What does the Admin Account do?

Each Title Company should have at least one Admin Account. An admin is a Title Rep account that has been given admin rights.

 

Admin Account Types can perform the following:

  • View all clients in the app, their analytics, activities and edit their profile details (as opposed to only the clients assigned to that particular Title Rep)

  • Manage Title Reps

  • View all Title Reps

  • Reassign Title Reps to different offices

  • View the client activity of specific Title Reps

  • Edit Title Rep profiles and reset passwords

  • Default Office for anonymous quotes on the widget and app

  • Set the email address from which anonymous quotes are sent from

  • View Captured Leads

  • View and export captured leads from anonymous users who supplied their email address

  • Can quote in any region the client is set up for, regardless of the office assignment

To do the following, please contact support@titlecapture.com and we will take care of these for you:

  • Add or remove Title Reps

  • Add or remove Offices, States, or Pricing Tables

  • Add or change Logo and Branding Colors

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