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Add a user when you want to bring a new teammate into your Mercury workspace. The flow is short — enter their details, pick a system role, assign module access, and send the invite.
Users you add don’t get access immediately. They receive an email invitation and become Active only after accepting it.

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What adding a user does

  • Creates the user account in your organization
  • Assigns a system role that defines overall access scope
  • Grants module-level access (e.g., Recruit) with a specific module role
  • Sends an email invitation to activate the account

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How to add a user

Add Users 1
1

Open User Management

From the left navigation panel, click User Management.
2

Click Add User

A pop-up form opens on the right side of the screen.
3

Enter user details

Fill in the basic profile information:
4

Choose a system role

Pick one role that defines the user’s overall scope. (See System roles below.)
5

Assign module access

Select the module (e.g., Recruit) and choose a module role. The module role determines what they can do inside that product.
6

Send the invitation

Click Send Invite. The user receives an email and must accept it to activate their account.

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System roles

System roles control a user’s overall access level across your organization. Pick exactly one per user.

Organization Admin

Full system access. Can manage users, billing, integrations, and organization settings.

Standard User

Limited access based on the modules and module roles assigned to them.

Limited User

Restricted access with minimal permissions — ideal for occasional collaborators.
Reserve Organization Admin for people who genuinely need to manage billing, users, or org-wide settings. Everyone else should be a Standard or Limited User.

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Module roles

Module roles control what a user can do inside a specific product like Mercury Recruit. Common module roles include:

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Before you click Send Invite

Confirm:
  • The email address is correct
  • The system role matches the user’s responsibility
  • Module access is assigned correctly
  • The user should receive the invite now

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What happens after you invite

The user’s status follows a simple lifecycle:
The invitation has been sent, but the user hasn’t accepted yet. They can’t log in.
Add Users 2

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Next steps

Manage existing users

Search, filter, suspend, or reset passwords for users already in your workspace.

User Management overview

Review status types, available actions, and how the module fits into Mercury Accounts.
Last modified on June 19, 2026