Users & Roles

With Conductor Monitoring you never pay per seat, so you’re not limited by the number of team members you can add to your account.

User roles

There are four different user roles with different levels of access in Conductor Monitoring:

• Viewer
• Editor
• Manager
• Admin

Viewers

Viewers have read-only access and can’t manage the customization features such as adding or editing segments, control issue ignoring or change shared column sets. On top of that, they can’t make any changes to the website or account settings, or invite other users.

By default, Viewers have access to all websites in the account, but their access can also be limited to selected websites only. This option can be useful when you are a digital marketing agency and you want to give your clients access to their websites in Conductor Monitoring.

Editors

Editors can't make any changes that would impact the subscription or billing, and they cannot manage or invite users. However, they can make changes to the website and feature settings, such as customize the segments, control issue ignoring, and connect integrations to the website.

By default, Editors have access to all websites in the account, but their access can also be limited to selected websites only (same as with Viewers).

Managers

Users with this role have full account access, allowing them to change both website and account settings and invite other people.

Managers can also manage team member settings such as changing their role, which websites they have access to, and for which websites they should receive emails and alerts.

Admins

Admin is the highest-level role in Conductor Monitoring and this role is only available on the Enterprise plan.

On top of all Manager rights, Admins can also manage the Organization Access Control settings such as setting allowed domains, enforcing 2FA in all user accounts, and manage the rights of the Managers in the account.

If you are interested in this role, don’t hesitate to contact us for more information.

Adding, removing and changing users

To invite new users, remove existing users or change user roles you need to have at least Manager rights.

Inviting a new user

Follow these steps to invite a new user to your account:

1. Go to Account.
2. Go to Team Members.
3. Click the green Invite new team member button.
4. Enter the email address of the user.
5. Select the role you want to give the user. If you are inviting a Viewer or an Editor, you can also select the website or websites to which the user should have access.
6. Set up alerts and reports that the user should receive.
7. Click Send invitation.
   

The user will receive an email inviting them to your Conductor Monitoring account.

Inviting new users in bulk

Follow these steps to invite new users to your account:

1. Go to Account.
2. Go to Team Members.
3. Click the "Down Arrow" next to the Invite new team member button.
4. Choose the Invite multiple team members option.
5. Enter the email addresses of new users separated by a row.
6. Click the Add team members button.
7. Choose their roles. Note that you can apply the same role to all new users by clicking Apply to all.
8. When you click the Continue button, invitations will be sent to the users.
   

Cancelling an invitation

Follow these steps to cancel an invitation to a new user to your account:

1. Go to Account.
2. Go to Team Members.
3. Do one of the following:
   • Click the Cancel invitation button if you are in the Grid view.
     
   • Click the red trash bin if you are in the List view:
     

Removing a user

To remove a user from your account follow the next steps:

1. Go to Account.
2. Go to Team Members.
3. Click the user you want to remove.
4. Scroll down and click Remove from team.
5. Confirm the removal.
   

Please note that for the user to regain access they need to be invited to the account again.

Changing a user's role

To change the role of a user in your account follow these steps:

1. Go to Account.
2. Go to Team Members.
3. Click on the user you want to change the role for.
4. Click Change role at the top of the screen.
5. Select the new role and click Save.