Clear answers for every MercuryReach task.

Search for what you want to do. Each guide tells you who can complete the task, what you will finish, and every step in plain language.

39 step-by-step guidesMarked-up screenshots use example information only

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10 guides

Sign in and sign out
Use the personal account your workspace administrator created, then leave it securely when you finish.
You will finish: You are signed in to the correct workspace and know how to sign out when your work is finished.
Who can do this: AnyoneAbout 4 minutes
Reset a forgotten password
Request a one-time reset link, choose a new password, and return to sign-in without sharing account secrets.
You will finish: Your old password no longer works, your new password is ready, and other signed-in browsers must sign in again.
Who can do this: AnyoneAbout 7 minutes
Verify sign-in with an email code
Complete sign-in with the six-digit code sent to your account email when email verification is on or required.
You will finish: Your newest verification code is accepted and the correct MercuryReach workspace opens.
Who can do this: AnyoneAbout 5 minutes
Update your profile and sign-in email
Change your displayed name or confirm a new email address for sign-in and account recovery.
You will finish: Your profile name is current and, when requested, your confirmed new email becomes the address used to sign in.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 9 minutes
Change your password and manage email verification
Update your current password or choose whether your personal sign-in requires a six-digit email code.
You will finish: Your password and personal email-verification state match your security needs, and other browser sessions are closed.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 10 minutes
Find your way around MercuryReach
Learn what the main menu, workspace name, page actions, and Account and view control do.
You will finish: You can move between pages, confirm your workspace, and return to the Dashboard without losing your place.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 6 minutes
Understand roles and permissions
Understand standard customer roles, approved custom permissions, property scope, and add-on gates.
You will finish: You know which tasks belong to your role and who can approve work you cannot perform.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 7 minutes
Complete the getting-started checklist
Follow the first-run lane and the full checklist from sender details through the first carefully reviewed notice.
You will finish: Your workspace has the sender, property, residents, delivery setup, language review, and first-notice evidence required for daily use.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 20 minutes
Keep your account and resident information secure
Use safe sign-in, screen, export, and support habits every day.
You will finish: You can use MercuryReach without exposing passwords or resident information.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 6 minutes
Verify the correct workspace before you work
Confirm the organization shown in MercuryReach before you view, change, export, or send anything.
You will finish: You work only in the organization shown for your account and stop safely if it is not the one you expected.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 3 minutes

Set up your workspace

Configure company details, branding, people, properties, billing, and optional features.

9 guides

Set up company details
Review the organization name, contact details, time zone, and messaging defaults used by your workspace.
You will finish: Your workspace uses approved company information and the correct local time zone.
Who can do this: Owner AdminAbout 8 minutes
Set up your logo and message branding
Add an approved logo URL, colors, and sender details, then check the workspace display before using them.
You will finish: Approved branding is saved and remains readable in the preview.
Who can do this: Owner AdminAbout 10 minutes
Add, change, and turn off team members
Give each coworker a separate account with the smallest role needed for their job.
You will finish: The right people have individual, active accounts with appropriate roles and property access.
Who can do this: Owner AdminAbout 9 minutes
Require workspace email verification
Require every workspace user to enter a six-digit email code after their password and understand the immediate sign-out effect.
You will finish: The workspace requirement shows the approved Required or Optional state, and affected users know how to complete their next sign-in.
Who can do this: Owner AdminAbout 8 minutes
Customize team role permissions
Choose the exact tasks available to every Property Manager, Staff User, or Read-only User in your workspace.
You will finish: Each subordinate role has the smallest approved set of tasks, and affected users receive the change on their next page request.
Who can do this: Owner AdminAbout 10 minutes
Create, edit, and delete properties safely
Add accurate property records, update their identifying details, and delete a property only after reviewing the permanent effect.
You will finish: The property has clear identifying details and is not duplicated; any deletion is deliberate and approved.
Who can do this: Owner Admin, Property ManagerAbout 8 minutes
Work within your assigned properties
Understand how property assignments limit the contacts, campaigns, and records a Property Manager can use.
You will finish: You confirm your approved property scope and stop safely when work falls outside it.
Who can do this: Property ManagerAbout 5 minutes
Review billing, plan access, and add-ons
Review subscription status, usage, and optional features, then use only the billing actions currently available to your account.
You will finish: You understand the current plan and use the supported payment, billing-contact, or support path when a change is needed.
Who can do this: Owner AdminAbout 9 minutes
Create and revoke an MCP access token
Connect a trusted MCP client with a see-once personal token, then revoke the connection when it is no longer approved.
You will finish: A trusted client uses a time-limited personal token with your current MercuryReach access, or the token is revoked and can no longer connect.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 10 minutes

Contacts and groups

Maintain accurate residents, consent, imports, properties, and reusable audiences.

