In order to protect your client’s personal information, the Client Centre requires two-factor authentication to gain access. This is achieved by sending your client a unique link via email, and a unique code via SMS and email. Because of this you will need to have at a minimum a name, email and mobile number for your client listed against their Contact record.
The Client Centre uses two-factor authentication (2FA) to protect your client’s personal information.
Clients receive:
A secure link via email
A one-time code via SMS and email
To send access, you must have at minimum:
First and last name
Email address
Mobile number
recorded in the client’s Contact record.
Note
Clients located in a geoblocked country will not be able to access the Client Centre. See List of geoblocked countries
Before you begin
To send any email from Mercury CRM, you must have a default email profile configured.
Send a Client Centre invitation
To send access:
Open the CRM app.
Select Opportunities from the left-hand menu.
Open the relevant Opportunity record.
Select Client Centre from the sub-menu.
Open the relevant request.
Click Send Invitation.
Select the applicant(s) to receive access.
Click Next.
Choose your email template.
Update the subject or email body if required.
Do not edit the system tags.
Click Send.
Your client will receive an email with a secure link.
When they attempt to log in, they will be prompted to generate a one-time authentication code sent via SMS and email.
Important access notes
Important
You can only have one active invitation link per client. Sending a new invitation invalidates the previous link.
Additional considerations:
Clients will be prompted to re-authenticate after 15 minutes of inactivity.
SMS delivery to international numbers cannot be guaranteed.
Troubleshooting SMS delivery issues
If your client is not receiving the SMS code:
Re-enter the mobile number without spaces.
Resend the invitation.
Ask the client to retrieve the code via email instead.
Ask the client to check their SMS spam folder.
Generate a Client Centre link manually
If you prefer not to send the auto-generated email, you can create a secure access link to embed in your own email.
Each client requires their own unique link and must still complete 2FA authentication.
To generate a link:
Open the CRM app.
Open the relevant Opportunity.
Select Client Centre.
Open the request.
Click Copy Invitation.
Select the client.
Click Copy Link.
You can now paste this link into your own email.
Need help?
If you need help sending or troubleshooting Client Centre access, contact your Partnership Manager or email [email protected].