Difference between revisions of "Set up Subaccounts with Full or Limited Access"

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== Creating a Subaccount ==
 
== Creating a Subaccount ==
  
Click on SUBACCOUNTS then on "CREATE NEW SUBACCOUNT". Enter username password and Email.  
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Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.  
  
 
== Give Subaccount  Access to all Properties in the Master Account==
 
== Give Subaccount  Access to all Properties in the Master Account==
 
*Click on ACCOUNT LIST  
 
*Click on ACCOUNT LIST  
*Click on MANAGE ACCOUNT for the Subaccount
+
*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 subaccount can access "read only" and which "read and write"
+
*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"
  
 
== Give Subaccounts  Access to Selected Properties in the Master Account==
 
== Give Subaccounts  Access to Selected Properties in the Master Account==
 
*Click on ACCOUNT LIST  
 
*Click on ACCOUNT LIST  
*Cick on MANAGE ACCOUNT for the Masteraccount
+
*Cick on MANAGE ACCOUNT for the Master Account
*in the "Property List" click on "MANAGE ACCOuNT" for the propety you allow the subaccount to access
+
*in the "Property List" click on "MANAGE ACCOUNT" for the propety you allow the sub account to access
 
*in "Make Property Available in Another Account" set "Available in Account" to the master account "Status" to enable and set "Access Rights"
 
*in "Make Property Available in Another Account" set "Available in Account" to the master account "Status" to enable and set "Access Rights"
 +
 +
== 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 "Make Property Available in Master Account" to enable.
 +
 +
== Make Properties available in another Account ==
 +
*Click on ACCOUNT LIST
 +
*Click on MANAGE ACCOUNT for the Sub Account
 +
*Click on MANAGE PROPERTY for the Property
 +
*Set "Make Property Available in Another Account" to the Account and set whether the Account can have read/write or read only access.

Revision as of 11:07, 15 April 2014


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 own properties. Only one person at a time can log in to any account or sub account.

1 Creating a Subaccount

Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.

2 Give Subaccount 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"

3 Give Subaccounts Access to Selected Properties 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 you allow the sub account to access
  • in "Make Property Available in Another Account" set "Available in Account" to the master account "Status" to enable and set "Access Rights"

4 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 "Make Property Available in Master Account" to enable.

5 Make Properties available in another Account

  • Click on ACCOUNT LIST
  • Click on MANAGE ACCOUNT for the Sub Account
  • Click on MANAGE PROPERTY for the Property
  • Set "Make Property Available in Another Account" to the Account and set whether the Account can have read/write or read only access.