Managing roles and permissions

When you invite someone to your Mercury team, you'll assign them a role that determines what they can see and do in the dashboard. This article explains each available role and the permissions that come with them. 

Role types

Mercury offers four role types with varying permissions:

Admins have full access to your Mercury account

• They can add or remove team members, issue cards and move money subject to payment approval policies
• If you have multiple admins on your team, you can add a control that requires other admins to approve payment requests or account changes

Bookkeepers can view all accounts and transactions 

• They can't move money or manage team members
• This role would be best suited for an accountant

Employees can be issued debit and/or credit cards as well as submit reimbursements

• They have extremely limited access to your company's dashboard. They can only view and manage their own cards and transactions
• They cannot access sensitive bank account information like balance or accounting number, or view other team members' transactions.
• Learn more about the Employee role type and creating employee cards through a guided demo.

Custom users are the most flexible role type

• You can customize what actions they can take, such as managing accounting integrations, team members, card limits, and whether they can move money (subject to payment approval policies)
• You can choose to grant custom user access to all or some accounts
   

Permissions by role

Changing a team member's role

1. Go to your Team settings
2. Find the team member's name in the list, and click it to open their details
3. In the upper right corner of their details card, click the three dots and choose Edit Role and Info from the menu
4. You'll be able to change their role or edit individual permissions from within the details card
5. Click Save Changes to lock in the change. If you're trying to make someone an admin and need another admin to approve, it may say "Request Approval"
   
    

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust®; Members FDIC. Deposit insurance covers the failure of an insured bank.

The Mercury Debit Cards are issued by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC, pursuant to licenses from Mastercard.