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== Create a Sub Account ==
=== Give Sub Account Access to all Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*in "Access All Properties in Another Account" select the account that can be accessed. Set which areas the sub account can access "read only" and which "read and write"
*if required block sub accounts from selected pages in "Menu Settings"
=== Give Sub Accounts Access to Selected Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Account
*in the "Property List" click on "MANAGE PROPERTY" for the property you allow the sub account to access
*in "Make Property Available in Multiple Accounts" set "Make Property Available In Sub Account" to the sub account which can access the property then SAVE
*After you have saved you can set which "Access Rights" the sub account has
*if required block sub accounts from selected pages in "Menu Settings"
=== Remove Sub Accounts Access to Selected Properties in the Master Account===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Account
*in the "Property List" click on "MANAGE PROPERTY" for the property you allow the sub account to access
*in "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE
reports-monthlyrevenue
reports-financial
reports-country
reports-payments
<code>.dashgridshowfilter{display:none;}</code>
<code>.pagetypeajaxbookedit .b24btn_Delete{display: none}</code>
<code>.icon-suitcase, .b24btn_AddBooking{display:none} For more possibilities using custom CSS have a look at this page: [https://wiki.beds24.com/index.php</Custom_CSS Custom CSS]code>
*Click on "Manage Account" for the Master Account, to see the property list.
In the "Property List"
*click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.
=== Make Sub Account Properties available in the Master Account ===
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE PROPERTY for the Property
*Set "Available in Master Account" to enable.
<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Required if you have Auto Actions in the Master Account that you want to trigger across multiple accounts/properties.
In Auto Action : Trigger Tab > Property = 'All visible in account'
This will only allow access to properties In the "Property List" *click on "ownedMANAGE PROPERTY" by the other account but not properties owned by a third account which are visible in the accountand set "View Credit Cards" = Owner and linked accounts.
This page is about the menu Account Management (Click on the 'User' icon on the top right and then on 'Account Management, in the old control panel SUB ACCOUNT in the top right)
= Multiple user accounts=
Each account can have sub accounts with a unique username and password. Sub accounts can be given restricted or full access to other accounts or individual properties. A sub account can also contain it's its own properties.
Only one person at a time can log in to any account or sub account.
A property is always owned by one account or sub account but it can be set up to be accessed from other accounts. It inherits it's its account level settings from this owner account. Therefore a property should be owned by the account which manages the property and whose Email address is used to send out confirmation messages and other system Emails.
*If a property is managed mainly in the master account and the sub account just needs access to see certain information or to perform certain tasks it should be owned by the master account. In this case sub accounts are given access to the property.
[[Media:Sub-Account-Settings.png|view large]]
Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNT in the top right) then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.
*Admin: all rights
*Accountant: Access to REPORTS - > STANDARD REPORTS "Financial Reports" and read only access to the bookings in the CALENDAR.
*Agent: Access to the CALENDAR only and can change their passwordspassword. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.*Agent 2: Access to the CALENDAR and BOOKINGS onlyand can change their password. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.*Agent 3: Access to the DASHBOARD, CALENDAR, and BOOKINGS onlyand can change their password. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.
*Back Office: All parts of the control panel can be seen and edited except for "SETTINGS" .
*Back Office 2: All parts of the control panel can be seen be seen and edited. "SETTINGS" are "read only".*Channelmanager: Access to DASHBBOARDDASHBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and apps & sntegrations integrations . *Cleaner: Read only access to bookings in the CALENDAR and the DASHBORDDASHBOARD. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".*Cleaner Manager: Read only access to bookings in the CALENDAR and the DASHBORDDASHBOARD. Can open the booking and see details. Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Co Master: all rights to the properties which the sub account owns and to which the sub account has access; access to the master accounts sub account menu; can change sub accounts in the master account and create sub accounts in the master account but does not have sub accounts of it own.
*Front Desk: Has read and write rights for BOOKINGSan STANDARD REPORTS. No access to SETTINGS, CUSTOM REPORTS and Standard reports with revenue information. Read only access to all other areas.
*Front Desk 2: Has read only access to all areas of the control panel. Has read and write rights for BOOKINGS.
*Limited Access: Access to SUPPORT only.
*No Access: This role can be used to block a sub accounts access.
*No Credit Card: all rights but no access to credit cards.
*Owner: Access to the DASHBOARD, CALENDAR, REPORTS and BOOKINGS only. In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. Any rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agentowner.
*Read Only: All parts of the control panel can be seen but not changed.
*Sub Master: all rights to the properties which the sub account owns and to which the sub account has access; can have sub accounts of its own.
*Sub Reseller: A Sub Master who can also resell. Send a support ticket if you want to use this role.
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> The following roles have access to credit card details: "Admin", "Read Only", "Back Office" and "Front Desk". Credit card access is set per property. See further down how to allow credit card access for a property. To prohibit credit card access enter the word ''creditcard'' in "Hide menu pages".
* Guest Management > Auto Actions (visible when you select the account to clone from)
* Guest Management > Invoicee (visible when you select the account to clone from)
===Specify Access Rights===
<i>settings</i> - hides the menu 'Settings'
<i>settings,rates</i> - hides the menus 'Settings' and 'RatesFixed Prices ' <i>report</i> - hides the menu 'Reports' (This is an exception as this identifier is never visible.)
<i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports'
<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'
<i>reportactivity</i> - hides the sub menu 'Activity Log' from the drop-down menu 'Reports'
==== Hide individual settings ====
</i>
===== Rates Fixed Prices =====
<i>
rates-list
bookedit-mail
bookedit-messages
</i>
===== Rate Fixed Prices popup =====
<i>rateedit-rooms
reports-guestsandhousekeeping - hide all guests and housekeeping report
reports-occupancy - this hides all occupancy reports
reports-financial - this hides all financial reports
reports-invoices - this hides all invoice reports
reports-payments - this hides all payments reports
reports-monthlyrevenue - this hides all monthly revenue reports reports-charges - hides all charges reports
reports-arrivals
reports-departurescleaning reports-cleaningbrief reports-currentguests reports-country
reports-dailyactivity
reports-dailyunitnotes
reports-currentguests reports-cleaning reports-cleaningbrief reports-invoicesdepartures
reports-occupancy
</i>
Log into the sub account, go to the calendar and untick all the options you don't want. Log out and log into the master account. Go to the 'Sub Accounts' menu and click on 'Manage Account' for the sub account. Add the following code in the field "Control panel custom CSS":
This hides the 'Show' drop-down function in the sub account. The user can only see the options that you have left ticked and they can't tick them back on because the drop-down is not there anymore.
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
===== Hide the 'Add Booking' button (suitcase icon) in the calendar =====
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
<span style=== Allow Sub Accounts to View Credit Card Details ===This is set per property"color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> For more possibilities using custom CSS have a look at this page: [https://wiki.beds24.com/index. php/Custom_CSS Custom CSS]
=== Set Sub Account to send Email from their own Email Address ===
*Log into the sub account and go {{#fas:cog}} (SETTINGS->) ACCOUNT->OUTGOING EMAIL. Set the system up to use the sub accounts Email address following the instructions (click on HELP in the top right menu).
*Go to SUB ACCOUNTS
*Click on Manage Account
When you click on "Manage Account" you can also create messages for individual sub accounts.
=== Delete a Sub Account ===
It is only possible to delete a sub account if they have no Auto Actions.
*Go to {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> AUTO ACTIONS
*Click 'Edit' open the Auto Action
*Click 'Delete'
Once the properties/bookings/auto actions are deleted then
*Go to SUB ACCOUNT, MANAGEMENT (user icon)
*Click on 'Manage Account' for the Sub Account,
*Scroll to the bottom of the page
*Click 'Delete' sub account.
=Property Access=== Make a Property available in a related account (sub account) ==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the account which owns the property*Click on MANAGE PROPERTY for the property*Go to "Make Property Available in Multiple Accounts" *Scroll down to the sub account. *Select the access rights, Writeable, Read-only or Hide. *Click SAVE. <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Required if you have Auto Actions in the Master Account that you want to trigger across multiple accounts/properties. In Auto Action : Trigger Tab > Property = 'All visible in account' == Remove access to a property==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the account which owns the property*Click on MANAGE PROPERTY for the property you want to remove access for the sub account.*Go to "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE == Make a Property available in another Account (external) account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property
*Click on MANAGE PROPERTY for the Property
*Add Go to "Make Property Available in Multiple Accounts"*In the "Make Property Available With Association Code" field add the "Association Code" of the external accounts which should access the property in the "Make Property Available With Association Code" field.
The external account can find their association code in {{#fas:cog}} (SETTINGS-> ) ACCOUNT.
== Inter Property Linking ==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the for the account which owns the property* Click on Manage MANAGE PROPERTY for the Property*Go to Property Settings > Room Linking
Certain items like rates Fixed Prices and room dependency settings can be linked with other rooms.
The Inter Property Linking settings controls the ability of this property to link with other properties.
* All - The properties rooms can link with all properties available in the owner account.
= Make one Account access Another Account = Allow Sub Accounts to View Credit Card Details ==*Click on ACCOUNT LIST This is set per property. *Click on MANAGE ACCOUNT for the Sub Master Account.*Use , to see the "Access All Properties in Another Account" menu to allow this account access to another accountproperty list.
= Clone Properties or Property Settings =
Go to the list of Sub Accounts,
*Click on "Manage Account" MANAGE ACCOUNT
*Click on "Clone Property Settings" CLONE PROPERTY SETTINGS
and scroll down through the settings, tick the appropriate settings.
*Select the property to move to (from the list in PROPERTY)
= Delete a Property from an Account =
You need to delete the property from the Account that owns the Property
To delete bookings from a Property, you will have to set to Cancelled first.
= Delete Rates Fixed Prices in a Property =
* Click on ACCOUNT LIST
* Click on MANAGE ACCOUNT (owner of the property)
* Go to "Property List" click on "MANAGE PROPERTY"
* Click on Manage Room
* Scroll to RatesFixed Prices* Delete RateFixed Price, select the Rates Prices to Delete
= Add custom menuCustom Control Panel Menu=
In SUB ACCOUNT (Account List) you can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel.
Or enter each link on an individual line, enter the first, then click return and enter the next in the line below.
A good option to add to this section is the QR code for the Beds24 App for users that do not have permissions to the Settings > Apps & Integrations menu.
<code><a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code>
= Custom Tab in Bookings=
in "Hide menu pages"
===Example for Custom Tab ===
Click 'Edit' then add the text and template variables as you want to show on the Custom Tab in the booking.
[GUESTTITLE] [GUESTFIRSTNAME] - [GUESTNAME]
Check in : [FIRSTNIGHT] Checkout : [LEAVINGDAY]
Note: [GUESTARRIVALTIME]
Rooms : [ROOMNAMESNCBR]
Fixed Price Details : [RATEDESCBR]
Invoice Details : [INVOICETABLE2]
Pending Payments : [INVOICEPENDPAY] Due date : [INVOICEPENDPAYNEXTDATE]
