MCA Suite has a number of system roles that allow Merchant Cash Advance funders and brokers to better manage their business operations, while providing partners access to their MCA Suite tenant.
Below is a listing of our system users:
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 perform most data 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
- 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||Can access everything an Admin can, except Admin tabs.|
|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 application.||Can only create new applications into the system. Access to the new application page only.|
|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: