1. Linking an employee to a property
Go to Lettings properties > View properties
Locate the required property
In the Action column, expand the dropdown and select Link to employee
Select the name of the employee to be linked
Click Submit
If more than one employee is to be linked to a property, please repeat the above steps for each employee.
2. Viewing property-employee links
Go to Lettings properties > Employee link table (or Lettings Properties > Property-employee links)
This page lists all links that exist between employees and properties
The search field can be used to filter down this data further, for example, search by an employee's name to see all properties they are linked to
To export this data in Excel format, click on the Export button
If there is more than one employee linked to a property, the property will be listed more than once on this page. In the below example, there are two employees linked to Example Street so there are two links showing.
3. My Properties
An employee can view only details of their linked properties by clicking on My properties from the top bar (shown below).
4. Removing property-employee links
Go to Lettings properties > Employee link table (or Properties > Property-employee links)
Click on Delete property link
Locate the link to be removed
In the Delete column, click on the red cross