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
- Adding a Department to a Branch
- Removing a Branch
- Removing a Department from a Branch
Adding a Branch
- Log into EstateWeb
- Within Settings, click Edit Settings
- Click the Branches tab
- From here, click Add A Branch
- Follow the prompts. Click Yes after To add a new branch, this setting has to be saved
- A New Branch appears. Click the edit icon to make changes to the Branch details
- Add details to the relevant Branch Details fields
- Click Update & Save
- A Setting saved successfully message appears. Click Ok
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.
- Log into EstateWeb
- Within Settings, click Edit Settings
- Click the Branches tab
- From here, click the edit icon alongside the branch which you would like to add a Department to
- Click Add Department
- A new set of Department fields will be added. Add details to the relevant fields as required
- Click Update & Save
- A Setting saved successfully message appears, confirming the Department has been actioned. Click Ok
Removing a Branch
- Log into EstateWeb
- Within Settings, click Edit Settings
- Click the Branches tab
- From here, click Delete A Branch
- 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
Removing a Department from a Branch
- Log into EstateWeb
- Within Settings, click Edit Settings
- Click the Branches tab
- From here, click the edit icon alongside the branch which you would like to remove the Department from
- Click Delete Department
- Click Update & Save
- A Setting saved successfully message appears, confirming the Department has been removed. Click Ok