CleverControl User Guide

How to create an account

To get started with CleverControl, follow these simple steps:

  1. Sign up for an account by visiting https://dashboard.clevercontrol.com/register or clicking the "Free Trial" button at the top right corner of the website.
  2. Provide your name, phone number, company name, and a valid email address.
  3. Create a password for your account.
  4. Click the "Sign Up" button to complete the registration process
image

How to add computers to the account

Adding computers to your CleverControl account is easy and takes only a few minutes. Here's how:

  • Select Your Operating System Version:

    • When you log in to your online account, you'll find instructions on how to add a computer.

      Important note: You should install CleverControl only on the computers you are going to monitor. Installing the program on the admin computer is unnecessary.

    • Choose the appropriate version for your operating system and download it.
    • Later, you can use the "Add New Computer" button at the top to download the installer file and add more computers to the account.

      image
  • Installing CleverControl on Windows:

  • After the installation, the program will automatically connect to your account. The monitored computer will appear in your account within 5-10 minutes.

How to view the activity reports

All collected activity data is available in your online account. The data is filtered into several categories such as Screenshots, Visited Websites, etc. for your convenience. You can find most of these categories in the Events Log section.

image

To view a user's detailed activity chronologically, navigate to the Events Log tab and select All Events within this tab.

For an overview of activity across users, go to the Summary tab. By default, it displays summary information for all connected computers.

To focus on specific employees or computers, use the All Computers filter at the top of the page.

Adjust the summary period as needed with the time filter.

image

How to export data from the dashboard

Exporting data from the CleverControl dashboard is a straightforward process. Here's how you can do it:

  • Navigate to the Reports tab on the dashboard.
  • Click the Request New Report button to initiate the export process.
  • Customize your report. In the options, select:

    • The specific period you want the report to cover.
    • The user or users whose data you want to include.
    • The type of events to be incorporated into the report, such as all events, screenshots, visited web pages, etc.
    image
  • Choose report format:

    You have two options for report formats:

    • CSV Report: Contains text-based information like keystroke logs, website history, and search queries.
    • Smart Report: Includes text and media logs, such as screenshots, webcam snapshots, and sound recordings. Note that Smart reports are downloaded in .zip format and require extraction using freely available software like 7-Zip.
  • Download and review:

    • After selecting the desired format, click the button with the chosen type of report.
    • The report will be ready in a few minutes. When it is ready, you can download it on the same page.
    • Please be aware that neither CSV nor Smart reports contain summary activity or user statistics charts.

How to change the monitoring settings

You can customize CleverControl settings to optimize employee tracking. Tailor the configuration to your specific needs for enhanced monitoring efficiency. Here is how to do it:

  • Access Monitoring Settings:

    • Click on your email address in the top right corner of the dashboard.
    • In the drop-down menu, select Computers.
  • Manage Computers:

    You'll see a list of computers connected to your account. Here, you can:

    • Edit each computer's name.
    • Start or stop monitoring for the entire computer or individual users
    • Enable or disable additional tracking features, such as Screen, Webcam, and Call Recording
  • Fine-Tune Settings:

    To further customize monitoring settings, click Setup Computer below the computer's name.

    image image

Settings are categorized into six sections for convenience:

  • Device Info: Provides information about your operating system and CleverControl agent version. You can also clear specific log types from the monitored computer or uninstall the program remotely.

    image
  • Monitoring Control: Manage keystroke logging, clipboard events, and URL tracking.

    image
  • Social Networks: Configure additional screenshots for chats and set screenshot triggers (time intervals, Enter key, Ctrl+Enter, and mouse clicks).

    image
  • Site Blocker: Block access to unwanted websites by adding their URLs to the Black List.

    Block categories of websites using Black List of Categories.

    You can also specify keywords in the Black List of Words to block sites containing them in their URLs.

    The Whitelist option allows you to leave access to a site, even if it belongs to a blocked group.

    For example, you can block all social networks while leaving access to facebook.com.

    To block all websites except allowed ones, check the Whitelist of URLs only option and enter allowed websites in the field below. image

    Important note: You should enter website URLs without www. or https:// in the Site Blocker settings. If there are several sites, you should type in each one on a new line. option and enter allowed websites in the field below.

    Incorrect: image

    Correct: image

  • Media: Configure options for screenshots, webcam snapshots, and audio/video recording:

    Customize screenshot triggers (window change, URL change, clipboard change, and quality).

    1. Select a web camera for a live webcam stream.
    2. Set webcam snapshot capture options.
    3. Configure webcam video recording.
    4. Record sound from the monitored computer's microphone.
    5. image

    Note on Media Settings:

    • Options for webcam snapshots, webcam video, and sound recording are the same. Be cautious not to enable all media-related features simultaneously; instead, select the most necessary ones in each category to avoid duplication.

How to arrange computers in groups

Organizing multiple connected computers into groups for ease of management is a practical feature in CleverControl. Here's how you can do it:

  • Access Group Management:

    • Click on your email address located in the top right corner of the screen.
    • From the drop-down menu, select Groups.
  • Create a New Group:

    • To create a new group, click the Add new group button. image
    • Enter a name for the group.
    • Check the computers you want to include in this group.
    • If you have previously created groups, you can use the "Computers without groups" toggle button. It allows you to identify computers that have not yet been assigned to any group.

How to delete the program

To uninstall CleverControl, follow these steps based on the monitored computer’s operating system:

Windows OS macOS