Changes

[[Category:AccountsAccount]][[Category:AgencyAgents]][[Category:Customise_Control_Panel]]<div class="heading">Account Management</div> ''This page is about the menu SUB ACCOUNTSAccount 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.

== Before you create a 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.

Go to Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNTS ACCOUNT in the top right) to create new sub accounts or manage existing sub accounts

== Create You can also [[Integromat.com#Create_a_Subaccount_from_a_Google_Form|create a Sub Account ==Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Emailsubaccount via Integromat]].

*Go to Account Settings  *Assign the ROLE for Sub Account  The "Role " determines the access rights":

*Read OnlyAccountant: All parts 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 password. 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 control panel CALENDAR and BOOKINGS only and can change their password. In BOOKINGS they can be seen see the list and the calendar but not changesno 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 only and 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 2: All parts of the control panel can be seen and edited. "SETTINGS" are "read only".*Channelmanager: Access to DASHBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and apps & integrations . *Cleaner: Read only access to bookings in the CALENDAR and the DASHBOARD. 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 DASHBOARD. 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 "bookings" and "guests"BOOKINGS an STANDARD REPORTS. No access to SETTINGS , CUSTOM REPORTS and Standard reports with revenue information. Read only access to all other areas. *CleanerFront Desk 2: Has read only access to all areas of the control panel. Has read and write rights for BOOKINGS. *Limited Access: Read Access to SUPPORT only acces . *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 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 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 owner.*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".  Settings below can be left as default and updated in sub account if ROLE has permissions, otherwise can be set by the Master Account.  *Allow Delete Bookings - set if you allow the sub account to delete bookings *Outgoing Email - Set whether this sub account can use the CALENDARmaster account outgoing email settings for sending email. Required if you want the sub account to send auto action emails. *Support Tickets - Specify if the account can send support tickets and if so, who will answer them.  *Write Access Bookings - Set if this account can modify bookings created by other accounts *Invoicee visibility - Invoicee visibility within bookings (all in Property owner or only those created in sub account) *Include actions from - Include auto actions from another account, they will be visible in Bookings with 'Manual' trigger. *Maximum Google Ads Commission = 999999 (default) *Account**Check Account Info**Account Template Variables *Preferences**Control Panel**Control Panel Calendar**Bookings**Highlight Colours *Outgoing Email**Setup the outgoing email service for the sub account, required to standard reports send emails from the sub account. *Host Notifications**can be set by Master account or in each Sub Account if ROLE allows access. *Account Access**Update Sub Account email address**Required if sub account will be using API === Clone Account Settings === Click on "CleaningClone Account Settings"button to select settings to apply from one account to another account/sub account. It is possible to clone settings from one Account to a Sub Account * Dashboard* Account* Account Access* Account Preferences* Outgoing Email* Host Notifications* Booking Page > Multiple Properties* Booking Page > Internationalization* Channel Manager* Custom Reports* 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===In ACCOUNT LIST-MANAGE ACCOUNT for the specific sub account you can specify the access rights:*Control Panel: defines if the property is visible in the controls read-only mode or visible with write access. *Inventory Linking: controls if the prices and availability can be linked. Values are visible in read-only mode or visible with write access. *Booking Linking: defines if the bookings from the property are hidden, visible in read-only mode or visible with write access.  <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> If you include bookings from another property you will also need to allow "Booking Linking" from the property which owns the booking to see them. === Hide Menus and/or Settings from Sub Account or make them read only===You can *make whole pages "read only"*hide whole pages *hide individual settings  If you want to limit individual sub accounts click on "Manage Account" and use the settings there. To apply the limitations to all sub accounts use the "Global Sub Account Settings" under "Account List" <span style="Daily Activitycolor: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you limit settings for all sub account you can make them visible and/or readable selected sub account by adding a ! symbol in front of the page/setting which is globally hidden. You might need to enter the code in both "Read Only Menu Pages" and "Hide Menu Pages" to make them visible and writeable.  Example: The entry '''dashboard''' in "Hide menu pages" in "Global Sub Account Settings" will hide the dashboard page from all sub accounts. If you enter '''!dashboard''' in the "Hide menu pages"Daily Unit for an individual sub account they will see the dashboard. ==== Hide whole menu pages ====*To find out the identifier of a page you can look at the URL. The identifier is the word after 'pagetype='.*Enter the identifier here: Accounts Menu > Account List > Manage Account > Menu Settings > Hide menu pages EXAMPLES: <i>synchroniser</i> - hides ALL Channel Manager pages <i>syncroniserbookingcomxml</i> - hides only the Booking.com channel manager page. <i>settings</i> - hides the menu 'Settings' <i>settings,rates</i> - hides the menus 'Settings' and 'Fixed Prices ' <i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports' <i>reports2</i> - hides the sub menu 'Custom 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 'ActivityLog' from the drop-down menu 'Reports' ==== Hide individual settings ====*Click on "Manage" for the sub account*Click on "Login"*Go to the setting you want to hide *Click on the copy icon next to the setting*Click on "Hide" <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If the copy icon is not available for all settings. Contact us if you want to hide a setting which does not have a copy icon. ==== Hide specific tabs or sub menus from menu pages ========= Bookings=====<i>bookings-calendar</i> ===== Fixed Prices =====<i>rates-list rates-calendar rates-channels</i> ==== Hide specific tabs from popup menus ========= Booking popup =====<i>bookedit-info bookedit-summary bookedit-detail bookedit-charges bookedit-invoice bookedit-guest bookedit-log bookedit-mail bookedit-messages </i> ===== Fixed Prices popup =====<i>rateedit-rooms rateedit-discounts rateedit-upsell rateedit-channels</i> ==== Hide individual standard reports ====Enter the following phrases in "Hide menu pages". reports-guestsandhousekeeping - hide all guests and housekeeping report reports-occupancy - hides all occupancy reports reports-financial - hides all financial reports reports-invoices - hides all invoice reports

