Mercury Roles
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| Role name | Purpose |
| [Mercury bolt on role] - Importer | User can import data to Mercury from an Excel sheet using the 'Import from Excel' function in a view. Needs Director level approval by the Customer before adding to any users. |
| [Mercury bolt on role] - Word Templates | User can access Word Templates created by an admistrator to run and merge data in. |
| [Mercury bolt on role] Mercury Assist | User can access the Walkme (Assist and Academy) solution |
| [Mercury bolt on role] Restricted Admin | Mercury Access - Mercury System Administrator |
| [Mercury] ClientID Utility | [Mercury] ClientID Utility |
| Activity Feeds | Activity Feeds |
| Client - Credit Check Comments | User can read & update data in Client Credit Information field 'Credit Check Comments' |
| Client Credit Information - Read | User can read but not update data in Client Credit Information fields. 'Credit Hold', 'Credit Limit', 'Credit Rating', 'Credit Check Comments'. |
| Client Credit Information - Write | User can read & update data in Client Credit Information fields. 'Credit Hold', 'Credit Limit', 'Credit Rating', 'Credit Check Comments'. |
| Contact Diversity Information | User can read & update data in Contact Diversity Information fields. 'Birthday', 'Gender', 'Ethnicity' and 'Religion' |
| Dynamics 365 App for Outlook User | Gives access in Outlook to the 'Dynamics' Add On. Must be applied directly to the User. |
| Fees - Can Read Financial State | User can read but not update data in Fee field 'Financial Status'. |
| Fees - Cand Adjust Financial State | User can read & update data in Fee field 'Financial Status'. |
| Mercury - Activity AI User | User permission as part of the AI Essentials product |
| Mercury - AI Automations User | User permission as part of the AI Essentials product |
| Mercury - Approvals Administrator | User can approve a Client, Vacancy, Agreement or Project where approvals have been implemented |
| Mercury - Automation Config (Admin) | Automations - permission for a Mercury Administrator |
| Mercury - Automation Config (Read-Only) | Automations - permission for a standard Recruiter |
| Mercury - Can Add Compliance Criteria Types | User can create new Compliance items that can then be added to agreements or placements. |
| Mercury - Can Administer Advert Posting credentials | User can update the Job Posting username and password on a User record. |
| Mercury – Can Administer Client Records | Full CRUD access to Rules of Engagement and Off Limits at Client Level |
| Mercury - Can Change Client On Placement | Mercury - Can Change Client On Placement |
| Mercury – Can Create Agreements | Gives Create, Read and Update access to Agreements and Supporting entities. |
| Mercury – Can Create or Update Benefits | Full CRUD access to Agreement Benefits. Included in Bolt On Restricted Admin role. |
| Mercury – Can Create or Update Client Cost Centres | Full CRUD access to Client Cost Centre. Included in Bolt On Restricted Admin role. |
| Mercury – Can Create or Update Data Consent Purposes | Gives Create, Read and Update access to Data Consent Purposes. Included in Bolt On Restricted Admin role. |
| Mercury – Can Create or Update Expense Types | Full CRUD access to Agreement Expense Rules. Included in Bolt On Restricted Admin role. |
| Mercury - Can Create or update Financial Transactions | Financial Transactions are created off Timesheets and Fees. Gives Create, Read and Update access to Financial Transactions, Read to Status and Type. |
| Mercury – Can Create or Update FX Spot Rates | Full CRUD access to FX Spot rates, utilised in defining financial exchange rates. Included in Bolt On Restricted Admin role. |
| Mercury - Can Create or update Message Broadcasting Config | Mercury - can create or update Message Broadcasting Config |
| Mercury - Can Create or update Rate types and Frequencies | User can create or amend the available rate types and frequencies used on vacancies and placements. Full CRUD Access to Rate Type and Rate Frequency entities. |
| Mercury – Can Create or update Shortlist Substatuses | Full CRUD access to the substatus’ used at the Shortlist level. Included in Bolt On Restricted Admin role. |
| Mercury - Can Create or update Worker Types | User can create and update Worker Types. Can also add existing Compliance Criteria to a Worker Type record. |
| Mercury - Can Delete Tags | User can delete a tag, which will in turn delete all the tag associations to Contacts, Vacancies and Clients. Gives Delete access only to the Tags record. |
| Mercury – Can Edit Bank Account | Full CRUD access to the Bank Account entity |
| Mercury - Can Edit Compliance evidence | Mercury - Can edit compliance evidence. User can create new compliance evidence but not update. |
| Mercury - Can Edit existing Data consents | Mercury - can edit existing data consents. Only required if using explicit consent. |
| Mercury – Can Edit Portal usernames and passwords | Grants access to form allowing for the change of a Portal Users Username/Password |
