Setting up a new user
- You need Partner level access to set up a new user.
- In the Admin tab select Manage Users in the left-hand panel and click on Create Mercury User.
- Fill in the user details. Ensure you add a valid email address and mobile number as they are used to reset the user's password.
- Set a password.
- Set the access level by ticking the appropriate box/boxes under Roles. Refer to Understanding The Access Levels In Mercury for details of the access level for each role.
6. Click Save.
Note: The CA number for the new user will be displayed under Inactive users, however, it will not be activated until they complete the Mercury Foundations Training. See: Mercury Training
The Training Portal invite will be sent to the email address used when the account is created so it's important to ensure that it's correct.
The new user will need the CA number along with their password to login to Mercury.