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.

Adding A New User.

1. Adding 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).

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

   Tailor user access in Mercuri CX by assigning specific permissions across different modules. Each module offers deeper levels of control for enhanced security and operational clarity.

   • Dashboard: View or manage dashboard access.

   • Conversation: 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.