Category:Sub Account: Difference between revisions

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[[Media:Sub-Account-Settings.png|view large]]
[[Media:Sub-Account-Settings.png|view large]]


== Create a Sub Account ==
= Create a Sub Account =
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) then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.
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) then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.


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* Guest Management > Auto Actions (visible when you select the account to clone from)
* 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)
* Guest Management > Invoicee (visible when you select the account to clone from)
=== 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 the sub account to access
*in "Make Property Available in Multiple Accounts" set "Make Property Available In Sub Account" to 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"
=== Remove 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 the sub account to access
*in "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE


===Specify Access Rights===
===Specify Access Rights===
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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":
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":


.dashgridshowfilter{display:none;}
<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.
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.
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Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:


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


===== Hide the 'Add Booking' button (suitcase icon) in the calendar =====
===== Hide the 'Add Booking' button (suitcase icon) in the calendar =====
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Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:
Go to SUB ACCOUNTS and add the following code in the field "Control panel custom CSS" for the sub account:


.icon-suitcase, .b24btn_AddBooking{display:none}
<code>.icon-suitcase, .b24btn_AddBooking{display:none}</code>
 
For more possibilities using custom CSS have a look at this page: [https://wiki.beds24.com/index.php/Custom_CSS Custom CSS]


=== Allow Sub Accounts to View Credit Card Details ===
<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]
This is set per property.  


*Click on "Manage Account" for the Master Account, to see the property list.
In the "Property List"
*click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.


=== Set Sub Account to send Email from their own Email Address ===
=== Set Sub Account to send Email from their own Email Address ===
*Log into the sub account and go 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).
*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  
*Go to SUB ACCOUNTS  
*Click on Manage Account  
*Click on Manage Account  
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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 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 "Available in Master Account" to enable.
<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'


=== Delete a Sub Account ===
=== Delete a Sub Account ===
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It is only possible to delete a sub account if they have no Auto Actions.  
It is only possible to delete a sub account if they have no Auto Actions.  


*Go to SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS  
*Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS  
*Click 'Edit' open the Auto Action  
*Click 'Edit' open the Auto Action  
*Click 'Delete'  
*Click 'Delete'  


Once the properties/bookings/auto actions are deleted then  
Once the properties/bookings/auto actions are deleted then  
*Go to SUB ACCOUNT,
*Go to ACCOUNT MANAGEMENT (user icon)
*Click on 'Manage Account' for the Sub Account,  
*Click on 'Manage Account' for the Sub Account,  
*Scroll to the bottom of the page
*Scroll to the bottom of the page
*Click 'Delete' sub account.
*Click 'Delete' sub account.


= Make a Property available in another account of yours  =
=Property Access=
== Make a Property available in another account of yours  ==
*Click on ACCOUNT LIST  
*Click on ACCOUNT LIST  
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE ACCOUNT for the account which owns the property
*Click on MANAGE PROPERTY for the Property
*Click on MANAGE PROPERTY for the property
*Go to "Make Property Available in Multiple Accounts" and select the account
*Go to "Make Property Available in Multiple Accounts" and select the account
*If required adjust the access rights
*If required adjust the access rights


= Make a Property available in another (external) account which is not related =
<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'
 
== Allow to View Credit Card Details ==
This is set per property.
 
*Click on "Manage Account" for the Master Account, to see the property list.
 
In the "Property List"
*click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.
 
== Remove access to a property==
*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 the sub account to access
*in "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE
 
== Make a Property available in another (external) account which is not related ==
*Click on ACCOUNT LIST  
*Click on ACCOUNT LIST  
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE ACCOUNT for the Sub Account
*Click on MANAGE PROPERTY for the Property
*Click on MANAGE PROPERTY for the Property
*Add the  "Association Code" of the accounts which should access the property in the "Make Property Available With Association Code" field
*Add the  "Association Code" of the external accounts which should access the property in the "Make Property Available With Association Code" field


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


= Inter Property Linking =
== Inter Property Linking ==
* Click on Manage Property
* Click on Manage Property


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*Select the property to move to (from the list in PROPERTY)
*Select the property to move to (from the list in PROPERTY)


= Delete a Property from an Account =
= Delete a Property=
You need to delete the property from the Account that owns the Property
You need to delete the property from the Account that owns the Property


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