Setting up custom roles

You can use custom roles to assign permissions to groups of users based on their responsibilities. Instead of configuring permissions for each user individually, you can now create reusable roles that reflect real responsibilities in your company, and assign those roles to as many users as you need.

This simplifies user management, improves visibility, and scales as your team grows.

Why use custom roles?

Previously, if you wanted to give a team member access to certain features (like viewing accounts, depositing checks, or managing payments), you had to assign those permissions manually through the "Custom User" role, one person at a time.

Instead of managing access one user at a time, you can now:

• Name roles based on your team’s actual responsibilities (e.g. "AP Clerk", "Finance Lead", "Read Only")
• Add descriptions so roles are easy to understand across your org
• Assign permissions to multiple users at once
• Edit a role to update access for all users assigned to it

How custom roles work

Each Custom Role you create has two components:

1. Permissions: What users can do (e.g. send payments, deposit checks, manage team members)
2. Account access: Which accounts they can access (e.g. specific accounts or all accounts)

Once a role is created, you can assign it to as many users as you’d like. If you later update the role, those changes will automatically apply to all users with that role.

How to create and manage roles

You can create and manage roles from the Roles page:

1. Click your company name in the top-left corner of the dashboard
2. Select Users
3. Click the Roles tab
   • Optionally, select a template from the dropdown — templates provide a starting set of common permissions that you can customize
4. Enter the role's name, description, permissions, and account access
5. Click Save role

You can also assign roles when:

• Inviting users (including bulk invites) — Select an existing role or create a new role
• Issuing cards
• Setting up users after your account’s been approved

Tips for using custom roles effectively

• Keep it simple — most organizations don’t need more than 3–6 roles
• Use clear names that match your team’s terminology (e.g. "Controller", "Read Only", "AP Manager")
• Use descriptions to explain what a role is for—this helps everyone on your team understand what access others have

What roles are templated?

We’ve converted common permission sets into templates. You can use these as-is when creating a role and modify them to match your org’s needs:

• Finance Lead
• Read Only
• Money Mover

What About Admin, Employee, and Bookkeeper roles?

Admin and Employee remain standard roles. The former Bookkeeper role is now a templated Custom role (“Accountant”) with permissions that can be adjusted, including the ability to view and code transactions.

You can read more about these role types here.

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.