Creating and managing Mercury Nexus user accounts

When you get a new staff member you want them to hit the ground running; that's why you can add, edit or delete users via the Admin app. Ensuring Mercury Nexus will be up and running and ready for them the day they start.

There is no limit to how many users you can create in Mercury Nexus. However, each person will need their own account as Mercury Nexus does not allow the same account to log in from two locations at the same time.

Note. You will need Partner Level access to perform these tasks. 

How do I set up a new user?

1. Open the Admin app and select Manage Users from the main left-hand menu.
2. Open a new tab using the + button to open the Create User
3. 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.
4. Click Create User
5. Create an initial password using the Set Password
6. Set the access level by ticking the appropriate box/boxes under Roles. 
7. You can add another layer of protection by selecting the Access Group. Learn more here.
8. Make a note of the User ID - This is the new user's login ID. Username can be left blank.
9. If the user will be working from a Virtual Branch use the Select Branch drop down to select the applicable branch. Learn more about Virtual Branches here.
10. Close the tab to exit the record.

Editing an existing Mercury Account

1. Open the Admin app and select Manage Users from the main left-hand menu.
2. Double click on the name of the user you wish to edit.
3. Alter the user details as required.
4. Your changes will be saved automatically. Close the tab to exit the account.