stage 1 | Research Assistance | AI is being tried, explored, or used for quick inputs or research

Stage 2 | Task Execution | AI is actively used to draft, analyze, or refine work outputs

Stage 3 | Workflow Integration | AI is embedded in workflows and decision-making, producing near-final outputs

How to access

• Access Requirements: Active ActivConnect API (Add-on) subscription
• Request access: Contact your Customer Success team to confirm eligibility and enable the AI Insights paid add-on for your account.
• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI

Implementation

• Standard setup: Less than 30 minutes
  • 5-10 minutes - Power BI template installation
  • 5-10 minutes - Initial data load and validation

Resources

Documentation

• AI Insights (Add-on)
• ActivTrak for BI - AI Insights
• Glossary: ActivTrak for Power BI - AI Insights
• Setup Guide: ActivTrak for Power BI - AI Insights

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success team for questions about AI Insights configuration, access, or dashboard interpretation.

Additional information

Coming soon

• Embedded AI measurement: Capture and measure AI activity from embedded features within everyday applications — such as Copilot in Microsoft 365, Gemini in Google Workspace, or AI assistants in Salesforce — in addition to standalone AI tools.
• Compliance dashboard: Identify unapproved AI tool usage to assess security risks, inform governance policies, and ensure compliance with approved AI standards across the organization.
• Additional productivity metrics: Track Working Day Span and Focused Time as signals of how AI adoption affects when and how work gets done.
• General Availability: Broad availability to all eligible Professional and Premium accounts via the AI Insights add-on.
• Data Studio and Tableau support: Availability on additional BI solution platforms.

Original source

ActivTrak is introducing a more flexible packaging structure in July 2026 — so you can choose the work intelligence that fits your team, including new AI capabilities where you need them most.

New packages will become available in July 2026 for new accounts. Starting in August 2026, ActivTrak will begin migrating existing accounts to the new packages.

Why we're changing

Workforce needs aren't one-size-fits-all. Some teams need tighter visibility into hours, schedules, and attendance. Others are focused on coaching, capacity, and high-value work. Our new plan structure is designed to match those distinct goals — so you're only paying for what's relevant to your team, with a clear path to expand when your needs grow.

The update also brings AI capabilities directly into your plan. Work Advisor is included in the Workforce Management plan, with additional AI tools available as your team's needs evolve.

What's changing

ActivTrak's new packaging replaces the legacy Advanced/Essentials, Essentials Plus and Premium/Professional tiers with four purpose-built solutions:

• Workforce Management for Small Business (WFM for SB)
• Workforce Management (WFM)
• Productivity Optimization (PO)
• Workforce Management + Productivity Optimization Bundle

Each package addresses a specific customer need, making it easier to choose the right fit — and to expand as your needs grow.

The new structure also introduces Work Advisor, our conversational workforce intelligence module, as a built-in capability in the Workforce Management package and the new AI Insights (Add-on) to help teams measure AI adoption and impact.

New packages

New packages are priced per worker per month (w/m), reflecting ActivTrak's focus on real workforce outcomes: productivity, utilization and the visibility to act with confidence.

Available Add-ons

• Screen Details: +$2 w/m, Workforce Management
• AI Insights: +$4 through '26, then $8 w/m, Productivity Optimization
• ActivConnect API: +$3 w/m, All packages
• Data History: +$1 w/m per additional year, All packages
• HRIS Integration: $9K per year, All packages

What's included

See exactly what will be available in your account — and what is accessible if you upgrade.

Package details and Features by package tables detail the features, pricing, and availability across Free, WFM for SB, WFM, PO, and WFM + PO packages, including user limits, data history, schedules, offline meetings, location, Work Advisor, AI Insights, and many other workforce management and productivity features.

The update provides a comprehensive overview of the new packaging structure, pricing, add-ons, and feature availability to help customers choose the best plan for their needs.

Original source

Release date

May 8, 2026

Template versions

• ActivTrak for BI - Timesheet Reconciliation: Power BI v1.1
• ActivTrak for BI - Contractor Billing Reconciliation: Power BI v1.1

Critical information

Status

• General Availability (GA): Fully released and available to all eligible users.

