10 months ago
Manage your data export permissions
Mercury users with Partner or Admin level access can now manage which Mercury users in their group can export data. This helps ensure responsible handling of opportunity data.
How do I give a Mercury user data export access?
- Log in to Mercury Nexus
- Navigate to the Admin App
- Select Manage Users from the left-hand panel
- Double click on the user to open their profile
- On the right hand side, tick Data Export.
These users will now have the Export to Excel button in their CRM.
If you are a Mercury user that would like to have data export permission, please contact your Principal Owner.
You can find more information on exporting data from Mercury Nexus here.