Category:Sub Account: Difference between revisions
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<div class="heading">Account Management</div> | <div class="heading">Account Management</div> | ||
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) | 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= | |||
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. | 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. | ||
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*Click 'Delete' sub account. | *Click 'Delete' sub account. | ||
= Make a Property available in another 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 | ||
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The external account can find their association code in SETTINGS-> ACCOUNT. | The external account can find their association code in SETTINGS-> ACCOUNT. | ||
= Inter Property Linking = | |||
* Click on Manage Property | * Click on Manage Property | ||
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* All - The properties rooms can link with all properties available in the owner account. | * All - The properties rooms can link with all properties available in the owner account. | ||
= Make one Account access Another Account = | |||
*Click on ACCOUNT LIST | *Click on ACCOUNT LIST | ||
*Click on MANAGE ACCOUNT for the Sub Account. | *Click on MANAGE ACCOUNT for the Sub Account. | ||
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This will only allow access to properties "owned" by the other account but not properties owned by a third account which are visible in the account. | This will only allow access to properties "owned" by the other account but not properties owned by a third account which are visible in the account. | ||
= Clone Properties = | |||
Settings from one property can be applied to one or more properties in a sub account. | Settings from one property can be applied to one or more properties in a sub account. | ||
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* Guest Management | * Guest Management | ||
= Move Properties to a different Account = | |||
*Click on ACCOUNT LIST | *Click on ACCOUNT LIST | ||
*Click on MANAGE ACCOUNT for the Master Account | *Click on MANAGE ACCOUNT for the Master Account | ||
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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 = | |||
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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Please Note : You will need to cancel or move upcoming bookings first. | Please Note : You will need to cancel or move upcoming bookings first. | ||
= Manage Bookings in a Property (Change status/delete/move) = | |||
It is possible to change the status of all bookings in a property. | It is possible to change the status of all bookings in a property. | ||
It is possible to delete all bookings from a property. | It is possible to delete all bookings from a property. | ||
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To delete bookings from a Property, you will have to set to Cancelled first. | To delete bookings from a Property, you will have to set to Cancelled first. | ||
= Delete Rates in a Property = | |||
* Click on ACCOUNT LIST | * Click on ACCOUNT LIST | ||
* Click on MANAGE ACCOUNT (owner of the property) | * Click on MANAGE ACCOUNT (owner of the property) | ||
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* Delete Rate, select the Rates to Delete | * Delete Rate, select the Rates to Delete | ||
= Add custom menu= | |||
In SUB ACCOUNT (Account List) you can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel. | In SUB ACCOUNT (Account List) you can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel. | ||
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Or enter each link on an individual line, enter the first, then click return and enter the next in the line below. | 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 SUB ACCOUNT (Account List) you can add a custom tab to bookings. | In SUB ACCOUNT (Account List) you can add a custom tab to bookings. | ||