MCA Suite has a number of system roles that alls Merchant Cash Advance funders and brokers to better manage their business operations while providing business partners to access their MCA Suite tenant. 



Below is a listing of our system users: 


User
Intended Use
What can this user do?

Administrator
Owner of the system
Full access to entire system (not including special user portals) and full user rights
Agent
Primary sub users of system; will performing most inputting, uploading and tracking duties.
Primary system user but with more restricted access:
- cannot access Admin, Report or Gateway tabs
- only allowed to view records with specific access permission granted
- cannot view Commissions tab inside deal
- can only delete attachments he/she has directly uploaded to a page
- special Agent Productivity dashboard on homepage, without full access to pipeline
- can only soft delete records. Admin will have final say if a page is purged
Manager
A step between Agent an Admin; sort of an Admin right-hand man role
Differs from Agent role in that:
- can view Reports tab
- canNOT view Deal Tracking
- not restriced by access permission on records. Managers and Admins can view all records in system
Team Leader
Broker role. Designed to be the leader of a specific sales and funding team. Duties similar to Agent.
Same rights as Agent, but cannot view DEAL TRACKING tab.
Chaser
Broker role. Designed to be the primary collector of documents before a deal is submitted to funders.
Same rights as Team Leaders, but cannot view SUBMISSIONS tab.
Telemarketer
Broker role. Very limited access to system. Primary responsibility is to create new apps and new leads.
Creates new leads and MCA Applications, and can track status progress of deals.
Merchant
Portal user. Log in tied to a specific Merchant Company, so merchant can view his/her deals and transaction history.
Can view current funded deals and export transaction history.
Investor
Portal user. Log in tied to specific Investor Companies, so syndicators can view their deals.
Can view current syndicated deals, withdrawal history, running collections and current capital balance, and export these details into makeshift reports.
Broker User
Portal user. Log in tied to a specific Broker Company AND Contact Person. Submits new MCA Applications directly to MCA Suite.
Ability to submit MCA Applications and supporting documents directly to MCA Suite, as well as tracking status of applications (if they become deals).

**Broker Users can ONLY view the apps they have submitted.
Broker Admin
Portal user. Log in tied to a specific Broker Company AND Contact Person. Submits new MCA Applications, and views Apps submitted by others users in the same Broker Company.
Ability to submit MCA Applications and supporting documents directly to MCA Suite, as well as tracking status of applications (if they become deals).

**Broker Admins can view all apps submitted by other Broker Users tied to the same Broker Company.


Here are a few related articles on user roles:


  1. What is a Broker User? 
  2. What is an Investor User?
  3. What is a Merchant User?