Availability

• Plans: All ActivConnect subscription tiers
• Rollout schedule: Immediate

Requirements

• ActivConnect (Add-on): Required ActivConnect subscription
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Data input: Google Sheets access
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new:

• Version 1.1 delivers performance and accuracy improvements to both ActivTrak for BI - Timesheet Reconciliation and ActivTrak for BI - Contractor Billing Reconciliation. These updates ensure your billing data filters correctly across all visuals and that tier labels reflect accurate month ranges - giving your team more reliable data for workforce cost decisions.
• Overbilling rate tier cross-filtering fixed: Overbilling rate tiers now properly cross-filter the top visuals, including user count, time, and billing metrics. Selecting a tier will now accurately update all related visuals as expected.
• Improved query performance: The underlying data model has been optimized to reduce load times and improve filtering responsiveness across both reports.
• Bug fix: Consecutive months' tier labels corrected. Tier labels for consecutive months have been updated to reflect the correct ranges: 5-8 Months and >8 Months. Previously displayed labels did not match the underlying data logic.

How to access

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• Setup Guide: ActivTrak for Power BI - Timesheet Validation
• Setup Guide: ActivTrak for Power BI - Contractor Billing Reconciliation
• ActivConnect API (Add-on)

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Template version

1.1

Release date

May 8, 2026

Status

• General Availability (GA): Fully released and available to all eligible Users.

Availability

• Plans: All ActivConnect subscription tiers
• Rollout schedule: Immediate

Requirements

• ActivConnect (Add-on): Required ActivConnect subscription
• BI platform: Power BI Pro or Premium license (Tableau and Data Studio support coming in future releases)
• Data input: Google Sheets access
• Agent deployment: The ActivTrak Agent must be deployed to the user machines
• Permissions: Admin role required for setup
• Report access: Based on Power BI configuration permissions

What's new

• Version 1.1 delivers performance and accuracy improvements to both ActivTrak for BI - Timesheet Reconciliation and ActivTrak for BI - Contractor Billing Reconciliation. These updates ensure your billing data filters correctly across all visuals and that tier labels reflect accurate month ranges - giving your team more reliable data for workforce cost decisions.
• Overbilling rate tier cross-filtering fixed: Overbilling rate tiers now properly cross-filter the top visuals, including user count, time, and billing metrics. Selecting a tier will now accurately update all related visuals as expected.
• Improved query performance: The underlying data model has been optimized to reduce load times and improve filtering responsiveness across both reports.
• Bug fix: Consecutive months' tier labels corrected. Tier labels for consecutive months have been updated to reflect the correct ranges: 5-8 Months and >8 Months. Previously displayed labels did not match the underlying data logic.

How to access

• Download directly from within the app. Log in to ActivTrak and navigate to API & Integration > ActivConnect & BI
• Access Requirements: Active ActivConnect subscription

Documentation

• Setup Guide: ActivTrak for Power BI - Timesheet Validation
• Setup Guide: ActivTrak for Power BI - Contractor Billing Reconciliation
• ActivConnect API (Add-on)

Support

• Customer Success: Contact your Customer Success team
• Contact Support: https://www.activtrak.com/contact/

Original source

Effective date: May 1, 2026

ActivTrak no longer offers unlimited data retention or unlimited daily screenshots on any plan. Beginning with renewals occurring after May 1, 2026, all accounts will be moved to the standard data retention and screenshot limits included in their current plan.

Unlimited data retention and unlimited screenshots have not been available to new customers since 2023. This change ensures all accounts benefit from:

• Reduced risk and liability associated with long-term storage of sensitive data
• Improved platform performance and stability
• Alignment with industry best practices for data retention

All affected customers were notified by email between March 6 and March 10, 2026.

What to expect

• No changes before your renewal. Your data retention settings and screenshot limits will remain the same until your account renews after May 1, 2026.
• Automatic transition at renewal. When your account renews, it will move to the standard retention period and screenshot limits included in your current plan. No action is required on your part.
• Data outside your new retention window will be removed. Any data older than your plan's retention limit will be deleted after the transition. If you need to export historical data before your renewal, contact your Customer Success Manager.
• Questions? Your Customer Success team is here to help. Reach out to your Customer Success team to review your new retention limits and ensure your account is set up for a smooth transition.

If you have questions or concerns, contact your Customer Success team or reach out to ActivTrak Support.

Original source

Release date: April 30, 2026

Critical information

Status

• This release includes the Integrations Page redesign (General Availability), bundled with three new feature capabilities launching at Early Access (EA) status.

Integrations Page Redesign: General Availability (GA): Fully released and available to all eligible accounts.