4 guides

Add, find, edit, and archive contacts
Maintain one accurate resident record without creating duplicates or changing consent by mistake.
You will finish: The contact has one accurate record, the correct property, and a clearly understood status.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 9 minutes
Import contacts from a CSV file
Prepare, preview, validate, and import an approved contact file without exposing or duplicating resident data.
You will finish: An approved CSV is mapped deliberately, checked for repeat-import and roster effects, and imported once.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 15 minutes
Record consent, channel preferences, and opt-outs
Keep text and voice eligibility accurate and honor a resident's communication choices promptly.
You will finish: Each communication channel reflects verified consent and opt-out information with an appropriate record of the change.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 8 minutes
Create and manage saved lists
Build a reusable saved list by choosing a property and the individual contacts who belong in it.
You will finish: The saved list has a clear purpose and contains only the contacts selected for it.
Who can do this: Owner Admin, Property ManagerAbout 9 minutes

Messages and campaigns

Prepare, review, send, schedule, monitor, reply, translate, and resolve delivery work.

8 guides

Create and manage message templates
Save approved text and call wording for reuse, and use supported placeholders exactly as shown.
You will finish: A clearly named saved message contains approved text and call wording with supported placeholders copied exactly.
Who can do this: Owner Admin, Property ManagerAbout 10 minutes
Create a resident communication campaign
Choose a clear purpose, approved channels, correct audience, and reviewed message without sending yet.
You will finish: A complete notice is ready for final recipient and message review without being submitted yet.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 12 minutes
Review and send a campaign safely
Perform the final audience, consent, content, timing, and approval checks before the irreversible send action.
You will finish: The approved campaign is sent once to the intended eligible audience, or safely stopped when a check fails.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 10 minutes
Schedule, pause, resume, cancel, or repeat a campaign
Set future timing in the correct time zone and review pending work before changing it.
You will finish: The campaign has one intended schedule, and any change is verified before its execution time.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 10 minutes
Review campaign history and delivery results
Read campaign status, report totals, channel outcomes, and recipient-level results without guessing what happened.
You will finish: You can explain the campaign outcome and route unresolved records to the right follow-up.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 8 minutes
Read and reply in the Inbox
Use the Inbox to review resident conversations and, when your current permissions allow, send one approved reply.
You will finish: You understand the correct conversation and queue. Users with Inbox reply permission can answer once and move finished work to Done; users with view-only access leave it unchanged.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 9 minutes
Resolve items in the Fix queue
Correct or reconcile contact and delivery problems one record at a time without changing consent or retrying blindly.
You will finish: The underlying issue is corrected, reconciled, assigned, or escalated with no automatic or duplicate resend.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 8 minutes
Use translation and voice messaging
Preview optional translated and spoken versions before including them in a campaign.
You will finish: Every enabled language and voice version accurately communicates the approved meaning.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 10 minutes

Records, privacy, and support

Use reports safely, protect data, get help, and troubleshoot common problems.

8 guides

Use the Dashboard to plan your work
Read workspace health, current activity, and shortcuts without treating a summary card as a final report.
You will finish: You identify work that needs attention and open its source page for details.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 5 minutes
Review the audit log
Find who changed or sent something, when it happened, and which record was affected.
You will finish: You locate an activity record and preserve enough context for an operational or support review.
Who can do this: Owner AdminAbout 7 minutes
Open and follow a Help Desk ticket
Describe a problem clearly, attach only safe information, and track the response in one place.
You will finish: Support receives a reproducible report without passwords, payment details, or unnecessary resident information.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 8 minutes
Send product feedback
Share an idea or usability problem with enough context to evaluate it safely.
You will finish: The product team receives one clear observation, its impact, and a safe example.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 6 minutes
Use the resident preferences page
Understand how a resident uses a secure preference link and what staff should verify afterward.
You will finish: A resident updates available communication preferences through their own secure link, and staff can verify the resulting status.
Who can do this: AnyoneAbout 5 minutes
Export approved contacts or billing records
Download only the data you are authorized to use and protect it after it leaves MercuryReach.
You will finish: The smallest approved dataset is exported, verified, stored safely, and removed when no longer needed.
Who can do this: Owner Admin, Property Manager, Staff User, Read OnlyAbout 7 minutes
Use a Read-only User account
Use only the review or other tasks granted by your workspace's standard or approved custom Read-only User policy.
You will finish: You stay within the current Read-only User policy, record accurate context, and request any missing task without a permission workaround.
Who can do this: Read OnlyAbout 5 minutes
Troubleshoot a message that was not delivered
Use campaign status, consent, contact details, and failure reasons to diagnose one delivery safely.
You will finish: You identify the recorded text or call outcome and take the narrowest safe correction, follow-up, or escalation action.
Who can do this: Owner Admin, Property Manager, Staff UserAbout 9 minutes

MercuryReach guide directory