Add new portal users
Only users that you invited from within your Mercu account can sign up for a portal user account under your Mercu account.
To add a new portal user to your Mercu account, please follow the steps below:
Note: Only account admins can add new portal users.
Navigate to the 'Account' page via the platform sidebar.
On the 'Portal Users' tab, click on 'Add Portal User'
Fill out the required details & role (for a breakdown of Mercu's roles, check here)
Click on 'Invite' to invite the portal user to join your Mercu account
Once you click on Invite, an invite email will be sent to the specified email address.
Preferred notification channel
The preferred notification channel sets the user's preferred channel on which they would like to receive updates from Mercu.
Currently, the main updates we send are around our Auto-Match interview scheduling feature. However, we're working on a few more features that will make use of the preferred notification channel.
As WhatsApp offers the best user experience, we suggest to set WhatsApp as the preferred notification channel.
New portal user sign up
Once you invite a new portal user, they will receive an email (all portal invites are sent via email, not via the preferred notification channel).
From that email, they will be directed to app.mercu.com. To activate their account, they need to follow these steps:
1. Open app.mercu.com on a browser
2. Click on 'Sign Up' in the bottom of the form field
3. Enter the same email address that was used to receive the portal user invite
4. Create a password
5. Tap on 'Continue'
FAQs
I signed up as a new user to an existing account but can’t see any jobs. If you signed up as a new user to an existing account and cannot see any data, it’s likely that you accidentally created a new account. This usually happens when the email used to invite you differs from the email you used during sign-up. In this case, we don’t recognize you as belonging to the account that invited you, and a new account was created. If this happened to you, please reach out to us via Intercom, and we’ll help you resolve this issue.