SCIM Self-Service: Early Access (EA): Available to all paid accounts. Production-ready with self-service API key provisioning.

Multi-Instance HRIS: General Availability (GA): Available to all paid accounts with the HRIS Integration add-on.

Availability

• Plans: All paid plans (Essentials, Essentials Plus, Professional, Enterprise).
• Rollout schedule: Immediate to all paid accounts. No phased rollout.
• Go-live date: April 30, 2026
• Legacy plan handling: Accounts on legacy plans with active HRIS add-ons retain full access.
• Beta/EA limitations: SCIM integrations (Okta, Azure AD, Generic SCIM) carry EA badges. No participant limits.

Requirements

Agent Version: N/A (web application feature)

Browser: Chrome, Edge, Firefox (latest versions)

Integrations: Existing HRIS integrations remain connected. No reconfiguration required.

Permissions: Admin role required to configure integrations

Commercial: HRIS Integration add-on required for Multi-Instance HRIS. SCIM Self-Service available to all paid accounts.

Technical Prerequisites: None. Existing configurations are preserved automatically.

Action Required: None. All existing integrations continue to function without changes.

What's new

Overview

The Integrations page is redesigned with a modern, organized layout that groups integrations by use case: Calendars for offline meetings, HRIS for time off and User group management. The new interface replaces the previous large-icon layout with compact tiles and a right-side drawer for configuration, making it faster and easier to discover, configure and manage integrations.

Alongside the visual redesign, three new capabilities are being introduced to expand integration functionality and reduce dependency on manual support processes.

• Integrations Page Redesign

The redesigned Integrations page delivers a cleaner, more intuitive experience for administrators managing their ActivTrak integrations.

• Organized by use case: Integrations are now grouped into clear categories (Calendars, HRIS, Users and Groups), so admins can quickly find what they need.

• Compact tile layout: Smaller, cleaner integration tiles replace the previous oversized icons, allowing more integrations to be visible at once.

• Configuration drawer: Clicking an integration opens a right-side drawer with descriptions, help article links and configuration options. No more navigating to separate pages.

• Consistent experience: All integrations now follow a common UX pattern: select a tile, add an instance, configure in the drawer.

• SCIM Self-Service API Key Provisioning

Accounts can now create and manage their own SCIM API keys directly from the Integrations page. Previously, SCIM access required contacting ActivTrak support to obtain an API key. With this release, admins can self-serve immediately.

• Supported SCIM integrations: Okta, Azure AD and Generic SCIM (all launching as EA).

• Self-service provisioning: Admins generate API keys from the Integrations page without submitting a support request.

• Immediate availability: No approval process or waiting period. Keys are generated instantly.

• Multi-Instance HRIS Support

Accounts with the HRIS Integration add-on can now connect two instances of the same HRIS provider. Previously, the two supported HRIS connections had to be from different providers (for example, one ADP and one Workday). This release removes that restriction.

• Same-provider connections: Connect two instances of ADP, two instances of Workday or any combination of supported HRIS systems.

• Instance management: Each instance is displayed and configured independently within the same drawer interface.

• HR Data Connector Renamed

The integration previously labeled "HR Data Connector" (HRDC) has been renamed to "Update users via CSV" to more accurately describe its functionality and distinguish it from full HRIS integrations.

Use cases

Streamlined Admin Onboarding

A new account administrator visits the Integrations page for the first time and immediately sees integrations organized by what they do. They connect their calendar integration, set up their HRIS for time off data and enable SCIM for automated user provisioning, all from a single, consistent interface.

Enterprise Multi-Division HRIS

An enterprise account with two separate HRIS instances such as ADP (one per business division) can now connect both under a single ActivTrak account, ensuring complete time-off visibility across the entire organization without workarounds.

Target audience

• Primary Personas: IT Administrators, System Administrators, HR Operations leads
• Fit Indicators: Accounts using HRIS integrations, accounts that have requested SCIM access, multi-division organizations, accounts with complex user management needs

How to access

• Navigation Path: Settings > Integrations
• Direct Access: app.activtrak.com/app/account/integrations

All features are available immediately upon release. No opt-in, activation request or phased enablement is required. SCIM integrations will display EA badges to indicate Early Access status.

Additional information

Known limitations

• SCIM integrations (Okta, Azure AD, Generic SCIM) are at Early Access status. Functionality may be refined in subsequent releases.
• The "Update users via CSV" feature (formerly HR Data Connector) remains in beta.

