When a team member leaves your business, you must disable their Mercury Nexus access immediately. Leaving an account active exposes your client data and business information to unnecessary risk.
Before you begin
You must have Partner Level access to manage or disable user accounts.
Important
Disable user access as soon as employment or engagement ends to reduce data security risk.
Disable a user account
Open the Admin app.
Select Manage Users from the left-hand menu.
Double-click the name of the user you want to edit.
Untick Mercury Access Approved.
The user will automatically move to the Inactive Users folder.
They will no longer be able to log in to Mercury Nexus.
All historical data linked to their activity will remain available to your team.
What happens after disabling a user
The user cannot access Mercury Nexus.
Existing opportunities, notes and documents remain intact.
Reporting history remains unchanged.
Disabling an account protects your data while preserving your records.
Need help?
If you need help managing Mercury Nexus user access, contact your Partnership Manager or email [email protected].