User Administration

Setup and management of MCA Suite users and teams

What should I do if I cannot remember my password?
You can reset your password from the log-in screen. Simply click the "Recover it here" link after the "Did you forget your password?" pr...
Mon, 28 Sep, 2015 at 5:26 PM
What is a Broker User?
The Broker User role grants a broker you work with limited access to your system so the broker may submit deals to you through ...
Tue, 13 Sep, 2016 at 9:16 AM
How do I change my password?
 To change your password, click on the "MY ACCOUNT" link on the top of the page. You'll be asked to enter your current password and a new pas...
Thu, 29 Jun, 2017 at 4:55 PM
How long before I am logged out of my account due to inactivity?
MCA Suite logs users out due to inactivity after 2 hours. Make sure to save your information periodically in case you are spending a lot of time on one page...
Mon, 28 Sep, 2015 at 4:54 PM
How Do I Set Up Teams?
 MCA Suite allows you to set up "Teams" to help better manage your access permission and security at the "Contact" and "Deal"...
Wed, 9 Aug, 2017 at 4:08 PM
How do I unlock my account (Agent, non-Admin)?
When you fail a login 5 times, your account will be locked.  You will then need to contact your admin to have them unlock it through the admin panel.  ...
Thu, 21 Jan, 2016 at 10:22 AM
How do I unlock a user account (Administrator)?
If a user account has been locked after too many failed log-in attempts, an ADMINISTRATOR  can unlock it from the Admin panel. First, go to the Admi...
Mon, 28 Sep, 2015 at 5:48 PM
How can I set up Investor Users to view syndicated deals?
You can create an account on your MCA Suite instance for your investor for him/her to login and view his/her investment. 1) To start, make sure the your In...
Fri, 3 Feb, 2017 at 11:30 AM
Can my investors log into MCA Suite to view their deals?
  Yes, we allow you to create users for your Investors, tied to specific Investor Companies in your system. Investors will log into your MCA Su...
Thu, 3 Dec, 2015 at 11:51 PM
How do Team Permissions work?
MCA Suite includes a team feature to help manage your teams, agents and related deals. See How do I set up teams? for more information.  ...
Wed, 12 Oct, 2016 at 2:27 PM