Help Center

How can we help?

Answers, guides, and how MyVA works, end to end.

Getting started

MyVA is two products in one: a team you can hire, and the platform to run your own. Use it to hire and manage talent, sign contracts, run a CRM, and pay your team, all in one place.
Hire a managed team (we recruit, train, QA, and manage agents for you, platform included), or run your own (license the software and bring your own contractors). You can start with one and grow into the other.
Click Register at the top right and sign up with your email. A free tier is available with no card required.
After signing in, open Projects and create a new one. A project is your workspace: members, tasks, CRM apps, contracts, and the Command Center all live inside it.
Inside a project, open Members (or the Command Center), then invite by email or share an invite link. Set their role and permissions as you add them.

Hiring & workforce

Tell us what you need (outbound, support, ops, and more) and we recruit, train, QA, and manage the agents for you. The platform is included free.
Yes. On the self-serve path you add your own VAs, contractors, and external clients and manage them through the workforce hub.
Custom roles grant exactly the access each member needs. The permission pool lets you delegate specific capabilities without making someone a full admin.
Each contractor gets an engagement portal (OTP-gated) where they see their work, payslips, and documents without needing a full account.

Contracts & e-signatures

Open Workforce, then Agreements, pick or create an agreement, fill any blanks, and send. External signers can sign without an account.
Yes. E-signing is ESIGN / UETA compliant, with a tamper-evident audit certificate and a frozen content hash per signer.
Draft and pending agreements can be edited or deleted, and sent contracts can be cancelled before they are signed. Editing a template loads its existing content so you never start over.
The signed PDF shows the full ceremony: Sent, then Opened (with a view count), then Signed, alongside the audit certificate.

CRM & automation

Build apps with many field types, capture leads through public intake forms, and view records as a Kanban board or timeline. Import existing data with the CSV wizard.
Action Plans run on a schedule and fire steps such as tasks, emails, SMS, and notifications. For example, a drip campaign that runs every few minutes until the contact replies.
Yes. Share a public form link and submissions land in your CRM as new entries.

Payments & payslips

Generate payslips for your team and email them out. Locale-aware formatting handles currency and dates, and the Payments view tracks what has been paid.

Projects & Command Center

It is the navigation hub for a project's operations: Ops, Workforce, Campaigns, Tasks, Goals, War Room, Payments, Members, Roles, Activity, and Settings.
A live operational view (presence, signals, leaderboards) for managing an active team in real time.

Messaging & notifications

In the browser, open the inbox at the top-right corner: Notifications, Messages, and Settings. The project Feed is for team-wide posts.
Yes. Open the inbox, go to Settings, and toggle Mute notifications.

Account & settings

Open the top-right inbox and go to Settings. You can switch the app theme, set Performance mode (Low / Auto / High), and set your online status. Full account settings live on the Settings page.
Go to the Settings page to update your account email and password.

Desktop app

The Windows desktop app adds live presence, check-in, and a persistent rail for notifications and messages, which is handy for active agents.

Plans & billing

Yes, a free tier with no card required. Paid plans and managed-team pricing are on the pricing page.
ProjectsCommand palette: Ctrl / Cmd + K

Still need a hand?

Can't find it here? Our team will get you sorted.