| Mercury - Can Edit Timesheet Line | User can edit dates, times or units on timesheet lines submitted by the candidate from the portal, before they are approved. |
| Mercury - Can Edit user and team records | User can update the records for User and Teams. |
| Mercury - Can Email appointment details | Mercury - can email appointment details |
| Mercury - Can Export Timesheet Data | Timesheet integration solution - User can use the Export and Submit buttons for the Intime integration |
| Mercury - Can Export to Excel | User can export any view of data to Excel. Needs Director level approval from customer before adding to a user. |
| Mercury - Can Novate Placement | Use in conjuction with Configuration Item 'ENABLE_NOVATE_PLACEMENT' which will surface the button which is permission controlled by this security role. |
| Mercury - Can Pin or Unpin Activities | NEW v29 - User can pin or unpin key activities to the top of the timeline for all users to see. |
| Mercury - Can Progress Candidate (Update) | Surfaces the 'Update' button on Vacancies and Shortlists to replace the 'Progress Candidate' button |
| Mercury – Can Read Financial Transactions | Gives Read only access to Financial Sync, Transaction and Transaction Types |
| Mercury – Can Send SMS | Gives Read only access to the SMS Originator entity |
| Mercury - Can Set Client status | User can edit the locked 'Client Status' field on a Client. Gives override permissions to ‘Client Status’ field, typically set by interactions with the Client . |
| Mercury – Can Update Agreements | Gives Read/Write access to Agreements and all supporting entities. User can update but not create the Mercury Agreements. |
| Mercury - Can Update Evidence Confirmation | User can approve/reject and amend compliance evidence after it has been submitted. Gives user access to update the status of any associated Evidence Confirmation. |
| Mercury - Can Update Key Data | Mercury - Can Update Key Data |
| Mercury - Can Update Placements | User can edit placements even where they have been locked using the 'Can Edit At Status' configuration. Gives user access to amend Placement details post-finalise routine e.g can update locked fields. Must be applied directly to the User. |
Mercury - Can Update Target
Mercury - Can Use Excel Online | Mercury Power BI Analytics - User can add targets
User can use ‘Open in Excel Online’ function from the ribbon button 'Export to Excel'. This is additional functionality to the role 'Mercury - Can Export to Excel' to enable users to mass amend data without having the use of the 'Import from Excel' button. |
| Mercury - Can View Bank Account | User can view the Bank Account records but not create or amend. Standard user has no access or visibility of the Bank Account records. |
| Mercury - Can View Customer Voice Survey Responses | Automations NPS Surveys - User can view the responses from the NPS survey automations |
| Mercury - Can view integrations in sitemap | Mercury - Can view integrations in sitemap |
| Mercury - Can view Mercury xRM forms | Mercury - Can view Mercury xRM forms |
| Mercury - Can View My Workspace | User can open and view their personal 'My Workspace' |
| Mercury - Can View New Mercury Forms | NEW V31 - Access to the New forms |
| Mercury - Can View Parsed CV Documents | NEW V32 - Mercury - Can View Parsed CV Documents |
| Mercury - Can View Work List | User can view Work Lists |
| Mercury - Candidate Portal Management | Candidate Portal - permission for a Mercury Administrator |
| Mercury - Cannot Create New Placement | Prevents user from adding a placement without a vacancy. Removes the '+New' button from the placement ribbon. |
| Mercury - Client Portal Management | Client Portal - permission for a Mercury Administrator |
| Mercury – Create or Update Fees | Full CRUD access to the Fee entity. Now part of recruiter role as standard. |
| Mercury - Data Protection Officer | User has access to the Audit History and Data Protection dashboard. Gives access to the ‘Data Protection’ dashboard for the management of Data Access/Removal requests. |
| Mercury – Dynamic Email Template Creator | Full access to the ‘Dynamic Email Template’ entity for Mercury Email Templates. Permissions include: Create, Read, Write, Delete, Append, Append To, Assign, and Share. |
| Mercury – Dynamic Email Template Editor | Restricted access to the ‘Dynamic Email Template’ entity for Mercury Email Templates. Permissions include: Read, Write, Append, Append To, and Assign. |
| Mercury - Email approver | Mercury - Email approver |
| Mercury - External Integration Management | Mercury - External Integration Management. Not required for Customer Users. |
| Mercury - Fee Approver | User can approve Fees to flag them as invoiced once they have been added to the finance system application. Or reject if Fee needs more information. |
| Mercury – Generate Word Templates | Gives access to generate word template reports from any entity. |
| Mercury – Global Hotlist access | Gives full CRUD access to all users Hot Lists. User has visibility off all Hotlists independent of the Owner. |
