Category:Sub Account: Difference between revisions

  This page is about the menu Account 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=

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

*If a property is managed mainly in the master account and the sub account just needs access to see certain information or to perform certain tasks it should be owned by the master account.  In this case sub accounts are given access to the property.

= Create a Sub Account =

*Assign the ROLE for Sub Account  

*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: All parts of the control panel can be seen and edited except for "SETTINGS" .

*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".

<i>settings</i> - hides the menu 'Settings'

<i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports'

<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'

==== Hide individual settings ====

</i>

<i>

rates-list

</i>

<i>rateedit-rooms

<code>.pagetypeajaxbookedit .b24btn_Delete{display: none}</code>

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>

<span style="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]

=== Set Sub Account to send Email from their own Email Address ===

*Click on MANAGE PROPERTY for the property

*Go to "Make Property Available in Multiple Accounts"  

<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'

== Remove access to a property==

*Click on ACCOUNT LIST  

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

*Click on ACCOUNT LIST  

*Click on MANAGE PROPERTY for the Property

The external account can find their association code in {{#fas:cog}} (SETTINGS) ACCOUNT.

== Inter Property Linking ==

The Inter Property Linking settings controls the ability of this property to link with other properties.

* Same Owner Account - The properties rooms can only link with other properties owned by the same account.

* All - The properties rooms can link with all properties available in the owner account.

= Clone Properties or Property Settings =

Go to the list of Sub Accounts,  

and scroll down through the settings, tick the appropriate settings.  

= Move Rooms to a different Property =

*Click on ACCOUNT LIST  

*Click on MANAGE PROPERTY for the Property

*Click on MANAGE ROOM for the Room

To delete bookings from a Property, you will have to set to Cancelled first.

* Click on ACCOUNT LIST

* Click on MANAGE ACCOUNT (owner of the property)

* Go to "Property List" click on "MANAGE PROPERTY"  

* Click on Manage Room  

**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.

= Custom Tab  in Bookings=

in "Hide menu pages"