What Can an Admin Account Do?

What Can an Admin Account Do?

What Admins Can Do

Admins have access to features beyond those of a standard Title Rep. Here's what they can manage:

Client Management
  • View all clients in the app — not just those assigned to them
  • See detailed client analytics and activity
  • Edit client profiles

Team Management

  • View and manage all Title Reps
  • Add or remove Title Reps
  • Reassign Title Reps to different offices
  • View the activity of specific Title Reps
  • Edit Title Rep profiles and reset their passwords

System Settings

  • Set a default office for anonymous quotes submitted via the widget or app
  • Set the sender email address for anonymous quotes
  • View and export captured leads from anonymous users who submitted their email

Quoting Access

  • Generate quotes for any client, regardless of office or regional assignment

When to Contact TitleCapture Support

Some updates require assistance from our team. Please email support@titlecapture.com if you need help with any of the following:

Account & Configuration Help

Feature & Technical Support

Add or remove offices, states, or pricing tables

Fee updates or rate changes

Changes to your company branding or logos

Profile settings or password issues

Adding or removing clients or team members

Issues with user permissions

Adding or removing branches

Changes to your app configuration

General questions or feature requests

Calculator functionality questions


See the attached article for more information on Contacting TitleCapture Support.

 

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