Migration notes

• What's changing: The Integrations page UI has been fully redesigned. The layout, navigation and visual presentation are different from the previous version.
• Action required: None. All existing integrations remain connected and functional. No reconfiguration is needed.
• Naming change: "HR Data Connector" is now labeled "Update users via CSV" in the interface.

Support contacts

• General support: https://www.activtrak.com/support/
• Feature-specific support: Contact your Customer Success team

Feedback

• Feedback channel: Submit feedback through the in-app feedback widget or contact your Customer Success team.

Original source

Effective date: May 1, 2026

ActivTrak no longer offers unlimited data retention or unlimited daily screenshots on any plan. Beginning with renewals occurring after May 1, 2026, all accounts will be moved to the standard data retention and screenshot limits included in their current plan.

Unlimited data retention and unlimited screenshots have not been available to new customers since 2023. This change ensures all accounts benefit from:

• Reduced risk and liability associated with long-term storage of sensitive data
• Improved platform performance and stability
• Alignment with industry best practices for data retention

All affected customers were notified by email between March 6 and March 10, 2026.

What to expect

• No changes before your renewal. Your data retention settings and screenshot limits will remain the same until your account renews after May 1, 2026.
• Automatic transition at renewal. When your account renews, it will move to the standard retention period and screenshot limits included in your current plan. No action is required on your part.
• Data outside your new retention window will be removed. Any data older than your plan's retention limit will be deleted after the transition. If you need to export historical data before your renewal, contact your Customer Success Manager.
• Questions? Your Customer Success team is here to help. Reach out to your Customer Success team to review your new retention limits and ensure your account is set up for a smooth transition.

If you have questions or concerns, contact your Customer Success team or reach out to ActivTrak Support.

Original source

Release Date: April 23, 2026

Status: General Availability

Availability: Essentials Plus, Professional/Premium

What's coming

More accurate productivity averages using your work schedule — no HRIS Integration required. Accounts without the HRIS Integration (Add-on) can now use a configured Work Schedule to determine Active Days. This means that productivity averages reflect your actual working days, not every day that recorded activity.

What's changing

For accounts without the HRIS Integration (Add-on) enabled, a new setting in Settings > Insights Configuration > Configuration to Compute Averages lets you choose how Active Days are calculated.

When Use Work Schedule is enabled, ActivTrak uses your configured work schedule to identify working days. Days outside your defined schedule are excluded from productivity averages.

ActivTrak Academy

Prefer to watch? Check out Creating Work Schedules course in ActivTrak Academy (available with paid plans and free trials).

New Active Day logic:

• A user is Active when they log any amount of productive time on a scheduled workday — this counts as an Active Day
• A user is Inactive on any day outside their defined work schedule — this does not count as an Active Day, regardless of recorded activity

Additional details:

• Digital activity is still recorded on non-scheduled days and included in the numerator when calculating averages
• Activity logged outside your scheduled workdays no longer inflates productivity metrics
• Trend and breakdown metrics now reflect consistent logic across the selected time period

What this means for you

Productivity averages are more reliable. Non-scheduled days no longer skew your results, giving you a clearer picture of actual performance during defined work hours.
Changes take effect going forward once the setting is enabled for your account.
Changes will take effect retroactively to all reports once the feature is enabled for your account.

Requirements

• Commercial: No add-on required
• Technical prerequisites: A work schedule must be configured in ActivTrak
• Implementation timeline: Immediate upon activation
• Agent version: No minimum version requirements
• Permissions: Admin access required to update Insights Configuration settings

Rollout details

• Rollout begins: April 23, 2026
• Activation: Manual — Admin must enable in Settings > Insights Configuration
• Availability: Essentials Plus, Professional/Premium

Affected dashboards

This update impacts dashboards utilizing Insights, including:

• Coaching Opportunities
• Productivity Achievement
• Schedule Adherence Trends
• Activity Alignment
• Productivity by Location
• Workload Balance
• Focus & Collaboration
• Benchmarks & Goals
• Personal Insights
• Workforce Utilization
• Technology Utilization
• Organization Insights
• Team Comparison
• Impact Analysis

Learn more

• Live Data and Insights
• Work Schedules

Support

For questions or assistance with this feature, contact your Customer Success team.
General support: https://www.activtrak.com/support/

Original source

Release Notes: User Management (GA)

Release date: Phased rollout beginning April 1, 2026

Critical information:

Status
• General Availability (GA): Available to all eligible accounts. The Users page replaces three legacy pages (User Agents, User Aliases, Do Not Track) with a single consolidated interface for managing the complete user lifecycle.

