Mercuri Docs
  • Welcome to Mercuri
  • 📩Communication Channels
    • WhatsApp Integration
      • Prerequisites
      • Onboarding on WhatsApp Business
      • Creating Your First WhatsApp Template
      • FAQ
    • SMS Integration
      • SMS Policies
      • Getting started with TFN
      • TFN verification process
      • Issues with TFN verification
      • SMS Length
  • 🧤Features
    • Conversations Inbox
      • Interactive Message Options for WhatsApp Conversations
    • Contacts
    • Marketing
    • Automations
      • Automated workflow for e-commerce businesses
        • Order Cancelled Template
        • Order Created Template
        • Cart Abandoned Template
        • FulFilment Created Template
      • Automated Workflow For Booking Related Events
        • Booking ConfirmedTemplate
        • Booking Rescheduled Template
        • Booking CanceledTemplate
      • Automated Workflow For Restaurant Table Reservations
        • Table Reservation Created Template
        • Table Reservation Canceled Template
      • Automated Workflow For Restaurant Order Events
        • Restaurant Order Accepted Template
        • Restaurant Order Fulfilled Template
        • Restaurant Order Cancelled Template
        • Pickup / Delivery Order Created Template
      • Automated Workflow For Consumer Signup
      • Automated Workflow For Forms
    • Templates
      • Creating Your First WhatsApp Template
      • Understand WhatsApp Template components
    • Users Management
    • WhatsApp Widget
  • 🛍️Integrations Guide
    • Pipedrive
      • Install the Mercuri in Pipedrive
      • Using Mercuri in Pipedrive
        • SMS & WhatsApp Inbox
        • Configuring SMS
        • Adding Agents to the Shared Inbox
        • SMS and WhatsApp Marketing
    • Microsoft Teams
      • Install the Mercuri App in Microsoft Teams
      • Configure Mercuri for Microsoft Teams
      • WhatsApp Onboarding
      • How to use Mercuri?
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  1. Features

Users Management

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

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Last updated 1 month ago

Adding A New User.

  1. Adding a new User.

    1. Log in to .

    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).

    4. Define Granular Permissions by selecting which sections of Mercuri the user can access:

      • Dashboard: View or manage dashboard access.

      • Inbox: Send and receive messages, view conversations.

      • Contacts: View, manage, upload, or download contacts.

      • Marketing: Create, manage, and send campaigns.

      • Billing: Access and manage invoices, subscriptions.

      • Integrations: Configure and manage third-party integrations.

      • Automation & Reports: Control access to workflows and analytics.

  3. 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.

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