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User Management is the module where you see and act on the people in your organization. It’s the right place to find a user, check their access, or take quick actions — but it’s not where you define what roles can do.
Looking to define what a role can or can’t do? That lives in Roles & Permissions, not here. User Management lets you assign existing roles to users — it doesn’t let you create or edit the roles themselves.

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What you can do here

View all users

Browse every person with access to your organization.

Check access status

See whether each user is active, invited, or inactive at a glance.

Search and filter

Find users by name, email, role, or status.

Quick actions

Suspend a user or send a password reset link in one click.

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When to use User Management

Open this module when you need to:
  • Find a specific user in the system
  • Check access or status for a teammate
  • Verify module access for a user
  • Suspend or restore a user’s access
  • Reset a password on behalf of someone who’s locked out

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How to access User Management

1

Open the left navigation

The left navigation panel is always visible from the dashboard.
2

Click User Management

The User Management page opens in the main view on the right.
User Overview 1

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The user list

The user list shows every user in your organization. Each row includes:
ColumnWhat it shows
NameThe user’s full name
EmailThe address they use to log in
System RoleOrganization Admin, Standard User, or Limited User
Module AccessWhich Mercury modules they can use, and at what level
StatusActive, Invited, or Inactive
ActionsSuspend or reset password directly from the row
Use the search bar and filters at the top of the list to narrow results quickly.

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Available actions

Two actions are available directly from the user list:
Temporarily disables a user’s access to the system. They can’t log in or use any module until you restore access. Use this when someone leaves temporarily, changes roles, or you need to lock an account quickly.
Sends a password reset link to the user’s email. Use this when a teammate is locked out and can’t reset their own password from the login page.
User Overview 2

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User status types

Every user has one of three statuses. The status determines whether they can log in and use modules.
  • User has accepted the invitation
  • User can log in to the system
  • User can access assigned modules

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How status changes

Statuses transition based on invitations and admin actions:
FromToTrigger
InvitedActiveUser accepts the invitation
ActiveInactiveAdmin suspends the user
InactiveActiveAdmin restores access

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What to be careful about

Actions in this module take effect immediately and affect real people’s work:
  • Suspending a user instantly blocks their access — anything they have open is interrupted.
  • Reset password should only be used when the user can’t reset their own — it invalidates their current credentials.
  • Incorrect actions can disrupt active work for your team. Double-check the row you’re acting on.

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Next steps

Add a new user

Invite teammates and assign system and module roles.

Manage existing users

Search, filter, and act on the users already in your workspace.
Last modified on June 19, 2026