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Everyone who uses NextLevel MCA needs a team member record in the workspace. You add people from Settings → Team → Members.
You need the Manage Team permission to add, edit or remove team members. Admins have it. Managers and reps don’t, unless an admin gives it to them.

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Add someone

1

Open Settings → Team → Members

The list shows everyone in the workspace with their role (Admin, Manager or Rep), whether they’re active, their email, their manager or rep count, and their commission %. The header shows how many of your plan’s seats are used.
2

Click Add member

The Add Team Member window opens on User Info.
3

Fill in their details

First Name and Email are required. Last Name and Phone are optional.
4

Choose a role

Pick Admin, Manager or Rep under Role. Rep is selected to start with. The line under the picker explains what each role can see. See Roles: admin, manager and rep.
5

Link them to a team (optional)

For a rep, choose their Manager. For a manager, choose the Reps they manage. See Setting a manager and their reps.
6

Set their Commission %

It starts at 10. This is their default share of the Lender Commission on deals they originate or close. See Setting a rep’s commission %.
7

Check their permissions (optional)

Click Permissions on the left. The MCA tab controls what they can do in NextLevel MCA and the CRM tab controls what they can do in your CRM. Both start from the defaults for the role you picked. To use a saved set, pick one under Apply Template and click Apply. See Permission templates.
8

Click Create User

They appear in the members list straight away.

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What happens next

  • They’re added to your CRM too. Creating a team member also creates a user for them in your CRM, with the CRM role that matches their role here: admins are CRM admins, and managers and reps are CRM users.
  • They open NextLevel MCA from the CRM. Once they can sign in to your CRM, they open NextLevel MCA from there and it signs them in as themselves. See Opening NextLevel MCA from your CRM.
  • They get a rep code. Each member gets a rep code, used for their personal application link. You can change it later: open the member’s ⋯ menu, click Edit and change Rep Code (letters and numbers only).
  • Mobile sign-in. To use the phone app, a member needs a mobile PIN. From the member’s ⋯ menu, Reset mobile PIN → Generate PIN creates one for you to share with them.

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Editing and removing members

  • Edit. Open the ⋯ menu on a member and click Edit. You can change their name, role, manager or reps, Commission %, Rep Code and permissions, then click Save. Their email can’t be changed here: it’s how they sign in to your CRM and to NextLevel MCA.
  • Changing someone’s role resets their permissions to the new role’s defaults. Check the Permissions tab before you save. The change reaches any session they already have open within a minute.
  • Remove. Open the ⋯ menu and click Remove, then confirm. They lose access to NextLevel MCA, including on a phone or tab they already had open (within a minute), and they’re removed from your CRM as well. Deals they worked on stay as they are. You can’t remove yourself. Removing a manager leaves their reps with no manager.

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Who becomes the first admin

When NextLevel MCA is first installed, nobody has to add the first person by hand:
  • If your CRM account has only one user, or only one admin, that person becomes the workspace’s admin automatically.
  • Otherwise, the first CRM admin who opens NextLevel MCA becomes its admin.
  • If neither applies, anyone else who opens it sees Almost ready, asking them to have a CRM admin of the account open NextLevel MCA first.
After that, the admin adds everyone else from Settings → Team → Members. Nobody is added just because they have a user in your CRM.

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Common problems

They have a user in your CRM but haven’t been added to NextLevel MCA. The screen says “You need to be added to this app by an administrator”. An admin needs to add them in Settings → Team → Members. They can then open the app again.
Your plan’s seats are all used. The message tells you how many users your plan allows. Remove someone who no longer needs access, or upgrade your plan. See Subscription and access.
Someone in the workspace already has that email. Each member needs their own email address.
You have View Team but not Manage Team. Ask an admin to add Manage Team to your permissions.
Team only shows for people with the View Team permission. Without View Settings, Settings shows just General (your mobile PIN), My mailbox and, where available, Notifications.