If you're an admin, you can send and manage invites from your Users page. There are no limits on the number of users you can add.
Inviting a user
- Navigate to your main menu in the top left corner of your dashboard and click Users
- Near the top of the Users page, click Invite a user
- You’ll be asked to provide their name, email address, and assign them a role.
- If you’ve enabled a control requiring admin approval for certain actions, the invite request will be sent to your other admins. Once 2 admins approve, the invite will be sent. If you don’t have this control enabled, the invite will be sent immediately.
- Your invited User will get an email with a link to create their account
Resending an invite
If an invited User can’t find the email to create their account, you can resend the invite from your Users page.
Here’s how:
- Navigate to the Users page
- Find the user’s name and click on it to open up their details
- To the right of their name, click the triple dot icon and select Resend Invite. If you don’t see that option in the menu, it means they already clicked the invite. If they don’t remember their login details, you can have them reset their password instead
Restoring a removed user
If you’ve removed a user and want to add them back to your account, you’ll need to restore their access instead of re-inviting them. Head to your Users page, select the removed user (they'll be greyed out) and click Restore. This will add them back to the account with their previous set of permissions.
If you have dual admin approvals enabled, another admin will need to approve this action.
Adding a user to a trust account
Trust accounts currently do not support self-serve user invitations or custom roles. Trustees and grantors associated with the trust are added during onboarding. Learn more about Trust accounts at Mercury.
If you need to update users on a trust account, please contact support at personal@mercury.com.