When inviting someone to your Mercury team, you'll be asked to assign them a role. This role determines what they can and can't do in your Mercury account.
- 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 also add a control that requires other admins to approve payment requests or account changes.
- Bookkeepers can view all accounts and transactions but can't move money or manage your team. This would be best suited for an accountant.
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Employees can be issued debit and/or credit cards as well as submit reimbursements, but have extremely limited access to your company's dashboard. They are only able to view and manage their card(s) and expenses as well as view, tag, and add receipts to their 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.
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Custom users are the most flexible role type. You can choose to grant custom user access to all or some accounts. They can be issued cards, manage cards and card limits, add and remove users, manage accounting integrations, or change user permissions. When inviting a custom user, you can decide whether to grant them permission to move money, subject to payment approval policies.
Changing a team member's role
- Go to your Team settings.
- Find the team member's name in the list, and click it to open their details.
- In the upper right corner of their details card, click the three dots and choose Edit User Permissions from the menu.
- You'll be able to change their role or edit individual permissions from within the details card.
- 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.