Availability
• Plans: All paid plans (Essentials, Advanced, Essentials Plus, Professional, Premium, Enterprise)
• Rollout schedule: Phased rollout over 4 weeks
• Go-Live date: April 1, 2026 (start of rollout)
• Legacy plans: All paid accounts receive the new Users page. Legacy User Agents, User Aliases and Do Not Track pages become read-only.

Requirements
• Agent Version: N/A - This is a platform interface update. No Agent update required.
• Browser: Modern browsers (Chrome, Edge, Firefox - latest versions recommended)
• Integrations: N/A - Existing Azure AD/Entra ID, SCIM and HRDC integrations continue to work without changes.
• Permissions: Admin role required
• Commercial: Included with all paid plans at no additional cost
• Implementation: No setup required. The Users page automatically replaces legacy pages upon rollout.

What's new:
Feature description
User Management replaces three fragmented legacy pages with a single, unified Users page designed around the tasks admins actually perform. Instead of navigating between User Agents, User Aliases, and Do Not Track to complete routine operations, admins now manage the entire user lifecycle from a single location, with clear, action-oriented workflows that reduce time spent on user administration and minimize the risk of configuration errors.

Key capabilities
• Job-based action buttons: Perform common tasks with purpose-driven actions, including Delete User and Data, Delete User, Untrack Users and Retain Data, Track Users and Reset User Data. Clear copy adapts to user state (active, inactive, or unlicensed) to prevent confusion.
• Consolidated Do Not Track management: Manage all tracking exclusions in a single location with unified visibility into both user-associated and global do not track rules. Fully delete users while maintaining their identifiers on the exclusion list for compliance.
• Enhanced view organization: Navigate user management through dedicated tabs for User Records, Do Not Track and User Settings, with each view optimized for specific workflows.
• Advanced filtering: Apply multiple filter combinations across views, including Active Status, Tracking Status, Group Status, Display Name and Login Type to quickly locate and act on specific user segments.
• Bulk operations: Execute user management actions on multiple users simultaneously with clear confirmation modals and validation to prevent unintended changes.

Use cases
• Streamlined onboarding and offboarding: When employees join or leave the organization, admins can create user records proactively, manage identifiers, merge activity data across devices, delete records and add identifiers to the Do Not Track list from a single page. This replaces workflows that were previously unsupported or required navigating between three separate pages.
• License optimization at scale: Admins managing hundreds of users can quickly identify inactive or unlicensed users through dedicated views, filter to specific segments and take bulk action to reclaim licenses or clean up stale records, turning what was previously a multi-hour manual process into minutes.

Target audience
• Primary personas: Account Administrators, IT Administrators
• Fit indicators: Organizations managing multiple users with frequent onboarding/offboarding activity, teams requiring clear tracking exclusion policies for compliance, and admins seeking simplified bulk user operations. Particularly valuable for mid-enterprise accounts (30K+ ARR) managing hundreds of users.

How to access:
Once your account is enabled during the phased rollout, the Users page will automatically appear in your navigation. No action is required to activate it.
• Navigation path: Settings > Users & Groups > Users
• Legacy pages (User Agents, User Aliases, Do Not Track) will remain available in read-only mode during the transition period so admins can verify that data has been carried over correctly.

Additional information:
What's changing
The Users page becomes the primary interface for all user management tasks. User Agents, User Aliases, and the legacy Do Not Track page transition to read-only mode. Global Tracking Exclusions (previously in Account Configuration) are consolidated into the Do Not Track tab on the Users page. The Email Auto-detection setting moves from Account Configuration to the User Settings tab.

Action required
No immediate action required. All existing user data, tracking configurations, and Do Not Track rules are preserved automatically. Admins should familiarize themselves with the new interface layout and action buttons.

Data preservation
All historical user data, agent associations, group memberships, tracking statuses, and Do Not Track configurations are fully preserved during the transition.

Known limitations
• Legacy pages become read-only upon enablement. All user management actions must be performed on the new Users page.
• Once an account is enabled for the new Users page, rollback to the legacy experience is not available.

