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

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

1. View Contacts

• 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.

1. Manage Contacts

• 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.

1. Upload Contacts

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

1. Download Contacts

• 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.

1. Manage Contact Labels

• 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.

1. View Contact List

• 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.

1. Manage Contact List

• 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.