You can edit your settings to fine-tune your Conductor experience. Or—if you have the correct permissions in Conductor—you can administrate the users that can access your account and the content in your account.

Review Your Users at a Glance

You can use the User Management ↗️ activity (Settings > User Management) to view a list of users with access to your account. Each row will indicates the following information about the user:

• Name
• Email
• Whether the user has secured their sign in experience with two-factor authentication (2FA) or single sign-on (SSO)
• Last login date
• User type
• Permissions—if any—in Conductor Website Monitoring
• Accounts you both have access to
• User view

Add Users to Conductor

There is no limit to the number of users you can add to your account. Note that there are three user types, with three different permission levels. You can learn more about these user types in the What are the Differences Between User Types in Conductor article.

1. Go to user management ↗️ in Conductor or follow the path follow the path Settings > User Management.
2. Click Add Users.
   
   The Add Users form appears:
   
3. Enter the following information:
   • Emails:
     • Enter one or more email addresses for the user or users you want to add to Conductor. Multiple entries may be entered separated by commas or line breaks.
     • Note that you should select email addresses associated with the organization for which the user works. Conductor blocks email addresses from @gmail.com, @yahoo.com, and @hotmail.com to promote using addresses provided by your organization. Generally, the broad availability of personal email hosts makes them inherently less secure and controllable than email hosting that's managed by the business itself.
     • Note also that, If your organization uses a Single Sign On (SSO) integration with Conductor, you will also see an SSO toggle in the Add Users form after entering your e-mail address. You can use this toggle to disable a user's access to your SSO integration:
       
   • Accounts. Choose one or more accounts to which the user should have access.
   • User Type. Select whether the user has Admin, Standard, or Read Only permissions. Review the differences between user types here. If your account and the relevant user have access  to Conductor Website Monitoring (powered by ContentKing), you can also determine their permissions here.
   • View. Select the role-based user view you want the user to have.
4. Click Save. The user will receive an automated email from Conductor prompting them to set up their credentials. If using SSO, the user will receive an email prompting the user to sign in to Conductor.

Edit and Administrate User Settings

To manage your own user profile, go to Manage My Profile under the User menu in the header:

If you are editing another user's settings, go to the User Management activity (Settings > User Management) and select View Profile for the user you want to administrate.

Edit Basic User Settings

1. Click Edit. The Edit User form appears.
2. Update the following information, as needed:
   • First Name
   • Last Name
   • SSO. This toggle appears only if your organization uses Single Sign On with Conductor. 
     • In the on position (toggle is on the right), the user's access management is performed through their organization's integrated SSO platform.
     • In the off position (toggle is on the left), the user's access management is performed in the Conductor platform.
   • Accounts
   • User Type. If your account and the relevant user have access to Conductor Website Monitoring (powered by ContentKing), you can also determine their permissions here.
   • View. With this field, you can assign Role-Based Views. Refer to the Edit Role-Based Views for Tailored Conductor Experience section for instructions.

Deactivating and Activate Users in Conductor

You might have new team members join your organization and others leave. You can administrate these users in Conductor over time.

• To deactivate a user, click the Deactivate button at the top of the User Settings activity.
  
• To reactivate a user, click the Activate button at the top of the User Settings activity.
  

Enable Two-Factor Authentication (2FA)

2FA adds an extra layer of security to the authentication process, making it harder for hackers to gain access to user accounts. By requiring users to provide a second form of authentication, such as a one-time code or biometric data, the likelihood of unauthorized access to the account is greatly reduced.

In your own user profile, click Setup and following the instructions to set up your preferred multi-factor authenticator app, like Authy or Google Authenticator. You will:

1. Enter your current Conductor password.
2. Scan the QR code with your authenticator app of choice, or using the unique code provided.
3. Enter the authenticator's code. 

Note that users that use single sign-on (SSO) cannot also use 2FA.

Reset a User's Password

You can reset a user's password if they forget their credentials. Note that if your organization uses Single Sign On with Conductor, you cannot reset a user's password. If SSO is turned off for your organization, all users will receive an email prompting them to create a password in Conductor.

