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Adding & Removing Team Members

  • 5 mths ago
  • 266

So your team is growing or it's time to part ways; in either case, it's quick to make changes to your team on Mercury.

Adding a Team Member

  1. Bottom left menu
  2. Team
  3. Invite a Team Member

Once you've sent out the invite, have your new team member check their inbox for an invitation email.

Removing a Team Member

  1. Profile icon (bottom left of your Mercury dashboard)
  2. Team
  3. Select Team Member 
  4. Select triple dot icon on user profile
  5. Select Remove user

Resending an Invite

If the user hasn't received their invite and never received or accidentally deleted the invite you can resend. 

  1. Profile icon (bottom left of your Mercury dashboard)
  2. Team
  3. Select Team Member 
  4. Select triple dot icon on user profile
  5. Choose 'Resend Invite' (if this option is not available, they have already clicked the invite and should be able to proceed with a forgotten password steps instead)
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