Maintaining Managing Agents

Managing Agents holds the contact and certificate details for agents associated with properties.

Open Admin → Settings, then select Managing Agents under General Settings.

Adding an Agent

1. Select Add Managing Agent.
2. Enter the required Name and any Contact, address, Town, County, Eircode, Phone, Mobile, Email, Website and CRO Number details.
3. Select Add Managing Agent.

Updating Details and Certificates

1. Select the agent’s name in the list to open the edit form.
2. Update the contact details.
3. Complete Tax Clearance Certificate Details and Insurance Certificate Details as needed: choose whether to set an expiry date, enter the date, provide a Certificate No. and choose a certificate file.
4. Select Update Managing Agent.

The date input within each certificate section is currently labelled Inspection Date, although it is used for that certificate’s expiry. Check the date against the certificate. Existing certificate files can be opened with the document icon; the adjacent Delete action removes the attachment.

Removing an Agent

Use the trash icon beside the agent in the list and confirm the removal. Review properties using the agent first. Keep contact details, certificate numbers and expiry dates current so reports remain useful.