---
title: "Edit Client Details and/or Deactivate Clients"
description: "Keeping your client list organized is easy! From your admin dashboard, you can view, sort, and group clients based on their activity or assigned rep."
url: https://help.titlecapture.com/en/articles/139-edit-client-details-andor-deactivate-clients
collection: "Account Management (Admin)"
updated: 2026-10-09
language: en
---

# Edit Client Details and/or Deactivate Clients

Keeping your client list organized is easy! From your admin dashboard, you can view, sort, and group clients based on their activity or assigned rep.

### 🎥 **Watch the Video Walkthrough**

### 📖 Written Step-by-Step Guide

Follow these steps to organize and edit your client's information, or remove clients from the app.

1\. [Login to your TitleCapture account.](https://help.titlecapture.com/en/articles/16-logging-into-your-account.md)

2.  Click on the "Clients" tab at the left column of the screen.  

![](https://staticfiles.gleap.io/gattachments/LDkFHGePJS7tDKAaUYx1lA4QtKhblufWppe1GMr5qBBcGtih5Wm0ZldFtWCdrtKbUNn1opRvf2a.png)

3\. Look for the name of the client whose data you want to organize and click on the three dots to the right of the "**Signed Up**" column. 

![](https://staticfiles.gleap.io/gattachments/Y4KXvXJ5DieaWaFwDDCO6mWalp97ZQx3rCSLixe25zGeGfRMqWWeDa93WUpo7kxqZJvFCRANjTk.png)

### Organizing and Editing Clients:

1\. Click on the three dots, then click on "**Edit Client**" to:

-   organize your client's information and user type (realtor, lender, or consumer)
    
-   re-assign them to a different office (please note that the client will be notified upon the change in office assignment - please see 2nd image below)
    
-   re-assign them to a different title representative (please note that the client will be notified upon the change in title representative assignment - please see 2nd image below)
    

2\. Click the "**Update**" button to save your changes.  

![](https://staticfiles.gleap.io/gattachments/zOnXusx4H0rzXhlvW5SpHTqv2S53HZ6czcWSCV8X8us5STnlbxwDgogtNh8TCLL4IPVPz7qT14O.png)

### Removing/Deactivating and Reactivating Clients:

1. Click on the three dots then click on **Deactivate Client** to disable a client's access on the app.   

![](https://desk.zoho.com/galleryDocuments/edbsnda577574289d55451214f3cb486d4cf4d4946257ea94560303cb52617ca8146d5cd4d869bb2b1ed3b96e8b6a3141f6fd?inline=true)

![](https://staticfiles.gleap.io/gattachments/TKC2UKrGBH0JMtX3i5nTk4vY96sEpfjMzD6JyjBOtV0b2maVmCvVvzBmDFP4S1sJEgYOlZtU7SQ.png)

![](https://desk.zoho.com/galleryDocuments/edbsne79708f38c92c32efcfc56f9870ed9143b0954d6ac7029a88d4cd40cf6e471caa3ade8612c94b647099629df8fec355e?inline=true)

2\. After a client has been deactivated, you can easily restore their access by navigating to the **Deactivated** Tab.

3\. Within the Deactivated Tab, click on the three dots, then select "**Reactivate Client**" to restore their login privileges.

![](https://desk.zoho.com/galleryDocuments/edbsne79708f38c92c32efcfc56f9870ed9146c07595a06f261de6c02dde0f3a06c6a648cc71a29bbef7c6d4349a000888f83?inline=true)

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**_You might also be interested in these related articles:_**

📄[Managing Client Invitations: New Features Now Available](https://help.titlecapture.com/en/articles/47-easier-client-invitation-management-see-new-features.md)

📄[Inviting Clients](https://help.titlecapture.com/en/articles/3-inviting-clients.md)

📄[Viewing and Managing Client Data & Usage](https://help.titlecapture.com/en/articles/88-view-and-manage-your-client-profile.md)

📄[Enabling Threshold  "Big Deal" Notifications](https://help.titlecapture.com/en/articles/45-enabling-threshold-big-deal-notifications.md)

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If you need further assistance, please send us an email at [support@titlecapture.com](mailto:support@titlecapture.com). We are more than happy to help!