Getting started

Signing in

mcamgr is passwordless. Enter your work email and we'll send a one-time link. After signing in you land on your default page - set this under your profile (top-right of the app).

The deal pipeline

Deals move through an 11-status pipeline (from received, through underwriting, approved and contracts, to funded; declined and dead on the side) that admins can rename and extend under Settings → Catalogs. Open Pipeline to see every submission as a card grouped by status and drag it forward, or open a Deal to work it directly. New deals land on the pipeline the moment they are created.

Where to next

Admins setting up a new company: Setting up your company. Everyone else: Deals & pipeline.

Roles & permissions

Access is controlled by your Permission Profile - a set of fine-grained flags attached to your role (Admin, Operator, Merchant, ISO, Syndicator, Referrer). Admins manage users, teams, and profiles under Users.

Tailoring your menu

Under your profile you can reorder the top navigation, pin the items you use most, hide the rest behind a More menu, and choose your default landing page.

Can’t find what you need? Return to the app or contact your administrator.