Directory

Manage people and companies in your project.

Written By Patrick

Last updated 3 months ago

Use the directory in Mercury as a shared place to view all contracts on the project. It is accessible from Desktop or Mobile.

Invite User

Admin Permissions Required for the Directory Tool

Access to Mercury and the projects within are controlled by the project directory. Contacts are shared across all projects (company directory), so make sure the person you’re adding does not already exist in Mercury before adding them to your project. Only people getting added to Mercury for the first time will get a notification. Past users will log in and see an additional project without the need for an emailed link.

  1. From the Project, Select Directory

  2. Under the Users tab select Add User

  3. Select an existing user or type their email address.

  4. Select a Permissions Role

  5. Add user

*You will find a Red Call out that says “Pending Invite” next to users who have not accepted their invitation.

Export Directory

Use the three dots in the upper right and select export. This will send a excel (.csv) file to downloads.

Edit User Info

Below is a table of where user info can be edited (after created). Title, Phone, and Role can be unique to each project. Email is the primary identifier and cannot be edited after the use has been created. Admin permission required to make changes at the Company and Project levels.

User Name

Phone

Title

Project Role

Company Name

Company Level*

YES

YES

YES

NO

YES

Project Level*

YES

NO

YES

YES

NO

User Profile

YES

YES

YES

NO

NO

Data Direction

Bi-Directional

Comp→Proj

Comp→Proj

Project Only

Comp→Proj

Create/View Groups

Admin Permissions Required for the Directory Tool

Keep groups of contacts for quick distribution of documents that include that the correct key players.

  1. From the Directory tool select the Group tab

  2. Add Group and give it a name and description

  3. Choose from existing contacts.

    *Just click on the “number of Members box to see who is in the group without editing it.

Add Companies to Project

Admin Permissions Required for the Directory Tool

  1. From the Directory go to the Companies tab.

  2. Select Add Company - If the Company is not on the list keep reading.

Keeping directories clean is seemingly impossible. We uploaded over 3,000 companies to Mercury to kick things off to try and avoid the initial users doing all the data entry AND duplicating entries. Those vendors were those prequalified with us at that time (February 2025). As of this article being written, we are asking Andersen Employees to contact helpdesk to add new vendors to avoid a future mess of PCI, P.C.I, Performance Contracting, and Performance Contracting Inc all being in the directory.

*Andersen Employees can fill out this form to get new companies added: Mercury New Company Request

Scope

Admin Permissions Required for the Directory Tool

When a Company is added to a project, you are able to add their scope. The scope field is searchable just like the company name for when you know it’s the plumber, but not which one. You may also add the same company multiple times to the same project and assign them different scopes. EX - McKinstry (Fire Protection) and McKinstry (Metal Panel).

*Scope information only lives at the project level and therefore can be different from project to project. To edit after the initial addition of the company, use the 3 dots on the far right.

Roles

Admin Permissions Required for the Directory Tool

The Roles Tab is where you can create permissions roles at the project level. Standard come with every project, but if you can create something unique to your project. Check out the Permissions article to learn more.

Good to Know

  • Check out the Logging In article to see what the email invitation will look like.

  • If someone lost thier invite, email them the link to mercurybuild.com and select Get Started.