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Category:Sub Account

644 bytes removed, 15:07, 1 December 2021
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[[Media:Sub-Account-Settings.png|view large]]
== Create a Sub Account ==
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.
* 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)
 
=== 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
===Specify Access Rights===
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":
<code>.dashgridshowfilter{display:none;}</code>
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:
<code>.pagetypeajaxbookedit .b24btn_Delete{display: none}</code>
===== 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:
<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>
<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]
*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.
=== 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.
 
=== 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'
=== 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 another account of yours ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property*Click on MANAGE PROPERTY for the Propertyproperty
*Go to "Make Property Available in Multiple Accounts" and select the account
*If required adjust the access rights
<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' == Allow to View Credit Card Details ==This is set per property.  *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. == Remove access to a property==*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 == Make a Property available in another (external) account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE PROPERTY for the Property
*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 Manage Property
*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

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