Demo preview
View as
Admin
Operator
Merchant
ISO / broker
Syndicator / investor
Commission Rep
You are viewing a read-only demo of MCA Manager with sample data.
Start interactive sandbox
Set up your company
MCA Manager
Dashboard
My Work
Deals
Pipeline
Leads
Renewals
Merchants
People
ISOs
Commission Reps
Syndicators
Funders
Finance
Tasks
Intake
Emails
E-Sign
CRM
Reports
Insights
Investments
Notifications
History
Users
Settings
Menu
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read-only
Users & Teams
Syndicator default
Syndicator · 0 users · Active
0 of 138 granted
Global
Read-only (blocks all changes)
General
Can edit company settings
Can view users and teams
Can edit users permissions
Can edit advances
Can access syndicator profit forecast
Can access company profit forecast
Can edit pipelines
Can edit credit policy
Can edit company stips
Can modify ISOs and lenders
Can edit ISO and lender bank accounts
Can access ISO list
Can access ISO
Can access lender list
Can view ISO
Can view lender
Can search merchant and ISO contacts
Can create merchant users
Can assign entities
Can view entity ID
Access only to assigned entities granted
Access to emails granted
Can delete advance submissions
Can create public saved reports
Can view advances
Can view merchants
Can create advances
Can edit advance participation
Can edit submissions
Can download documents
Can download letters
Can edit active advances
Can view commissions and fees
Can manage ACH origination
Can manage application forms
Can run payouts
Can manage tax forms
Can manage funder profiles
Can run sanctions screening
Can adjudicate sanctions
Can access bulk actions
Lead restriction view list
Lead restriction view item
Lead restriction edit item
Can submit applications
Can activate advances
Can bulk upload merchants
Can delete merchant bulk upload activities
Can delete only own merchant bulk upload activities
Can import migration data
Can view credit policy
Can access dashboard
Can access profit forecast
Can access ledger
Can access accounting
Can view dashboard
Can create leads
Can view leads
Can view all leads
Can edit all leads
Can request additional funds
Can request payoff letter
Can request balance letter
Can upload and download documents
Can access contact center
Can access LOC merchant portal
Can access OM merchant portal
Can change do not disturb
Power BI reporting enabled
Can export Power BI reports
Can send for signature
Can manage signature templates
Can void signature requests
Can finalize partner statements
Can edit merchant bank accounts
Can view merchant bank details
Can record refunds
Can manage pricing labels
Can view assigned ISOs
Can view assigned advances
Can view assigned merchants
Can view assigned documents
Can create ISOs
Can edit ISOs
Can edit lenders
Can edit ISO commission rules
Can edit ISO commission classes
Can delete ISOs
Can send ISO agreements
Can send merchant contracts
Can resend signature requests
Admin / staff
Admin can add payments
Admin can edit payments
Admin can edit merchant user announcements
Admin default merchant view tab submission
Admin can create and delete stips
Admin can add documents to pending stips
Admin can change stip status to under review
Admin can change stip status to completed
Admin can change stip status to waived
Admin can access contact center
Admin can create new document types
Admin can discard tasks
Admin can access LOC merchant portal
Admin can access OM merchant portal
Admin can edit tags
Admin can merge merchants
Operator
Operator can edit merchant user announcements
Operator default merchant view tab submission
Operator can create and delete stips
Operator can add documents to pending stips
Operator can change stip status to under review
Operator can change stip status to completed
Operator can change stip status to waived
Operator can access contact center
Operator can discard tasks
Operator can access LOC merchant portal
Operator can access OM merchant portal
Operator can create new document types
Operator can view payments
Operator can view bounced payments
Operator can edit tags
Operator advance view actions restrictions
Operator can add payments
Operator can edit payments
Operator can merge merchants
API access
Admin API can access app
Admin API can access partner app
Admin API can access webhooks
Admin API can access ISO feed
Admin API can access lender to ISO feed
Admin API can access syndicator feed
Admin API can access lender feed
Admin API can access lead API
ISO portal
ISO can view payments
Commission Rep portal
Commission rep can view their portal dashboard (their deals and earnings)
Commission rep can view payments on the deals they earn on