Changes

<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 ACCOUNTS (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 its own properties.

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

Go to Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNTS ACCOUNT in the top right) to create new sub accounts or manage existing sub accounts

== Create a Sub Account ==Click on the 'User' icon on the top right and then on 'Account Management (in the old control panel SUB ACCOUNTS ACCOUNT in the top right) then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.

*Sub MasterFront Desk: Has read and write rights for BOOKINGS an STANDARD REPORTS. No access to SETTINGS, CUSTOM REPORTS and Standard reports with revenue information. Read only access to all rights other areas.*Front Desk 2: Has read only access to all areas of the properties which the sub account owns control panel. Has read and write rights for BOOKINGS. *Limited Access: Access to which the sub account has access; SUPPORT only. *No Access: This role can have be used to block a sub accounts of its ownaccess.

*AccountantOwner: Access to Standard Reports - Financial Reports the DASHBOARD, CALENDAR and Read BOOKINGS only . In BOOKINGS they can see the list and the calendar but no financial information in the booking. Can add and manage own bookings if he has write access to CALENDAR Booking Grida 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 owner.

*Back OfficeSub Master: All parts of all rights to the properties which the control panel can be seen sub account owns and edited except for "SETTINGS" .*Back Office 2: All parts of to which the control panel sub account has access; can be seen be seen and edited except "SETTINGS" are "read only"have sub accounts of its own.*Front DeskSub Reseller: Has read and write rights for "bookings" and "guests"A Sub Master who can also resell. No access Send a support ticket if you want to SETTINGS, CUSTOM REPORTS and Standard reports with revenue information. Read only access to all other areasuse this role.*Front Desk 2<span style="color: #f3e504; font-size: Has read only access to all areas of the control panel. Has read and write rights for "bookings" and 250%;"guests". *Cleaner>{{#fas: Read only lightbulb}} </span> The following roles have access to bookings in the CALENDAR. Access to standard reports credit card details: "CleaningAdmin", "Daily ActivityRead Only", "Cleaning BriefBack Office" and "Daily Unit ActivityFront Desk".*Cleaner Manager: Credit card access is set per property. Read only See further down how to allow credit card access to bookings in the CALENDARfor a property. Can open To prohibit credit card access enter the booking and see details. Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and word ''creditcard'' in "Daily Unit ActivityHide menu pages".*Channelmanager: Access to DASHBBOARD Settings below can be left as default and updated in sub account if ROLE has permissions, CALENDAR, BOOKINGS, RATES, in SETTINGS they otherwise can see property setting, room setting, channel settingsbe set by the Master Account.  *Agent: Access Allow Delete Bookings - set if you allow the sub account to delete bookings *Outgoing Email - Set whether this sub account can use the CALENDAR onlymaster account outgoing email settings for sending email. Can add and manage own bookings Required if he has write access you want the sub account 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 agentsend auto action emails. *Agent 2: Access to Support Tickets - Specify if the CALENDAR and BOOKINGS only. Can add account can send support tickets and manage own bookings and prices if he has write access to a propertyso, who will answer them.  *Write Access Bookings from - Set if this account can modify bookings created by other sources accounts *Invoicee visibility - Invoicee visibility within bookings (all in Property owner or only show as blocked dates. ny rooms those created in sub account) *Include actions from - Include auto actions from another account, they will be visible in Bookings with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent'Manual' trigger. *Maximum Google Ads Commission = 999999 (default) *Account**Check Account Info**Account Template Variables *Preferences**Control Panel**Control Panel Calendar**Bookings**Highlight Colours *Outgoing Email*Agent 3: Access to *Setup the outgoing email service for the DASHBOARDsub account, CALENDAR, and BOOKINGS only. Can add and manage own bookings and prices if he has write access required to a property. Bookings send emails 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.*No Access: This role can be used to block a sub accounts accessaccount.

* Guest Management > Auto Actions(visible when you select the account to clone from)* Guest Management > Invoicee === Give Sub Account 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" (visible when you 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" === 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 clone 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)

In "Manage Account" under ACCOUNTLISTACCOUNT LIST-MANAGE ACCOUNT for the specific sub account you can specify the access rights:

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} Note: </span> If you include bookings from another property you will also need to allow "Booking Linking" from the property which owns the booking to see them. === Hide Menus and/or Settings from Sub Account or make them read only===You can *make whole pages "read only"*hide whole pages *hide individual settings  If you want to limit individual sub accounts click on "Manage Account" and use the settings there.

=== Hide Menus and/or To apply the limitations to all sub accounts use the "Global Sub Account Settings from Sub " under "Account ===List"

*To hide menu pages <span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you limit settings for all sub account you can make them visible and/or parts readable selected sub account by adding a ! symbol in front of the page/setting which is globally hidden. You might need to enter the code in both "Read Only Menu Pages" and "Hide Menu Pages" to make them click on SUB ACCOUNTS visible and writeable.  Example: The entry '''dashboard''' in "Hide menu pages" in "Global Sub Account Settings" will hide the dashboard page from all sub accounts. If you enter '''!dashboard''' in the identifiers listed below in "Hide menu pages". The context help gives a detailed explanationfor an individual sub account they will see the dashboard.

