> 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/integrations-guide/pipedrive/how-to-sync-users-and-manage-permissions-across-mercuri-cx-and-pipedrive.md).

# 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:**

<figure><img src="/files/gOaQNxYWxxHm1XbTd76H" alt="" width="563"><figcaption></figcaption></figure>

1. Navigate to **Settings** in Mercuri CX Dashboard.
2. Go to the **Teams** section.
3. In the top-right corner, click on **Sync Users from Pipedrive.**
4. 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.

<figure><img src="/files/omWzA8sFfulJWMOahMVt" alt=""><figcaption></figcaption></figure>

5. **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.