| Mercury – Hide Daxtra Search | Hides the ‘Search’ control from the ribbon menu for the user. |
| Mercury - LinkedIn Admin | LinkedIn - permission for a Mercury Administrator |
| Mercury - LinkedIn Recruiter | LinkedIn - permission for a standard Recruiter |
| Mercury - Mercury Account Form | Mercury - Mercury Account Form |
| Mercury - Mercury Contact Form | Mercury - Mercury Contact Form |
| Mercury - Mercury Placement Form | Mercury - Mercury Placement Form |
| Mercury - Mercury Vacancy Form | Mercury - Mercury Vacancy Form |
| Mercury - Merge Record | User has access to Merge button on duplicate detection. |
| Mercury - Placement Validation | NEW v29 - User can use the new Placement Validation functionality. (apply at parent team level for all users) |
| Mercury - Prototype App | Mercury - Prototype App |
| Mercury - Public API - Job Robotix | Mercury - Public API - Job Robotix |
| Mercury - Recruiter UI | Mercury - Recruiter UI |
| Mercury - Report Template Editor | User has full access to the placement paperwork templates. Full CRUD access to Report templates and supporting entities. |
| Mercury - Search 2.0 | Mercury - Search 2.0 |
| Mercury - Shortlist AI User | User permission as part of the AI Essentials product |
| Mercury - Show Non-Mercury Dashboards | Mercury - Show Non-Mercury Dashboards |
| Mercury - SMS Originator Admin | Mercury - SMS Originator Admin |
| Mercury - Summary AI User | User permission as part of the AI Essentials product |
| Mercury - Super User | Mercury Access - Mercury System Administrator. Gives full access to Recruit and Supporting administrative entities. |
| Mercury - Tablet User | User can access Mercury from the Microsoft Dynamics App on a Phone or Tablet |
| Mercury - UCI App Super User | Mercury System Administrator - Access to Mercury Admin App. Gives access to the Mercury Super User App. |
| Mercury - UCI App User | All users standard - Access to the Mercury Recruiter App |
| Mercury - Vacancy AI User | Mercury - Vacancy AI User |
| Mercury xRM - Apply Email Limit Definitions | Mercury xRM - Apply Email Limit Definitions |
| Mercury xRM – Create Compliance Group | Gives Create permissions to the ‘Compliance Group’ entity only |
| Mercury xRM - Finance Admin | User has full access to the following options lists: Financial Transactions, Invoice Instructions, Payment Terms, Rate Frequencies, Rate Types & Tax Codes. Grants predominantly CRUD access to Financial entities, restrict delete on Tax and Rate entities. |
| Mercury xRM – Placement Approval | Grants access to Create Approvals and Steps, is required for users that are marked as approvers for Placements. |
| Mercury xRM - Preview | All users standard |
| Mercury xRM - Recruiter | Mercury Access - Standard Recruiter Licence |
| Mercury xRM – Recruiter Lite | Read only access to all Working Entities. |
| Mercury xRM - Recruiter w/o Client Create | Same as Recruiter Role but without ability to create a new client. Basic User access for all Recruiters, gives access to ALL working entities but restricts the access to create new Clients. |
| Mercury xRM – Sales Co-Ordinator | Gives access to Over-ride pricing if Sales is used as a bolt-on module, along with standard recruiter role entities. |
| Mercury xRM - Timesheet Admin | Candidate Portal or Timesheet integration solution - User can create Timesheet and Expense templates. Gives Create/Update access to the ‘Timesheet’ and ‘Timesheet Template’ entities. |
| Mercury xRM - Timesheet User | Candidate Portal or Timesheet integration solution - User has access to the Timesheet and Expenses tab on Placements. Gives Create/Update to the ‘Timesheet’ entity with Read only access to all other entities. |
| Field Security Profiles | |
| Profile Name | Purpose |
| Bank Account – View Only | Allows user to view full bank account details but not edit |
| Bank Account – Edit | Allows user to view/edit bank Account details |
| Broadbean | Gives user Broadbean access |
| Broadbean Admin | Gives access to administer Broadbean Passwords |
| Client – Credit Check Comments | Gives full Read/Write/Update access to Credit Check Comments |
| Client Credit Information – Read | Read only access to Credit Hold, Limit, Rating and Credit Check Comments |
| Client Credit Information – Write | Read/Write/Update only access to Credit Hold, Limit, Rating and Credit Check Comments |
| Contact Diversity Information | Gives full access to Gender/Birthday and Ethnicity information on the Contact record |
| Fees – Can Adjust Financial State | Gives the user Read/Write permissions to the ‘Financial State’ of the Fee record |
| Fees – Can Read Financial State | Gives the user Read permissions to the ‘Financial State’ of the Fee record |
| Placement Final Approval – Approver | Allows a user to provide Final Approval post-paperwork where the system is configured for this approval type |
| Placement Final Approval - View | Allows a user to read the final approval state of a Placement record. |
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Keywords: security roles, security profiles