You can invite team members and control what they can see or do, from viewing invoices to managing payments or issuing cards. To get started navigate to your Users page to invite a new team member and choose an existing role: Admin, Employee, or create a Custom role from scratch.
Tips:
- Issue dedicated cards for your team with spend limits and vendor restrictions
- Enable reimbursements so your team can submit expenses through Mercury
- Connect your HRIS or payroll systems to automate team invites and keep access up to date
- Use custom roles to tailor permissions. Learn more in our roles and permissions overview
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.