> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features/users-management.md).

# 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.&#x20;

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.
