Think of this dashboard as a control panel, not a workspace. Day-to-day hiring or accounting work happens inside individual product modules — this dashboard is where you configure everything that powers them.
What you see after login
After a successful login, you land directly on the dashboard. The layout is consistent across every screen:- A left-side navigation menu lists every core module.
- The main view opens whichever module you select.
- Your profile and organization switcher sits in the top corner.
Main sections
Each item in the left menu opens a dedicated module. Here’s what each one does:Dashboard
Overview of account activity, key metrics, and recent changes across your organization.
User Management
Add, remove, and manage the people who can access your Mercury workspace.
Roles & Permissions
Control exactly what each user can see and do, down to individual modules and actions.
Organization Management
Manage company details, structure, branding, and contact information.
Subscription & Billing
View your current plan, update payment methods, and manage subscriptions.
Integrations Hub
Connect Mercury to external tools, services, and data sources.
How to use the dashboard
1
Pick a module
Click any item in the left menu to switch context. Each module opens in the main view without leaving the dashboard.
2
Take action inside the module
All actions — adding a user, changing a role, updating billing — happen within the module you’ve opened.
3
Switch as needed
Move between modules freely. Your unsaved work in one module is preserved as long as you don’t close the browser tab.
How to think about it
Most day-to-day operations happen inside specific products. You’ll come back to the Accounts dashboard whenever you need to:- Add or remove a teammate
- Change someone’s permissions
- Update billing or subscription details
- Connect a new integration
- Adjust organization-wide settings
What to be careful about
Because this dashboard controls organization-wide settings, changes here have immediate, broad impact:Where to go next
Access your account
Full walkthrough of sign-up, verification, and first login.
First-time setup
Complete the required setup screen after your first login.

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