Simplifying Role-Based Access in Mercuri: Use Cases and Solutions

Mercuri allows businesses to manage user access with fine-grained permissions, giving you full control over who can view or take action across different parts of the platform.

Whether you’re managing a small team or scaling across multiple locations, this flexibility ensures that the right people have access to the right tools.

Use Case 1: Managing Access Across Multiple WhatsApp Numbers

Quick demo to set up user permission

Let’s say your business uses multiple WhatsApp numbers, one for sales and another for support. Naturally, you want only the sales team to access the sales inbox, and support agents to access customer support chats.

Granting full access to all inboxes would create confusion, potential data leaks, and miscommunication.

How to Assign Granular Permissions

To implement this setup:

1. Go to: Settings > Teams

2. Click: Add User

3. Fill in the new user's details (name, email, role, etc.)

4. Under the Permissions section:

   • Locate the Conversations dropdown

   • Select the specific WhatsApp number this user should access

   • Choose “Assign Agent” to allow them to manage chats for that number

You can repeat this process for each team member, ensuring clean access control for multi-channel operations.