Identify property inspector as a relationship on tenancy

Owned by Fiona Wilson, created
Last updated: Nov 24, 2022
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

When inspections are carried out internally (i.e. not using an external provider), the property inspector can be identified as a relationship on the tenancy

1. Add property inspector to tenancy

From the tenancy:

  • In the Relationships panel, click

  • Select Property inspector from the list

If the property inspector option is not displayed, see step 2

  • The Select Negotiator window is displayed - tick the name of the relevant AgencyCloud user and click Select

  • The Property Inspector is displayed in the Relationships panel

2. If property inspector option is not in the list

The tenancy inspection responsibility setting needs to be identified as internal in order to add an internal property inspector as a relationship on the tenancy

From tenancy:

  • Click Management tab

  • In Inspections panel, set Responsibility to Internal

Go back to Details tab, Relationships panel to identify the property inspector, as outlined in step 1