Getting set up

In this chapter we show you how to log in to the platform and a provide a tour of the account

Getting set up

In this chapter we will cover how to login to the Total Property platform, show you a tour of the account and how to upload your signature to your profile. Read through the step by step guide or watch the video tutorials below.

Tour of the account

Once you've logged in to the Total Property platform you'll be shown your dashboard.

Dashboard homepage

Your dashboard shows you the total deposits, transferred and protected amount, pending amount, total deposits in resolution management, total deposits in release, total amount in release and total amount in resolution management.

If you scroll down you'll be able to see recent activities such as deposit list and payments received.

Next to recent activities is resolution management, where you can see all of the release requests, any ongoing negotiations, resolutions, and any funds that have been released.

Properties tab

Here you can view all the properties that are under this account. To add a new property simply select the blue 'Add property' button at the top right.

Tenancies tab

Here you're able to see all the tenancies that are on the current account. To bulk upload new tenancies, select 'Bulk upload' tab and click the blue 'Start new import' button. Skip ahead to learn more on how to bulk upload.

Deposits tab

In this tab you are able to view all the deposits that are on the account.

Please note: All new protections will have an EWC number instead of a DPN. Any existing protections will remain as a DPN

Top tip: You can also export this information by selecting the 'Export CSV' button at the top right

Under deposits you are also able to see your basket. If you have multiple deposits to protect at one time you can add them to the basket and check out at the same time.

Skip ahead for more detailed information on how to check out using your basket.

Also within this section is unallocated funds, which will show you if there are any funds that haven't been added to the deposit.

Here you can also keep track of any deposits that are currently in progress and haven't yet been finished.

Landlords tab

Here, you'll be able to view all the landlords that are on this current account, the total number of properties that they have, how many are occupied, how many are protected and the total amount of deposits each landlord has.

Business: Agency tab

In this section you can see and edit the company details such as the primary address, contact details, primary contact details and the honesty questions.

Top tip: Upload your signature and company logo here to be automatically added to the prescribed information certificate

If you have multiple branches, you can view your other offices in the 'offices' tab. Here you are able to add more offices if needed by selecting the blue button.

The third tab is billing, this is where you can add card details and bank details.

Remember: These card details will be used every time a deposit is protected and the deposit release funds will go to the bank details provided

Business: Staff

Here you're able to add users onto the account by selecting 'Add staff member'

You are also able to create various different roles for the account and give different permissions to each staff member depending on their role.

Activity: Payment history

Here you are able to view all the incoming and outgoing payments on the account.

Top tip: You can export this information into CSV to be able to view and filter on an Excel spreadsheet

Activity: Resolution panel

This section will show you if there are any ongoing resolutions.

Activity

This shows you all general activities on the account, as well as the access log so you can see who has accessed the account and at what specific time.

Top tip: At the top of the page you're able to access your basket using the icon and view all notifications by selecting the bell icon.

How to login

1. Please enter the relevant email address that's linked to the account

2. Select continue

You'll have a choice of two ways to login to the account. Option one, receive a magic link that can be sent by email, or option two, get a one time passcode sent to your phone.

3. Once you have entered the passcode, then select login

Now you have now successfully logged into the online portal.

How to create roles

1. Select the staff tab on the left hand side of the dashboard

2. From the top tabs, click on roles

3. Select the the ‘Add role’ button

4. Add title of the role and a description (the description is optional)

5. Select what permissions this role will have. There are various options including access to company details, offices, staff, activities, properties, tenancies, deposits, billing details, unallocated funds, certificate, customisation, end of protection, and payment history

6. Click the 'Add role' button at the top

How to add a staff member

1. Select the staff tab on the left hand side of the dashboard

2. From the top tabs, select users

3. Click ‘Add staff member’ button at the top right

4. Enter staff member details

5. Assign them to a role and particular office

Top tip: You can provide full permission by ticking the box next to 'all sections'

How to upload my signature for pre-populated prescribed information

1. From your dashboard homepage select 'agency' on the left hand side

2. Scroll down to the bottom of the page to the signature section

3. Click on the pen icon next to signature, this will allow you to upload your signature

4. Select the camera icon and choose your signature from your files to upload to the Total Property platform

Top tip: You are able to move your signature to the left/right and zoom in to make sure this fits correctly

5. Click the blue upload button and insert the first and last name of the person's signature

6. Click the blue save button at the bottom

Remember: If you add your signature to the platform this will be automatically included on the prescribed information certificates