Support and success:
Support resources
• Documentation: Create and Manage Users via the Users Page (EA)
• Product update: https://support.activtrak.com/hc/en-us/articles/44685242637211
• ActivTrak Academy: Mastering User Management learning path (available with paid plans and free trials)

Support contacts
• General support: https://www.activtrak.com/support/
• Customer Success: Reach out to your Customer Success team

Feedback and performance
• Feedback channel: Submit feedback through the ActivTrak Support Center or contact your Customer Success Manager

Original source

Release date

March 31, 2026

Critical information

Status

• Early Access (EA): Available to select customers upon request. Production-ready but may have limited features.

Availability

• Plans: Available to selected paid accounts
• Rollout schedule: Early Access release (opt-in only)
• Go-live date: March 31, 2026
• Beta/EA limitations: Historical auto-detected offsets are not backfilled prior to activation. Manual overrides do not support effective-date tracking in this phase. Some legacy pages continue to use Account Time Zone for consistency.

Requirements

• Integrations: None specified
• Permissions: Account Admin role required
• Technical prerequisites: When User Time Zone is enabled, auto-detection begins after a 24-hour warm-up period.

What's new

Feature description

User time zone reporting allows you to view productivity and activity data based on each monitored user's local time zone. This improves reporting accuracy for distributed teams by eliminating split-day distortions and reducing the need for manual time conversions.

With this release, you can choose how time is calculated and displayed across Live Reports, Insights, ActivConnect, and the Activity Log - either using a single Account Time Zone or each user's local time zone.

Key capabilities

• Account-level time zone configuration: A new setting under Settings > Time Zone allows administrators to choose how activity data is calculated and displayed: Account Time Zone (default), where all metrics are calculated using the account's configured time zone, or User Time Zone, where metrics are calculated using each monitored user's local time zone.
• Auto-detect offset (user time zone mode): When User Time Zone mode is enabled, the system automatically detects each user's UTC offset based on observed activity. Offsets are derived using activity continuity logic. Daylight saving time changes are supported through observed offset changes. If no offset is available, the system falls back to the Account Time Zone.
• Manual user time zone assignment: On the Users page, Admins can view each user's effective time zone, keep the default Auto-Detect Offset, assign a specific named time zone (e.g., America/Chicago), and apply bulk time zone updates. Manual assignments take precedence over auto-detection.
• Updated dashboards using Live Data: Productivity by User, Productivity Trends, Daily Work Metrics, and Schedule Adherence now respect the selected time zone mode. In User Time Zone mode, each user's metrics are calculated using their local midnight-to-midnight boundaries.
• Updated dashboards using Insights: Insights dashboards reflect your selected time zone mode during the next scheduled refresh (within 24 hours). Visible time zone indicators have been added to Workload Balance (Users tab) and Personal Insights - Your Working Habits.
• Activity Log dual timestamp view: The Activity Log now displays two timestamp columns for the same event: Activity Date/Time (Account Time Zone) and Activity Date/Time (User Time Zone).

Use cases

Organizations with distributed teams can now view reports that reflect when work actually occurs in each user's local time zone, improving schedule visibility and trust in productivity data. Admins can standardize reporting for specific users or validate schedule adherence when business needs require a fixed time zone.

Target audience

• Primary Personas: Account Admins, Managers with access to Live Reports

How to access

For EA/Beta features

Request access: [email protected]

Access location once activated:

• Account-level time zone configuration: Navigate to Settings > Time Zone and select your preferred configuration mode.
• Manual user time zone assignment: Go to the Users page and locate the Time Zone column, and select a time zone from the dropdown.

Enhancements

• Standardized IANA time zone list used for both account and user selection.
• Improved labeling across reports to clearly indicate time zone context.
• Export updates to include the user's time zone where applicable.
• Audit log events now capture time zone configuration changes and user-level overrides.

Additional information

Known limitations

• Historical auto-detected offsets are not backfilled prior to activation.
• Manual overrides do not support effective-date tracking in this phase.
• Some legacy pages continue to use Account Time Zone for consistency.
• Auto-detected offsets apply only to activity generated after User Time Zone is enabled.

Switching modes

• Switching from Account Time Zone to User Time Zone applies new logic only to activity generated after activation (post-warm-up).
• Switching from User Time Zone to Account Time Zone resolves all timestamps to the account time zone.
• Auto-detected offsets may continue to be collected for up to 30 days after switching back, allowing detection to resume quickly if User Time Zone is re-enabled.
• No stored activity data is rewritten when switching modes.

