Integration Permissions: How to Assign and Use
Integration permissions enable team members to connect, view, and manage various platforms, including Shopify, Wix, HubSpot, Pipedrive, Microsoft Teams, and WooCommerce, within Mercuri CX. By assigning the right permission level, you can control who can only view connected integrations and who can manage or modify them.
Steps to Assign Integration Permission:
Navigate to Settings from the left sidebar.
Click on Teams.
Select Add User or choose an existing user to configure permissions.
Click on Configure Permissions.
In the permissions window, go to the Common Permissions tab.
Locate the Integrations section.
Enable or disable View Integrations or Manage Integrations based on the user’s level of access.
Permission Types
Integration permissions are divided into two types to define what level of control a user has over connected platforms.
1. View Integrations
Allows team members to see the list of available and connected integrations (e.g., Shopify, Wix, HubSpot) and access documentation, but they cannot connect, disconnect, or edit integration settings.
Example: A marketing analyst needs to check which integrations, like Shopify, Wix, or HubSpot, are currently connected to understand active data sources for campaigns. Assigning View Integrations provides visibility into connected tools without giving access to modify or disconnect them.
2. Manage Integrations
Grants team members full access to connect, configure, and manage integrations. They can connect new platforms or disconnect existing ones.
Example: A team member responsible for connecting and maintaining third-party tools needs access to manage integrations with platforms like Shopify, HubSpot, or Wix. Granting Manage Integrations allows them to connect new accounts and manage integration settings when required.
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