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

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Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.  
 
Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.  
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== Move Properties to a different Account ==
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Each property is owned by one account or sub account. It inherits it's account level settings from this owner account.
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*Click on ACCOUNT LIST
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*Click on MANAGE ACCOUNT for the Sub Account
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*Click on MANAGE PROPERTY for the Property
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*Change the owner account of the property.
  
 
== Give Subaccount  Access to all Properties in the Master Account==
 
== Give Subaccount  Access to all Properties in the Master Account==

Revision as of 10:11, 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 Move Properties to a different Account

Each property is owned by one account or sub account. It inherits it's account level settings from this owner account.

  • Click on ACCOUNT LIST
  • Click on MANAGE ACCOUNT for the Sub Account
  • Click on MANAGE PROPERTY for the Property
  • Change the owner account of the property.

3 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"

4 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"

5 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.

6 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.