How to Sync Users and Manage Permissions Across Mercuri CX and Pipedrive
Clients have the option to sync users (team members of your business) directly from Pipedrive into Mercuri, making it easy to manage access and permissions.
Steps to Sync Users:
Navigate to Settings in Mercuri CX Dashboard.
Go to the Teams section.
In the top-right corner, click on Sync Users from Pipedrive.
The user's details will be synced across the platform. You can edit the user details and assign permissions by selecting a particular user from the user list.
User Permission: Tailor user access in Mercuri CX by assigning specific permissions across different modules. Each module offers deeper levels of control for enhanced security and operational clarity.
Dashboard: View or manage dashboard access.
Conversation: Send and receive messages, view conversations.
Contacts: View, manage, upload, or download contacts.
Marketing: Create, manage, and send campaigns.
Billing: Access and manage invoices, subscriptions.
Integrations: Configure and manage third-party integrations.
Automation & Reports: Control access to workflows and analytics.
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