If you need to add a colleague or team member to your Merion client account — so they can access the portal, refer accounts, or receive reporting — the process is straightforward.
How to add a user:
- Contact us using the details on this website, or through your existing client contact at Merion.
- Provide the new user's full name, email address, and the level of access they should have — for example, read-only access to view the portal, or full access to submit referrals and request reports.
- We will set up their account and send them an invitation to create a password and log in.
Managing access levels: Not every team member needs the same level of access. A finance manager may need full reporting access; a credit controller may need to submit referrals; an executive may need read-only visibility. Let us know what is appropriate for each person and we will set it up accordingly.
Removing a user: If a team member leaves your organisation or no longer needs access, please let us know promptly so we can deactivate their credentials. Keeping access lists up to date is an important part of account security.
For any access management questions, contact your Merion client contact directly.
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