Add or edit user

To create or edit a user account in Titan Office:

  1. In Titan Office's Users and Accounts, select an existing user, or click Add User on the left to create a new user account.
  2. At minimum, select a Primary Role for the user and enter the First and Last name in the fields provided in the Name & Title section. Then, complete each field in the Email and Security section.
    The unique EntityID is generated automatically after you save your changes in the last step.
  3. Then, fill out any other relevant contact information as needed:
    If you're adding a user with a remote license, the User Role section isn't displayed. Permissions for remote users are limited to viewing contacts and those of an appraisal order asignee (detailed below). Click here for more information about remote licenses.
    Name & Title
    Enter the user's first name, last name, and title. The first name and last name fields are required.
    User Role

    Grant or revoke access to features in Titan Office. By limiting access rights to just those members of your team that absolutely need them, you secure Titan Office against both accidental and intentional damage. Check the box beside a permission to grant access to that feature or remove the checkmark to revoke access.

    Permissions include:

    • Users Management ‑ By default, users are able to view and manage their own user profiles when they log in to their Titan Office account. By granting them this permission, you allow them to make changes to any of the profiles in Titan Office. Only grant this permission to someone whom you trust to manage the contact information for the staff listed in your Users and Accounts.
    • Manage contacts ‑ While any Titan Office user that you create can view your contacts, you have control over who has the right to edit them. Check this box to grant a user the right to edit your contacts in Titan Office.
    • Accounting and Order Management ‑ This privilege grants access to office level details about orders, order distribution, accounting, and invoicing. As it's intended for an owner or office manager, you should only assign this privilege to someone who you intend to have access to all the business and financial data for your company. Users with this privilege can see all orders in TOTAL Connect.
    • Manage panel ‑ This allows the user to manage the list of appraisers in your panel that can receive assignments from your office
    • Full order processing ‑ This privilege allows a user to receive online orders, as well as view and deliver them in TOTAL Connect. The appraiser's name becomes available for selection by a client on your online order form, and an admin user can assign orders to them.
    • Payments and Credit Card Processing ‑ By enabling this feature, you grant access to the accounting, invoicing, and credit card processing features of Titan Office. By default this option grants appraiser level access to each of the features mentioned, but when coupled with the Order Management privilege, a user can access and manage the accounting, invoicing, and credit card processing data for the entire office.
    • Appraisal order assignee ‑ Grants the ability to receive appraisal orders and have orders assigned to them.
    Calendar
    Click Sync next to Google Calendar or Outlook Calendar, enter the user's email address, and click OK to send a sync request. Once synced, the appraiser is able to see all of their order events in their Google or Outlook Calendar.
    Email & Security
    All of the fields in this section are required. Enter the user's email address, enter a secure password, confirm the password you entered, select a security question, and enter an answer for the security question. The Entity ID is created automatically when you click save.
    To change a password, click Reset Password and enter the new password twice, then click Update.
    Phone
    Enter the mobile, fax, and/or phone number(s) for this user.
    Address
    Enter the user's address, city, state, and ZIP code.
    Time
    Select the user's time zone. This determines when notifications are sent as well as other time sensitive options.
    Home
    Choose the default landing page for this user when they log in to Titan Office. For example, if you want this user to be taken to the Order grid when they log in, select Orders from the drop‑down menu.
  4. When you're finished, click Save on the upper right to create the new account.