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How to Add A New Rep into MCA Pilot

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Written by Victor Fteha

To add a new rep:

  1. In MCA Pilot, go to Settings > Workspace

  2. Click the green "Manage Subscription" button, enter your billing email that you initially signed up with, verify with code

  3. Increase the number of seats and update subscription

  4. After ~5 seconds, the "New User" button will show up on the top right of the Team Members table - click it

  5. Enter new rep's email, name, and optionally enter their Form ID in the "Unique App ID" field

And that's it.

If you ever need to delete a user, just hover your mouse over them and click the "Delete" button.

You'll see an available seat show up after 5 seconds and then you'll be able to add a new rep.

For seat billing changes, refunds when you lower seats, and the Customer Portal path, see How to change seats and update your subscription. For the full rep setup path covering seats, deal visibility, submit permissions, and sender access, see How to Set Up Rep Access, Manager Visibility, and Sender Permissions.

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