reports-payments - hides all payments reports reports-monthlyrevenue - hides all monthly reports reports-charges - hides all charges reports reports-arrivals reports-cleaning reports-cleaningbrief reports-currentguests reports-country reports-dailyactivity reports-dailyunitactivity reports-dailyunitnotes reports-departures reports-occupancy</i> ==== Hide certain functions ========= Hide the 'Show' options in the Calendar ==== Give = 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. ===== Hide the 'Delete' button in the booking popup ===== 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}</code> ===== Hide the'Add Booking' button at the top of the control panel ===== Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account: <code>.b24btn_AddBooking{display:none}</code>  <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> Access 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 *Go to Account Settings and set "Outgoing Email"= Never use Master Account or Use Master Account as Fallback. === Block Sub Accounts from sending SMS===Hide the menu pages by adding automail.smsenable,owners.smsenable,owners.smsenable2 in "Hide menu pages". ===Messages and Pop-up news to Sub Accounts ===The function "Message to Account" allows to send information to all Properties sub accounts.  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 the property they own has no future bookings, see the details in 'Manage Bookings in a Property' for more details.  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 Master Auto Action *Click 'Delete'  Once the properties/bookings/auto actions are deleted then *Go to 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 MANAGE ACCOUNT for the Sub Accountaccount which owns the property*in Click on MANAGE PROPERTY for the property*Go to "Access All Properties Make Property Available in Another AccountMultiple Accounts" select *Scroll down to the sub account that can be accessed. Set which areas *Select the sub account can access "read rights, Writeable, Read-only" and which "read and write"or Hide. *if required block sub accounts from selected pages in "Menu Settings"Click SAVE.

<span style== Give Sub Accounts "color:#fe746c;“ >{{#fas:exclamation-triangle}} Access to Selected Properties </span> Required if you have Auto Actions in the Master Account==*Click on ACCOUNT LIST *Cick on MANAGE ACCOUNT for the Master Account*in the "Property List" click on "MANAGE ACCOUNT" for the propety that you allow the sub account want to accesstrigger across multiple accounts/properties. *in "Make In Auto Action : Trigger Tab > Property Available in Another Account" set "Available = 'All visible in Account" to the master account "Status" to enable and set "Access Rights"*if required block sub accounts from selected pages in "Menu Settings"'

== Make Sub Account Properties available in the Master Account Remove access to a property==

*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property*Click on MANAGE PROPERTY for the Propertyproperty you want to remove access for the sub account.*Set Go to "Make Property Available in Master AccountMultiple Accounts" to enable.click 'REMOVE' then SAVE

== Make a Property available in another Account or Sub Account (external) account which is not related ==

*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property

*Add the Accounts which should access the property in the Go to "Make Property Available in Multiple Accounts" menu*In the "Make Property Available With Association Code" field add the "Association Code" of the external accounts which should access the property.

