# Users Management

{% hint style="info" %}
**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](#adding-a-new-user) to manage roles and permissions.
{% endhint %}

## How to Add a New User.

#### **1. Add a new User**

1. **Log in** to [Mercuri](https://mercuri.cx).
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:**

<figure><img src="/files/LNdDgsEywupBZ6nV5899" alt="" width="563"><figcaption></figcaption></figure>

* **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.

<figure><img src="/files/fboY1va8AyiWS4cYlktq" alt="" width="563"><figcaption></figcaption></figure>

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.


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