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Fixflo allows you to assign specific landlords to specific agents. This helps to ensure that issues for those landlords are automatically assigned to the correct agent when they are reported.
To Assign Landlords to an Agent
Landlord assignments are added by clicking on People > Landlords and then clicking into the Landlord which you wish to assign to an Agent. You will want to remain within the 'Profile' tab of the Landlord and then scroll down where you can open up 'Issue assignment'. This is where you will be able to add either team or agent assignment for this Landlord:
You will want to start typing the Agent's name or email address and then choose that Agent from the drop down and then press 'Save':
Once you have pressed 'Save', that Landlord will then be assigned to that Agent. Any issues which are reported against any properties associated with that Landlord will then be auto assigned to that Agent going forward.
If you go back into People > Agents and click into the Agent and go to the 'Issue allocations' tab, you will see the property added under 'Landlord assignments':
To Remove Landlords From An Agent
If you no longer wish for a certain property to be assigned to an Agent you can easily remove this.
Click on People > Landlords and search for the Landlord you wish to remove from being assigned to an Agent. Once you are in that Landlord, remain within the 'Profile' tab, scroll down and open up 'Issue assignment'. Here you will see the team name next to where it says 'Agent/Team'. Simply click on the 'x' on the right hand side of the Agent name and then press 'Save':
If you then click on People > Agents and choose the desired Agent, that Landlord will no longer appear in the list under 'Landlord assignments'.
Any issues which are reported against properties associated with that Landlord will no longer be auto assigned to that Agent going forward.