Coaching Opportunities

When the account time zone configuration changes:

• Existing streaks are deleted.
• Coaching opportunities are not recalculated retroactively.

Support

Documentation

• Product Update: Reporting by User Time Zone
• Time Zone Settings

Support contacts

• General support: https://www.activtrak.com/support/
• Customer success: Reach out to your Customer Success team

Original source

Release date: March 18, 2026

Critical information

Status

• Early Access (EA): Available to select accounts upon request.

Availability

• Plans: All Plans
• Rollout schedule: Available March 18, 2026, for accounts currently enrolled in the NGUM Early Access program. GA rollout begins April 1, 2026, as part of the broader User Management release.
• Go-live date: March 18, 2026 (EA); April 1 - May 1, 2026 (GA phased rollout)
• EA limitations: Available only to accounts currently enrolled in the NGUM Early Access program.

Requirements

• Agent Version: N/A (platform-side feature; no minimum Agent version required)
• Browser: Chrome, Edge or Firefox (latest versions)
• Integrations: N/A
• Permissions: All roles with access to the Users page
• Commercial: N/A
• Technical prerequisites: The account must be migrated to the Next Generation User Management experience
• Implementation timeline: Immediate upon enablement

What's new

Feature description

Merge User Records allows you to consolidate multiple user records that represent the same person into a single unified record, combining all identifiers, group memberships and Agent assignments in one operation. This replaces a previously manual, multi-step process that required reassigning Agents, re-entering identifiers and deleting leftover records individually.

Key capabilities

• Bulk merge (2-10 users): Select multiple user records from the User Records tab and merge them into a single designated primary user through a guided wizard
• Optional Agent merging: Choose to consolidate all Agents into the most recently active Agent during the same operation, freeing additional licenses without a separate workflow
• Automatic data consolidation: All multi-value attributes (emails, UPNs, employee IDs, device logins, group memberships) are combined from all selected users into the merged record
• Primary user designation: Control which user's Display Name, Primary Group and Tracking Status are retained by selecting a primary user before confirming the merge
• Clean record removal: Secondary user records are permanently deleted after merging with no empty "shell" users left behind, and their identifiers are not added to the Do Not Track list

Use cases

Duplicate user records are common in accounts with complex IT environments. The same employee may appear as multiple users due to different login credentials across devices, mismatched integration records from HRIS or SSO systems, or leftover "zero Agent" shells from previous manual cleanup workflows. Merge User Records resolves all of these scenarios in a single bulk operation, reducing what was previously a three-step manual process into one guided action.

Target audience

• Primary personas: IT Administrators, ActivTrak Account Admins responsible for user management and license optimization
• Fit indicators: Accounts with duplicate user records, complex IT environments with multiple authentication methods, organizations actively managing license consumption, accounts that have undergone SSO or HRIS integration changes

How to access

For EA accounts

• Access Location: Settings > Users > User Records tab
• How to Use: Select 2-10 users using the checkboxes on the User Records tab, then click the Merge users button in the bulk action bar

For all other accounts

• GA Access: Merge User Records will be available to all accounts as part of the NGUM GA rollout beginning March 18, 2026. No action is required; accounts will be migrated automatically during the phased rollout through April 8, 2026.

Additional information

Known limitations

• Merging user records is permanent and cannot be undone. Secondary user records are deleted after the merge.
• A maximum of 10 users can be merged in a single operation.
• If identifier conflicts exist with other users in the system, the merge will be blocked until the conflict is resolved.
• When Agent merging is selected, all activity data is permanently consolidated into the most recently active Agent.

Coming soon

• Merge User Records will be included in the full NGUM GA rollout (March 18 - April 8, 2026) for all accounts
• Legacy User Agents and Computer Agents pages will transition to read-only and eventually be removed

Migration notes

• What's changing: Merge User Records replaces the previous multi-step manual workflow of reassigning Agents, re-entering identifiers and deleting duplicate records individually. The existing Merge Agents feature within a single user record remains available as a separate action.
• Action required: No. Accounts enrolled in the NGUM EA program will automatically see the new Merge users bulk action.

Support contacts

• General Support: https://www.activtrak.com/support/
• Feature-Specific Support: Contact your Customer Success team for questions about user merge operations or license optimization

Original source