| Mercury Roles | |
| 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 Power BI Analytics - User can add targets |
| 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 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 - 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 CRUD access to the ‘Dynamic Email Template’ entity. User can create or amend the Mercury Email Templates. Gives Read and Write access to the ‘Dynamics Email Template’ entity. User can amend the Mercury Email Templates. |
| 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 – Recruiter | Basic User access for all Recruiters, gives access to ALL working entities. |
| 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