The homepage is your central anchor point in Mercury. From here, you can jump directly to your most important tasks and areas. In this article, we provide a complete overview of all elements on the homepage and in the main navigation, which is always available to you.
Important Note: Mercury is a role-based system. This means that depending on your assigned permissions, you may not see all the elements described here. What is displayed to you is tailored precisely to your tasks.
The Main Navigation Bar – Your Constant Companion
At the very top of the screen, you will find the main navigation. It is visible on every page in Mercury and gives you access to global functions. From left to right, you will find:
- Mercury Logo: A click on the logo will always take you back to the homepage from anywhere.
- Global Search: In this field (identifiable by the magnifying glass icon), you can search the entire system. Clicking on the field or the displayed keyboard shortcut opens the search.
- Tasks (Checkbox Icon): If you have the permission for it, this icon leads you directly to your personal task overview. Here you can see, for example, pending approvals or billings. If you do not have task permissions, this icon will not be displayed.
- Globe Icon: Here you can set the language of the user interface (e.g., German, English, Spanish).
- Question Mark Icon: This button takes you directly to our Knowledge Base – exactly where you are reading this article right now!
- Bell Icon: A click on the bell opens a sidebar with the latest updates, tips, and tricks from the MMT customer team. It's the same content as in the "What's New?" tile, except you remain on the current page.
- Main Menu (Icon with three lines): This is your main menu. The contents here are highly dependent on your permissions. Here you can, for example, manage users, set up data integrations, or maintain master data. At the very bottom of the main menu, you will always find the Logout button. If you have almost no permissions, you will only see the "Categories" item (back to the homepage) and "Logout".
The Content Area of the Homepage – Your Dashboard
Below the main navigation, you will find the actual content of the homepage, which is divided into several sections.
The Three Quick Access Tiles
Three turquoise buttons (tiles) are immediately visible, leading you to central areas:
- Your Tasks: A click here opens your personal task overview.
Note: The tile is only active if you have the permission to access tasks. - Reporting Center: Directs you to the reporting area, where you can view all data for the campaigns you have access to.
Note: The tile is only active if the Reporting Center is enabled for your tenant and you have the permission to access it. - What's New?: Takes you to a dedicated page where all news, updates, and guides about Mercury from the customer team are published.
Recently Viewed Campaigns
Below the three tiles, you will see a list of the campaigns you have recently worked on. A click on an entry in this list takes you directly to the corresponding campaign – a quick way to continue your work.
The Category View
On the right side of the homepage, you will see the category structure. The same rule applies here: You only see the categories for which you have access permission.
- Navigation: By clicking the "greater-than sign" (>) next to a category name, you expand the level and see the respective subcategories. This allows you to navigate through the entire structure.
- Editing: If you have editing rights for a category, you will see a gear icon next to its name. A click on it takes you to the settings for that category. Without this permission, you will only see the name.