When you get a new staff member you want them to hit the ground running; that's why you can add, edit or delete users via the Admin app. Ensuring Mercury Nexus will be up and running and ready for them the day they start.
There is no limit to how many users you can create in Mercury Nexus. However, each person will need their own account as Mercury Nexus does not allow the same account to log in from two locations at the same time.
Note: You will need Partner Level access to perform these tasks.
How do I set up a new user?
Open the Admin app and select Manage Users from the main left-hand menu.
Open a new tab using the + button to open the Create User.
Fill in the user details. Ensure you add a valid email address and mobile number as they are used to reset the user's password.
Click Create User.
Create an initial password using the Set Password.
Set the access level by ticking the appropriate box/boxes under Roles.
Tick Mercury Access Approved checkbox located above User ID to activate the user account.
You can add another layer of protection by selecting the Access Group. Learn more here.
Make a note of the User ID - This is the new user's login ID. Username can be left blank.
If the user will be working from a Virtual Branch use the Select Branch drop down to select the applicable branch. Learn more about Virtual Branches here.
Close the tab to exit the record.
Note: A user cannot be a member of multiple Virtual branches. They are either a member of a single Virtual Branch or a member of the main branch which can move between all virtual branches.
Some functions are limited for users who a member of a Virtual Branch. More information on Access Levels here.
How to edit an existing Mercury Account
Open the Admin app and select Manage Users from the main left-hand menu.
Double click on the name of the user you wish to edit.
Alter the user details as required.
Your changes will be automatically saved . Close the tab to exit the account.
How to update email addresses
Open the Admin app and select My Details
Under the My Details tab you will see the three email addresses that can be updated.
Any changes will be automatically saved.
You can also update your email preferences here.
Note: Your primary email address must be a unique email address.
You might also want to check out the FAQs about email addresses in Mercury.
How to disable user access
Open the Admin app and select Manage Users from the main left-hand menu.
Double click on the name of the user you wish to disable.
Uncheck the Mercury Access Approved checkbox.
Your changes will be automatically saved . Close the tab to exit the account.
This Mercury Nexus account will not be able to login.
Note: User accounts are never deleted for data integrity and retention purposes.