To securely access your Mercury business banking transactions, we'll need you to add us as a guest user on your account with view-only access. This lets us see your account activity and statements without the ability to make any changes or transactions. Setup takes about 10 minutes.

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1. Navigate to your profile menu in the top left corner of your dashboard
2. Click your org name, then select Users
3. Near the top of the Users page, click Invite
4. Enter the following info:
   • Name: Bench Bookkeeping
   • Email: thirdpartylogins+business.name@bench.co
   • Role:  Choose an existing role (something like accountant or bookkeeper) or create a custom role if needed
5. If admin approval is required for team invites, the request will be sent to your other admins. Once two admins approve, the invite will be sent
   • If this control is not enabled, the invite will be sent immediately
6. The invited team member will receive an email with a link to create their account

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Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

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Once you send the invitation, our team will receive and accept it — typically within one business day. You'll see Bench Accountant listed under your Account Managers once we've accepted. We'll only have view-level access and cannot make purchases, payments, or account changes.

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I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

Adding a team Member - Link

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