Please send an email to [email protected] and provide the name and email of the user you need to set up.
In your request please outline the following:
Should they be made an admin user?
Should their account be private or visible to your clients?
Would you like them assigned to the order title feature? This will make it so that they are notified when one of their assigned clients places an order directly into the TitleCapture platform.
Or you can view this guide Adding & Inviting New Team Members (Title Reps)
If you have any questions or need additional help, please reach out to us at [email protected]. We’re always happy to assist.