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

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[[Category:Sub_Account]]
 
[[Category:Sub_Account]]
 
  ''This page explains how to set up sub accounts.
 
  ''This page explains how to set up sub accounts.
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A property is always owned by one account but it can be set up to be accessed from other accounts.
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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.  
 
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.  
  

Revision as of 12:00, 28 October 2014

This page explains how to set up sub accounts.

A property is always owned by one account but it can be set up to be accessed from other 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 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"
  • if required block sub accounts from selected pages in "Menu Settings"

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

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.