/DOCSACCOUNTTEAM_MANAGEMENT
ACCOUNT

Team Management

Invite team members to your Mercurie account and manage their access.

Team Management

Team Management lets you invite colleagues to your Mercurie dashboard so you can share subscription oversight, billing visibility, and admin tasks without sharing a single login.

Step 1 — Go to Settings → Team Management

Open Settings from the Mercurie sidebar, then click the Team Management tab.

Step 2 — Add a team member

Click Add Team Member, enter the colleague's email address, and send the invitation.

Step 3 — The invited user joins

The invited user receives an email with a secure link. Once they click the link and accept the invitation, they can sign in to Mercurie and access the dashboard immediately.

Permissions and roles

All team members have full access to the dashboard. They can view subscriptions, manage billing details, and invite additional team members.

Tip: If you need granular roles (e.g., read-only billing or restricted subscription access), contact our support team — role-based access is on the roadmap.

Choosing the account owner

Use a stable company-controlled email for the main Mercurie account whenever possible, such as a finance, billing, or operations inbox. Mercurie sends invoices, renewal reminders, KYC requests, and important subscription notices to the account email. A founder, finance lead, or IT lead can own the account, but the email should not be tied only to someone who might leave the company.

If you need an accountant to review invoices, invite them only if you are comfortable giving full dashboard access. Billing-only roles are not yet self-service; contact support if you need a restricted access arrangement.

Removing a team member

To remove a team member, open Settings → Team Management, find the user in the list, and click Remove. Their access is revoked immediately and they will no longer be able to sign in to your Mercurie account.

Common questions

How many team members can I invite? There is no hard limit. Invite as many colleagues as you need.

Can I resend an invitation? Yes. If a user hasn't accepted yet, you can resend the invite email from the Team Management page.

Can I give someone billing-only access? Not as a self-service role yet. Team members currently have full dashboard access. Contact support if your finance or accounting team needs a narrower billing review workflow.

What happens if I remove a team member? They lose access instantly. Any actions they took while on the team (such as payment or subscription changes) remain visible in the account history.

Need help?

If you run into issues inviting or removing team members, open a support ticket from the Support entry in the Mercurie sidebar and we'll assist you right away.

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