Difference between revisions of "Category:Sub Account"

This page is about the menu Sub 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 own properties.

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

1 Before you create a Subaccount

A property is always owned by one account or subaccount but it can be set up to be accessed from other accounts. It inherits it's 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.

• If a property is managed mainly in the master account and the subaccount just needs access to see certain information or to perform certain tasks it should be owned by the master account. In this cas subaccounts are given access to the property.

• If a property is managed mainly by the subaccount and the master accounts just needs access it should be owned by the subaccount. In this case the master account is given access to the property.

2 Move Properties to a different 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 Create a Subaccount

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

4 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"
• if required block sub accounts from selected pages in "Menu Settings"

5 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"
• if required block sub accounts from selected pages in "Menu Settings"

6 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.

7 Make a Property available in another Account or Sub 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.