Settings Permissions: How to Assign and Use

Settings permissions allow team members to view or manage the configuration options under Billing and Users within Mercuri CX. By assigning these permissions, you can control who can access sensitive account settings, manage billing details, or modify user-related information.

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Steps to Assign Settings Permission:

1. Navigate to Settings from the left sidebar.

2. Click on Teams.

3. Select Add User or choose an existing user to configure permissions.

4. Click on Configure Permissions.

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

6. Locate the Settings section.

7. Enable or disable specific permissions under Billing and Users based on the level of access you want to provide.

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Permission Types

Settings permissions are divided into two main categories: Billing and Users, each with “View” and “Manage” access types.

1. Billing Permissions

a. View Billing Logs

Allows team members to view and track billing-related logs, such as transaction history or plan usage.

• Example: The finance team needs visibility into billing details for monthly reconciliation, but should not modify payment methods. Assigning View Billing Logs ensures transparency without modification rights.

b. Manage Billing

Grants team members full control over billing operations, including updating payment methods, changing plans, or managing invoices.

• Example: The account administrator is responsible for updating subscription plans and payment details. Granting Manage Billing lets them perform these actions securely.

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2. User Permissions

a. View Users

Allows team members to see the list of users, their assigned roles, and permissions without the ability to modify them.

• Example: A team supervisor wants to review user access levels across the platform, but should not edit them. Assigning View Users ensures read-only access.

b. Manage Users

Grants team members the ability to add, remove, or edit user details and configure their permissions.

• Example: An admin needs to onboard new team members and update existing user roles. Granting Manage Users gives them full control over user management.