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Account Management (Admin)

Manage users, branches, permissions, notifications, and company settings.

What Can an Admin Account Do?

Assigning a team member to a Branch or Office

Inviting Clients

Viewing and Managing Client Data / Usage

Manually Adjusting Title Fees

How do I set up a new employee with TitleCapture credentials?

Adding & Inviting New Team Members (Title Reps)

Edit Client Details and/or Deactivate Clients

Enabling Threshold "Big Deal" Notifications

Disabling Team Members and Reassigning Clients to New Title Reps and Branches

Easier Client Invitation Management: See New Features!

Changing your Password

Editing Team Member Permissions

Managing & Tracking Leads

Update Your Company Address or Phone Number

Updating my logo displayed on the App

Sharing my app on Facebook, Twitter or LinkedIn

Setting Your Default Costs