Widget Permissions: How to Assign and Use
Widget permissions allow team members to manage customer-facing WhatsApp chat widgets on websites through the Mercuri dashboard. By assigning this permission, users can customize chat greetings, configure starter messages, upload logos, set widget location, and add responders.
Steps to Assign Widget 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 Instance Permissions tab.
Locate the Widget section.
Enable or disable specific permissions based on the level of access you want to provide.
Permission Types
Widget permissions are divided into types to control what level of access a team member has over the widget.
1. View Widget
Allows team members to see existing WhatsApp widget settings on the Mercuri dashboard without making changes.
Example: A team lead wants to review the greeting text, starter messages, and widget location, but should not modify any of these settings. Assigning the View Widget ensures oversight without the risk of accidental edits.
2. Manage Widget
Grants team members the ability to create, edit, and delete WhatsApp widgets, including customizing greeting text, message starter text, uploading logos, aligning the widget, and adding responders
Example: A customer support agent needs to set up a WhatsApp widget with a customized greeting, assign responders, and deploy it on the website. Granting Manage Widget lets them configure and publish the widget independently.
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