Channel Permissions: How to Assign and Use

Channel permissions allow team members to view or manage connected communication channels, such as SMS and WhatsApp within Mercuri CX. These permissions help control who can access, monitor, and modify channel configurations or onboard new numbers.

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Steps to Assign Channel Permissions:

1. Navigate to Settings from the left sidebar.

2. Click on Teams.

3. Select an existing user or click on Add User to create a new one.

4. Enter the required details such as Name, Email, and Role.

5. Click on the Configure Permissions button.

6. In the permissions window, go to the Common Permissions tab.

1. Locate the Channels section.

2. Enable or disable specific permissions based on the level of access required.

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Permission Types

1. View Channels

Allows team members to view existing SMS and WhatsApp channel configurations, including onboarded numbers, opt-in/out settings, and auto-responses.

Example: A team member who needs to check which numbers are active and review auto-response or opt-in/out messages without making any edits can be assigned the View Channels permission.

2. Manage Channels

Grants access to onboard new SMS or WhatsApp numbers, edit or remove existing numbers, and modify related configurations such as opt-in/out messages, auto-responses, and authentication details.

Example: A user responsible for maintaining communication setups can onboard new WhatsApp or SMS numbers, update opt-in/out messages, and configure auto-responses. Assigning Manage Channels gives them full control over these actions.