Managing account access

Admins can customize which Mercury accounts are visible to custom users via the Team page. When account access is granted, a custom user can view transactions, send and receive money, and get a card associated with that account. Without access, the account details and balances are hidden and they're unable to interact with the account.

Inviting a team member as custom user

1. Go to Settings > Team.
2. Click Invite. Note: inviting custom users in bulk is not yet supported.
3. Assign the team member the custom user role. From there, you can continue to customize their send money permissions and account access.
   
   
   Custom users can only hold a card that is associated with an account they have access to. Likewise, in order to create a card for this user, they must have access to at least one checking account.
   
4. Once you confirm the team member details and role permissions, the invite will be sent immediately.
5. When your team member accepts the invite and sets up their Mercury profile, they’ll have access to the set of accounts you specified.

Editing account access for an existing team member

1. Go to Settings > Team.
2. Find the team member’s name and click on it to open up their details.
3. Click the triple dot icon and select Edit.
4. If the team member is already a custom user, customize their account access as needed and then Save. If they are not a custom user, update their role to custom user and then configure account access as needed.
   
   
   If you remove a team member from an account and they have one or more active cards associated with the account, those cards will be canceled.