> 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/instance-permission/contacts-permissions-how-to-assign-and-use.md).

# Contacts Permissions: How to Assign and Use

Contact permissions allow team members to access, manage, and organize contact-related data in Mercuri CX. By assigning these permissions, users can efficiently handle customer information, maintain updated contact records, and segment contacts for marketing or operational purposes.

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### Steps to Assign Contacts Permission:

1. Navigate to **Settings** from the left sidebar.
2. Click on **Teams**.
3. Select an existing user or click **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 **Instance Permissions** tab.
7. Locate the **Contacts** section.
8. Enable or disable specific permissions based on the level of access you want to provide.

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### Contacts Permissions Explained

<figure><img src="/files/kpEYLNfoyYPB65Lv84wg" alt="" width="563"><figcaption></figcaption></figure>

Here’s a detailed explanation of each option under **Contacts** and its use case:

1. **View Contacts**&#x20;

* Allows the team member to view the list of contacts synced from the connected platform (e.g., Shopify, Wix, Pipedrive).
* ***Use Case**:* Ideal for support agents or sales team members who need to reference customer details but should not make changes.

2. **Manage Contacts**&#x20;

* Grants the ability to edit or update existing contact details such as name, email, or phone number.
* ***Use Case:*** Suitable for customer service or CRM managers responsible for keeping contact information accurate.

3. **Upload Contacts**&#x20;

* Allows the user to bulk upload new contacts into the system using a CSV or Excel file.\
  \&#xNAN;***Use Case:*** Useful for marketing teams adding new leads or customer lists from external sources.

4. **Download Contacts**&#x20;

* Enables the team member to export and download contact data for reporting or analysis.
* ***Use Case:*** Helpful for analysts or managers preparing reports, performing audits, or integrating data with other tools.

5. **Manage Contact Labels**&#x20;

* Allows the user to create, edit, or delete labels/tags that categorize contacts.
* ***Use Case:*** Best for marketing and sales teams to segment contacts for campaigns or personalized outreach.

6. **View Contact List**&#x20;

* Gives access to view different contact lists (e.g., segmented customer lists or marketing lists).
* ***Use Case:*** Useful for team members who need to see the context of contact groupings without making changes.

7. **Manage Contact List**&#x20;

* Allows the user to create new contact lists, edit existing ones, or delete outdated lists.
* ***Use Case:*** Ideal for campaign managers or admins responsible for organizing contacts into actionable lists.