Managing users in Mercury Nexus
Did you know you can use the Admin app to add and disable users; edit contact details, modify access level and reset passwords for Mercury Nexus users?
To add, edit or delete a user, navigate to the Admin app and select Manage Users from the main menu on the left. From here you can do the following:
Set up a new user
1. Open a new tab to create a new user.
2. Fill in the relevant details. Be sure to add a valid email address and mobile number as this will be required to reset the user’s password.
3. Click Create User. You will need to create an initial password using the Set Password button. Make note of the User ID – this is the new user’s login ID.
4. Set the relevant access level/s by ticking the appropriate box/boxes under Roles.
5. If the user will be working from a Virtual Branch. Use the Select Branch drop down to select the applicable branch.
Set/ modify Access levels
1. Select the name of the user you wish to modify.
2. Ensure the Mercury Access Approved box is ticked.
3. Set the relevant access level/s, by ticking the appropriate box/boxes under Roles.
4. Select the appropriate Access Group.
Disable user
1. Select the name of the user you wish to disable.
2. Untick the Mercury Access Approved box. The user will now be moved to the Inactive Users folder.
Please note: You need to have Partner Level access to perform these tasks.
You can find more information about this via the wiki: https://support.connective.com.au/hc/en-us/articles/360051622534-How-to-Create-and-Manage-Mercury-User-Accounts