Adding and removing Branches and Departments

You can add multiple Branches to your account, and set up Departments within them, i.e. for Sales and Lettings.

This article includes: 

Adding a Branch

  1. Log into EstateWeb
  2. Within Settings, click Edit Settings
  3. Click the Branches tab
  4. From here, click Add A Branch
  5. Follow the prompts. Click Yes after To add a new branch, this setting has to be saved
  6. A New Branch appears. Click the edit icon to make changes to the Branch details
  7. Add details to the relevant Branch Details fields
  8. Click Update & Save
  9. A Setting saved successfully message appears. Click Ok

add_branch.png

Adding a Department to a Branch

You can add Departments to Branches (i.e. a Sales Department) either when you first add them, or, you can edit existing branches and add them.

  1. Log into EstateWeb
  2. Within Settings, click Edit Settings
  3. Click the Branches tab
  4. From here, click the edit icon alongside the branch which you would like to add a Department to
  5. Click Add Department
  6. A new set of Department fields will be added. Add details to the relevant fields as required
  7. Click Update & Save
  8. A Setting saved successfully message appears, confirming the Department has been actioned. Click Ok

add_department.png

Removing a Branch

  1. Log into EstateWeb
  2. Within Settings, click Edit Settings
  3. Click the Branches tab
  4. From here, click Delete A Branch
  5. For security reasons, you will need to complete a form and submit the request to the TechnicWeb support team who will contact you to discuss your requirements.
    Enter your details and click Submit

remove_branch.png

Removing a Department from a Branch

  1. Log into EstateWeb
  2. Within Settings, click Edit Settings
  3. Click the Branches tab
  4. From here, click the edit icon alongside the branch which you would like to remove the Department from
  5. Click Delete Department
  6. Click Update & Save
  7. A Setting saved successfully message appears, confirming the Department has been removed. Click Ok

remove_department.png

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