Users Management

Mercuri allows businesses to collaborate efficiently by adding multiple users to manage SMS and WhatsApp conversations, marketing campaigns, and customer engagement.

For Microsoft Teams: To add team members, ensure they’ve installed the Mercuri CX app on their Microsoft Teams account. Once installed, they will automatically be added to your Mercuri CX workspace.

You can then assign roles and grant access to specific sections of the dashboard based on their responsibilities.

Follow the steps below to manage roles and permissions.

How to Add a New User.

1. Add a new User

1. Log in to Mercuri.

2. Navigate to Settings > Team.

3. Click Add User.

2. Enter User Details

1. Provide the User's First Name, Last Name, and Email Address.

2. Assign the user to a specific Instance (if applicable).

3. Select the Role for the user (e.g., Admin, Developer, Manager).

3. Set Permissions

You can now assign predefined permission presets to simplify access control.

Available presets include:

• Full Access: Grants complete control over all modules and settings.

• Customer Support: Provides access to customer conversations, inbox, and chat management tools.

• Marketing: Enables campaign creation, analytics, and template management access.

• Custom: Allows you to manually configure permissions for specific sections of Mercuri.

Select the preset that best matches the user’s role and responsibilities.

4. Send Invitation

1. Click Send Invitation to notify the user via email.

2. The user must accept the invitation and set up their Mercuri account.