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 the switcher at the top left and choose Create or join. A workspace holds your members, tasks, pipelines, agreements and billing, with a chat and voice rooms for the team.
In your workspace, open Members and add people: add someone directly, send an invite by email, share a link, or send an offer. Set their role 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, so you can hand someone one capability, such as managing channels, without making them 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 Agreements in your workspace, pick or create an agreement, fill any blanks, and send. Outside signers can sign through a secure link without an account.
The signing flow records what US ESIGN and UETA require: consent, who signed, when, and a frozen copy of what was signed, with an audit certificate on the PDF. This is not legal advice.
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 pipelines with your own fields and stages, capture leads through public forms, and view records as a list, a board or a sheet. 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
Payslips are built from recorded hours each pay cycle. Review the draft, email it as a PDF, and mark it paid once you have paid the person. Billing shows what is paid and what is not.
Your workspace
Sections down the side: Ops, Tasks & Goals, Pipelines, Campaigns, Members, Clients, Billing, Agreements, Roles, Activity and Admin. Each person sees the sections their role allows.
A live view of an active team: who is checked in, which status each person is in, and how long they have been in it.
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.
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