Ensure your team is ready to work from day one by setting up and managing their Mercury Nexus access through the Admin app. You can create unlimited user accounts, and each staff member must have their own login. Mercury Nexus does not allow the same account to be used in multiple locations at once.
Note: You must have Partner-level access to perform these actions.
There are no additional Connective fees for creating basic Nexus user accounts.
Set up a new user
Open the Admin app and select Manage Users from the left-hand menu.
Select the + button to open the Create User tab.
Enter the user’s details, including a valid email address and mobile number. These are required for password resets.
Select Create User.
Set an initial password using Set Password.
Set the access level by ticking the appropriate box/boxes under Roles. See Access Levels in Mercury Nexus
Tick the Mercury Access Approved checkbox above the User ID to activate the account.
Optional: Assign an Access Group for additional security. See Access Groups
Note the User ID — this is the login username for the new staff member. The “Username” field can remain blank.
If the user will work in a Virtual Branch, select the appropriate branch from the Select Branch dropdown. See Setting Up Virtual Branches
Close the tab to complete the setup.
Note: A user can belong to only one Virtual Branch. If they are not allocated to a Virtual Branch, they remain part of the main branch and can move between all Virtual Branches. Some functions may be limited for Virtual Branch users.
Edit an existing user
Open the Admin app and select Manage Users.
Double-click the user you want to update.
Make the required changes.
Changes save automatically. Close the tab to exit.
Update your email addresses
Open the Admin app and select My Details.
Review the three email address fields available for updates.
Any changes save automatically.
Update your email communication preferences if needed.
Note: Your primary email address must be unique.
You might also want to check out the FAQs about email addresses in Mercury.
Disable user access
Open the Admin app and select Manage Users.
Double-click the user you want to disable.
Untick the Mercury Access Approved checkbox.
Close the tab to exit. Changes save automatically.
Once disabled, the user will no longer be able to log in.
Note: User accounts are never deleted to maintain data integrity and historical records.
Need help?
If you need help managing user access in Mercury Nexus, contact your Partnership Manager or email [email protected].