At the top of the User Settings activity, click Reset Password. The user will receive an email prompting them to create a new password.

Resend a User's Initial Setup Email

If a user needs to setup a Conductor account, but the link in his initial setup e-mail has expired, you can resend the email.

At the top of the relevant user, click Resend Invitation to Log In.

Change Your Password

If you are editing your own settings, you can change your password here:

1. At the top, click Change Password.
2. Enter your old password, your new password, and confirm your new password. Not that your password must include a special character, a number, an uppercase and lowercase letter, and be at least 8 characters long. 
   
3. Click Save.

Edit Your Default Web Properties

To help users see the information that is most relevant to them, you can choose the web properties and search engines for which Conductor shows data when you first navigate away from Insight Stream.

By default, data appears for the first web property you configured in Conductor.

In the Preferences section, choose which web property and search engine context the user sees by default.

Determine a User's Access in Conductor Website Monitoring

By default, when users have access to Conductor Website Monitoring (powered by ContentKing), their Conductor permissions map to ContentKing permissions as follows:

• Conductor Intelligence Admin = Conductor Website Monitoring Manager
• Conductor Intelligence Standard = Conductor Website Monitoring Editor
• Conductor Intelligence Read Only = Conductor Website Monitoring Viewer

To customize the permissions in Conductor Website Monitoring for a specific user, you can click the Choose different settings for ContentKing link in the Add User or Edit User form. 

Then, select the permissions you want to assign to the user:

Curious about Conductor Website Monitoring permissions? Refer to this article to learn more.

Manage Your Subscriptions to Conductor Emails

You can choose the content for which you receive weekly digest emails from Conductor. By default, you receive a single e-mail that summarizes stories from the Insight Stream across your Conductor account. If you have multiple accounts in Conductor, you'll see data for your most-visited account.

You can manage these default settings by unsubscribing from Conductor e-mails or by subscribing to other e-mail digests for other accounts.

To do this, in the Preferences section, select or clear the E-mail Notifications check box for each account from which you want to receive a weekly digest e-mail

Update Your Team's Live Editor Settings

If your organization has access to Live Editor, and you have administrative permissions for Live Editor, you can determine the levels of access other users have to the feature. Refer to the Configure Conductor's Live Editor article for directions.

Edit Role-Based User Views for Tailored Conductor Experience

To provide a curated experience for each user in Conductor, you can select role-based views tailored for different roles at your organization. Each view has access to a different set of reports and features that best support particular digital marketing roles.

Administrative users may set view for themselves and for others in their organizations. Read-Only users must have an administrative user configure their Role-Based View.

1. Go to user management in Conductor or follow the path follow the path Settings > User Management.
2. Search to find the user for whom you want to set a Role-Based View and click the Manage button.
3. In the users profile, click Edit.
4. From the View menu on the Edit User form, select the User View you want to assign.
5. Click Save. The User View you set for the user will appear in the Settings menu:

The features and reports available for each role are as follows:

Role	Reports and Features
Content Marketing	Home Explorer Content Guidance Writing Assistant Pages Conductor Website Monitoring Live Editor Workspaces Actions Marketplace
Search Marketing	Home Explorer Content Guidance Writing Assistant Business Case Builder Keywords and Keyword Details Keyword Groups Locations Market Share Rank Comparisons Result Types Search Console Analytics Pages and Page Details Conductor Website Monitoring Live Editor Workspaces Actions Marketplace
Executive Essentials	Home Explorer Content Guidance Writing Assistant Conductor Website Monitoring Live Editor Workspaces Actions Marketplace
Paid Search	Home Explorer Content Guidance Writing Assistant Paid & Organic Optimizer Market Share Conductor Website Monitoring Live Editor Workspaces Actions Marketplace
Research	Home Explorer Content Guidance Conductor Website Monitoring Live Editor Workspaces Actions Marketplace
Complete	All features and reports