Mercury Nexus is designed to complement your processes, not complicate them. Use the Admin app to manage your personal details, control user access, configure CRM settings, and tailor Mercury Nexus to suit your business needs.
Where to find the Admin app
You can access the Admin app:
From the Mercury Nexus homepage
Via the Mercury Launcher
What is the Admin app?
The Admin app is where you manage settings that apply to you, your users, and your business. This includes security controls, CRM configuration, integrations, and shared documents.
Manage your personal settings (My details)
Use My details to manage settings that apply only to your user account:
Your details: Update your contact information, address, mobile number, and password.
Multi-factor authentication: Add an extra layer of security to your login.
Email profile: Create and edit your email signature for emails sent from Mercury.
Email to Mercury: View the email address used to send opportunities directly to your Mercury inbox.
Notifications: Control how and when you receive notifications for status updates, tasks, Doc Centre, and Client Centre activity.
View preferences: Choose which tools are visible in Mercury Nexus.
History: Review audit history for your account.
Application details: Manage your lender accreditations.
Important Enable multi-factor authentication to help protect client and business data.
Manage your business settings (Partner details)
Use Partner details to manage settings that apply across your business:
Partner group details: Update trading name, contact details, and address information. You can also enable multi-factor authentication for all users.
Access groups: Restrict user access by time or IP address.
Virtual branches: Segment your CRM to suit your business structure.
Virtual branch category list: Group virtual branches for reporting.
Notifications: Add additional email addresses to receive notifications.
Text editor: Set default text editor settings for your organisation.
Company logo: Upload a logo used across Mercury. This replaces the {logo} tag in document merges.
Create and manage users
Use Manage users to create, update, and deactivate user accounts. This section controls who can access Mercury Nexus and what they can see.
Configure your CRM settings
Use CRM settings to control how your workflows and records operate:
Opportunity types: Choose which opportunity types are available to users.
Status editor: Add, edit, or remove statuses.
Auto-actions: Enable or disable automation to support your workflows.
Filter lenders: Select which lenders appear in Mercury Nexus.
List editor: Maintain dropdown and field list values.
People categories: Create and manage categories used to segment people records.
Questionnaires: Create, clone, or customise client questionnaires.
Task templates: Build templates to automate recurring tasks.
Email templates: Create and manage standard email templates.
Doc request templates: Manage templates used to request client documents.
Lead sources: Maintain your list of lead sources and referrers.
Snippets: Create reusable snippets for notes, emails, tasks, and compliance workflows.
Manage shared documents and templates
Use Documents to store and manage files used across your business:
General documents: Store shared business documents.
Merge templates: Create and manage templates used with document merges.
Set up integrations
Use Integration to connect Mercury Nexus with external tools:
Office 365: Sync emails and calendars.
Credit checks: Register for free credit checks requested from opportunities.
Zapier: Connect third-party applications.
Mercury API: Access API details for custom integrations.
Lead capture: Connect your website to automatically create leads in Mercury Nexus.
Google sync: Sync contacts from Gmail.
Note Integration availability may depend on your permissions and business setup.
Access data tools
Use Data tools to manage and recover information:
Extract raw data: Download CRM data in a database-compatible format.
Recycle bin: Restore deleted people, opportunities, tasks, notes, and task templates.
Import contacts: Upload contacts in bulk using the spreadsheet uploader.
Need help?
If you need help managing settings or access in Mercury Nexus, contact your Partnership Manager or email [email protected].
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