<i>settings,rates</i> - hides the menus 'Settings' and 'RatesFixed Prices ' <i>report</i> - hides the menu 'Reports' (This is an exception as this identifier is never visible.)

===== Bookings: =====

===== Rates: Fixed Prices =====

===== Booking popup: =====

===== Rate Fixed Prices popup: =====<i>rateedit-rooms

reports-invoices guestsandhousekeeping - this hides hide all invoice reportsguests and housekeeping report

reports-payments occupancy - this hides all payments occupancy reports

reports-monthlyrevenue financial - this hides all monthly revenue financial reports

reports-arrivalsinvoices - hides all invoice reports

reports-departurespayments - hides all payments reports

reports-dailyactivitymonthlyrevenue - hides all monthly reports

reports-dailyunitactivitycharges - hides all charges reports

reports-dailyunitnotes reports-currentguestsarrivals

reports-invoicescurrentguests reports-country

reports-occupancydailyactivity

reports-monthlyrevenuedailyunitactivity

reports-financialdailyunitnotes

reports-countrydepartures

reports-paymentsoccupancy

<code>.dashgridshowfilter{display:none;}</code>

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

<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]

*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 click *Click on "Manage Account" *Go to Account Settings and set "Outgoing Email"=Never use Master Account or Use Master Account as Fallback.

===Messages and Pop-pup up news to Sub Accounts ===The function "Message to Account" allows to send information to all sub accounts.  When you click on "Manage Account" you can also create messages for individual sub accounts. === Delete a Sub Account === It is only possible to delete a sub account if the property they own has no future bookings, see the details in 'Manage Bookings in a Property' for more details.  It is only possible to delete a sub account if they have no Auto Actions.  *Go to {{#fas:cog}} (SETTINGS) GUEST MANAGEMENT > AUTO ACTIONS *Click 'Edit' open the Auto Action *Click 'Delete'  Once the properties/bookings/auto actions are deleted then *Go to ACCOUNT MANAGEMENT (user icon)*Click on 'Manage Account' for the Sub Account, *Scroll to the bottom of the page*Click 'Delete' sub account.

=Property Access=== Make Sub Account Properties a Property available in the Master Account =a related account (sub account) ==

*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property*Click on MANAGE PROPERTY for the Propertyproperty*Set Go to "Make Property Available in Master AccountMultiple Accounts" *Scroll down to enablethe sub account. *Select the access rights, Writeable, Read-only or Hide. *Click SAVE.

<span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} Note: </span> Required if you have Auto Actions in the Master Account that you want to trigger across multiple accounts/properties.

== Remove access to a property==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the account which owns the property*Click on MANAGE PROPERTY for the property you want to remove access for the sub account.*Go to "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE == Make a Property available in another Account (external) account which is not related ==

*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property

*Add Go to "Make Property Available in Multiple Accounts"*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 {{#fas:cog}} (SETTINGS-) ACCOUNT.

* Click on Manage ACCOUNT LIST *Click on MANAGE ACCOUNT for the for the account which owns the property*Click on MANAGE PROPERTY for the Property*Go to Property Settings > Room Linking

Certain items like rates Fixed Prices and room dependency settings can be linked with other rooms.

== Make one Account access Another Account Allow Sub Accounts to View Credit Card Details ==*Click on ACCOUNT LIST This is set per property.  *Click on MANAGE ACCOUNT for the Sub Master Account.*Use , to see the "Access All Properties in Another Account" menu to allow this account access to another accountproperty list.

This will only allow access to properties In the "Property List" *click on "ownedMANAGE PROPERTY" by the other account but not properties owned by a third account which are visible in the accountand set "View Credit Cards" = Owner and linked accounts.

== Clone Properties =or Property Settings =

- *Click on "Manage Account" MANAGE ACCOUNT

- then click *Click on "Clone Property Settings" CLONE PROPERTY SETTINGS

== Move Properties to a different Account ==

*Click on MANAGE ACCOUNT for the Sub Master Account

== Move Rooms to a different Property ==

== Delete a Property from an Account == 

== Manage Bookings in a Property (Change status/delete/move) == 

== Delete Rates Fixed Prices in a Property == 

* Scroll to RatesFixed Prices* Delete RateFixed Price, select the Rates Prices to Delete = Add Custom Control Panel 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.

== Add custom menu==In SUB ACCOUNT (Account List) To add multiple links, you can add show side by side, so enter the details and click link, and then a "Custom Control Panel Menu" via a HTML 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. A good option to add to this section is the top left of QR code for the control panelBeds24 App for users that do not have permissions to the Settings > Apps & Integrations menu. <code><a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code>

== Custom Tab in Bookings==

To change the name of the tab enter the following in the Control Panel Custom Text setting: *Custom Tab|New Name of the Tab  replacing New Name of the Tab with your preferred name.

To hide the custom tab from individual sub accounts go to ACCOUNT LIST then  *click on "Manage Account" and enter