Sub accounts will appear The external account can find their association code in a selector list. Other accounts can be added by entering the other accounts "Association Code"{{#fas:cog}} (SETTINGS) ACCOUNT.

* Click on Manage ACCOUNT LIST *Click on MANAGE ACCOUNT for the for the account which owns the property*Click on 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.

== 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, to see the property list. In the "Property List" *Use the click on "MANAGE PROPERTY" and set "View Credit Cards"Access All = Owner and linked accounts. = Clone Properties or Property Settings =Settings from one property can be applied to one or more properties in Another a sub account.  Click on "Manage Account" menu and then on "Clone Property Settings" and select which settings from which property should be copied to allow this account access others. Settings from one property can be applied to another accountproperty. Go to the list of Sub Accounts,  *Click on MANAGE ACCOUNT

== Hide Menus and/or Settings from Sub Account ==*To hide menu pages click on SUB ACCOUNTS and enter scroll down through the names of settings, tick the pages you want to hide in "Hide menu pages". The context help gives a detailed explanation. EXAMPLE: To hide all channel manager pages you need to enter: synchroniser, to hide all settings enter: settings.*If you only want to hide individual appropriate settings send us a support ticket for the code required here to hide the particular setting.

== Set Sub Account to send Email from their own Email Address ==* Properties* Booking Rules* Booking Questions*Log into the sub account Upsell Items Note: pictures will not copy and go SETTINGS->ACCOUNT->OUTGOING EMAIL. Set the system up need to use the sub accounts Email address following the instructions (click on HELP in the top right menu).be assigned manually* Payment Collection* Credit Cards* Confirmation Messages* Booking Page*Go to SUB ACCOUNTS click on "Manage Account" and set "Outgoing Email"=Never us Master Account or Use Master Account as Fallback.Guest Management

== Move Properties to a different Account ==

*Click on MANAGE ACCOUNT for the Sub Master Account

== Move Rooms to a different Property ==

*Select the property to move to(from the list in PROPERTY) = Delete a Property=You need to delete the property from the Account that owns the Property * Click on ACCOUNT LIST* Click on MANAGE ACCOUNT (owner of the property)* Go to "Property List" click on "MANAGE PROPERTY" for the property you want to delete* Scroll to "Delete Property" select 'Delete property and All its rooms and bookings" Please Note : You will need to cancel or move upcoming bookings first. = Manage Bookings in a Property (Change status/delete/move) =It is possible to change the status of all bookings in a property.It is possible to delete all bookings from a property.It is possible to move all bookings from 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  * Choose the booking(s) - tick individual booking or 'select all' You can Change the Status, delete and/or Move the bookings to another Property * Scroll to "Delete Property" select 'Delete property and All its rooms and bookings"To delete bookings from a Property, you will have to set to Cancelled first. = Delete 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 Fixed Prices* Delete Fixed Price, select the Prices to Delete = Add Custom 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. *Click 'Edit' **Click on 'Source' symbol**Enter the name and URL**Click Save To add multiple links, you can show side by side, so enter the details and click link, and then a space and another link. 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 SUB ACCOUNT (Account List) you can add a custom tab to bookings.  For content you can use HTML and template variables to include information from the booking. To change the name of the tab enter the following in the Control Panel Custom Text setting: *Custom Tab|New Name  replacing New Name of the Tab with your preferred name. Each sub account can have its own custom tab. If a sub account has a custom tab defined, this will be shown instead of the global custom tab. If there is no custom tab for a sub account, the global custom tab (if used) will be shown.   To hide the custom tab from individual sub accounts go to ACCOUNT LIST then  *click on "Manage Account" and enter  bookedit-custom 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]