Changes

[[Category:AgencyAgents]]

<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.

== Sub Accounts ==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 a *Assign the ROLE for Sub Account ==Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.

The "Role " determines the access rights":

*Back OfficeSub Master: All parts of all rights to the properties which the sub account owns and to which the control panel sub account has access; can be seen and edited except for "SETTINGS" have sub accounts of its own.*Front DeskSub 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: Has read and write rights for "bookingsAdmin", "Read Only", "Back Office" and "guestsFront Desk". No Credit card access is set per property. See further down how to SETTINGS 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 reports with revenue informationupdated 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 master account outgoing email settings for sending email. Read only access 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 other areasin 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.  *Cleaner: Read only access 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 bookings send emails from the sub account. *Host Notifications**can be set by Master account or in the CALENDAReach Sub Account if ROLE allows access.  *Account Access to standard reports **Update Sub Account email address**Required if sub account will be using API === Clone Account Settings === Click on "Cleaning", "Daily Activity" and "Daily Unit ActivityClone 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*Cleaner 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 read-only mode or visible with write access to . *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 CALENDAR. Can open property which owns the booking and to see detailsthem. Access  === 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 standard reports limit individual sub accounts click on "ArrivalManage Account", and use the settings there. To apply the limitations to all sub accounts use the "DepartureGlobal Sub Account Settings", under "Current GuestsAccount List",  <span style="Cleaningcolor: #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 "Daily ActivityRead Only Menu Pages" and "Daily Unit ActivityHide Menu Pages"to make them visible and writeable.*AgentExample: The entry '''dashboard''' in "Hide menu pages" in "Global Sub Account Settings" Access to will hide the dashboard page from all sub accounts. If you enter '''!dashboard''' in the "Hide menu pages" for an individual sub account they will see the CALENDAR onlydashboard. Can add and manage own bookings if he as write access to  ==== Hide whole menu pages ====*To find out the identifier of a propertypage you can look at the URL. The identifier is the word after 'pagetype='. Bookings from other sources *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 show as blocked datesthe Booking.com channel manager page.  <i>settings</i> - hides the menu 'Settings'

NOTE: If you allow sub accounts to access to view credit card details accounts with the roles "Admin", "Read Only"<i>settings, "Back Office" and "Front Desk" will be able to access credit card details. 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 rates</i> - hides the word menus 'Settings'creditcardand 'Fixed Prices ' in "Hide menu pages".

=== Click on <i>reports</i> - hides the "Clone Account Settings" button to select settings to apply sub menu 'Standard Reports' from one account to another account/sub account. ===the drop-down menu 'Reports'

=== 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 <i>reports2</i> - hides the sub account can access "read only" and which "read and write"*if required block sub accounts menu 'Custom Reports' from selected pages in "Menu Settings"the drop-down menu 'Reports'

=== 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 <i>reportlogs2</i> - hides the sub account to access*in "Make Property Available in Multiple Accounts" set "Make Property Available In Sub Account" to menu 'Booking Page Log' from 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"drop-down menu 'Reports'

=== Hide Menus and<i>reportactivity</or Settings i> - hides the sub menu 'Activity Log' from Sub Account ===*To hide menu pages click on SUB ACCOUNTS and enter the names of the pages you want to hide in "Hide drop-down menu pages". The context help gives a detailed explanation. EXAMPLE: To hide all channel manager pages you need to enter: 'Reports'

<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 all settings enter: a setting which does not have a copy icon.

to hide all settings and ===== Fixed Prices =====<i>rates enter-list

settings, rates-calendar

The "Calendar" tab in BOOKINGS can be hidden using bookedit-messages </i>

bookings===== 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 ===== Log into the sub account, go to the calendarand 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>

If you want to hide ===== Hide the 'ShowAdd Booking' options from some of the ROLES button (suitcase icon) in the Calendar, change the sub-account to the role "Admin" then log into the account, go to the CALENDAR and click on "Show". Then deselect all bits you do not want to show. Then go back ROLE and change back to the appropriate ROLE. calendar =====

If you want Go to hide the "Delete" button in booking SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:

<code>.pagetypeajaxbookedit icon-suitcase, .btn-dangerb24btn_AddBooking{display: none}</code>

*If you only want to hide individual settings send us <span style="color: #f3e504; font-size: 150%;" >{{#fas:lightbulb}} </span> For more possibilities using custom CSS have a support ticket for the code required here to hide the particular settinglook at this page: [https://wiki.beds24.com/index.php/Custom_CSS Custom CSS]

*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 *Click on "Manage Account" *Go to Account Settings and set "Outgoing Email"=Never use Master Account or Use Master Account as Fallback.

===Messages and Pop-up news to Sub Accounts ===The function "Message to Account" allows to send information in the same style as Beds24 News to all sub accounts. When you click on "Manage Account" you can also create messages for individual sub accounts.

When you click on "Manage Account" you can also create messages for individual sub accounts. === Make Delete a Sub Account Properties available === 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*Click on MANAGE PROPERTY for the property*Go to "Make PropertyAvailable in Multiple Accounts" *Scroll down to the sub account. *Select the access rights, Writeable, Read-only or Hide. *Set Click SAVE.  <span style="Available 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 enableremove access for the sub account.*Go to "Make Property Available in Multiple Accounts" 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.*Use , to see the "Access All Properties in Another Account" menu to allow this account access to another accountproperty list.

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.

== Clone Properties =or Property Settings =

=Settings from one property can be applied to another property. Go to the list of Sub Accounts,  *Click on MANAGE ACCOUNT  *Click on CLONE PROPERTY SETTINGS  and scroll down through the settings, tick the appropriate settings.  * Properties* Booking Rules* Booking Questions* Upsell Items Note: pictures will not copy and need to be assigned manually* Payment Collection* Credit Cards* Confirmation Messages* Booking Page* 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 'link' 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=You In SUB ACCOUNT (Account List) you can add a custom tab to bookings.

To change the name of the tab enter the following in the Control Panel Custom Text setting: *Custom Tab|New Name of the Tab  replacing New Name of the Tab with your preferred name.

To hide the custom tab from individual sub accounts go to ACCOUNT LIST then  *click on "Manage Account" and enter