User Administration

Setup and management of MCA Suite users and teams

How do I view my employees activities?
MCA Suite logs major activities which you may have seen in Contact History or Deal History at the bottom of each page.  As an Administrator of the system...
Wed, 3 Jan, 2018 at 11:19 AM
How do I setup a personal Email Signature?
You can setup your own email signature in your account profile.  Navigate to your profile page by clicking on the upper right user name link and select &...
Wed, 21 Mar, 2018 at 11:36 AM
How to view login history?
As an administrator, you have the ability to view the login history for the last 90 days.  You can also filter by user to be more specific. Navigate ...
Wed, 18 Apr, 2018 at 1:51 PM
What are the different MCA Suite system user roles?
MCA Suite has a number of system roles that allow Merchant Cash Advance funders and brokers to better manage their business operations, while providing part...
Tue, 26 Jan, 2021 at 11:46 AM
How Do I set up a Merchant User?
You can create an account on your MCA Suite instance for your merchants to be able to log in and view their current funded deals and balances. 1) To start...
Mon, 15 Oct, 2018 at 3:54 PM
How do I delete a user?
If you are an Admin in MCA Suite, you can delete users from your system.  To delete users: 1. Navigate to the Admin User screen 2. Search and selec...
Mon, 14 Jan, 2019 at 11:27 AM