Admins can customize which Mercury accounts are visible to custom users via the Users 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 user as custom user
- Go to Settings > Users.
- Click Invite. Note: inviting custom users in bulk is not yet supported.
- Assign the user the custom user role. From there, you can continue to customize their send money permissions and account access.
- Once you confirm the user details and role permissions, the invite will be sent immediately.
- When the user 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 user
- Go to Settings > Users.
- Find the user’s name and click on it to open up their details.
- Click the triple dot icon and select Edit.
- 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.