Description: Use this guide to create, update, and disable Mercury Nexus user accounts for your staff.
Use this article to manage staff access in Mercury Nexus through the Admin app.
Correct user access ensures your team can work securely from day one while maintaining system integrity.
Note: You must have Partner-level access to create or manage user accounts.
What is a Mercury Nexus user account?
A Mercury Nexus user account gives an individual staff member secure access to the platform. Each user must have their own login. Accounts cannot be shared or used in multiple locations at the same time. Best Practices:
Always assign individual logins to maintain accountability.
Regularly review user permissions to ensure they align with current roles and responsibilities.
Use a password management system to securely manage credentials.
Audit third-party access periodically to ensure compliance with security policies.
Important: User accounts are never deleted. This protects data integrity and historical records.
There are no additional Connective fees for creating basic Mercury 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.
Assign access by selecting the appropriate roles. See. See Access Levels in Mercury Nexus
Note: Assigning the Admin role is required for users to view opportunities in Mercury Nexus.
Tick Mercury access approved above the User ID to activate the account.
Optional: Assign an Access Group for additional security. See Access Groups
Record the User ID. This is the user’s login name. The Username field can remain blank.
Note: The User ID is also referred to as the user’s CA number. Share this with the user for login purposes.
If the user will work in a virtual branch, select the branch from the Select branch dropdown. See Setting Up Virtual Branches
Close the tab to complete the setup.
Activate an existing inactive user
Navigate to Admin > Manage Users in the Mercury platform.
Switch the view to Inactive Users.
Locate and open the user’s profile.
Tick the checkbox to activate the account (e.g., "Mercury Access Approved").
Set a password for the user.
Share the user’s CA number and instruct them to log in using the CA number and the password you set.
Note: A user can belong to only one virtual branch. If no branch is selected, 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. Select Manage Users.
Double-click the user you want to update.
Make the required changes.
Close the tab. Changes save automatically.
Note: You can also update a user’s branch access or assign the Admin role for viewing opportunities in Mercury Nexus by navigating to the Roles tab in the user’s profile.
Update your email addresses
Open the Admin app. Select My Details.
Review and update the available email address fields.Update your email communication preferences if required.
Any changes save automatically.
Update your email communication preferences if needed.
Disable user access
Open the Admin app. Select Manage Users.
Double-click the user you want to disable.
Untick Mercury Access Approved.
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.
Managing third-party/outsourced user access
For outsourced users, such as loan administrators, processors, or para brokers, follow these guidelines:
Create a separate Mercury login for each third-party user.
Restrict their access to loan administration/processing tasks only.
Coordinate with your Partnership Manager to confirm appropriate permissions.
Use distinct email credentials and a password management system to ensure security.
Limit access to only what is necessary and ensure all access is auditable.
Need help?
If you need help managing user access in Mercury Nexus, contact your Partnership Manager or email [email protected].