17,090
edits
Changes
Jump to navigation
Jump to search
*To hide menu pages click on SUB ACCOUNTS and enter the names of the pages you want to hide in "Hide menu pages". The context help gives a detailed explanation. EXAMPLE: To hide all channel manager pages you need to enter:
synchroniser*To hide menu pages or parts of them click on SUB ACCOUNTS and enter the identifiers listed below in "Hide menu pages". The context help gives a detailed explanation.
to hide all settings enter: ==== Hide whole menu pages ====*To find out the identifier of a page you can look at the URL. The identifier is the word after 'pagetype='.
settingsEXAMPLES:
to hide all settings and rates enter<i>synchroniser</i> - hides ALL Channel Manager pages
settings, rates<i>syncroniserbookingcomxml</i> - hides only the Booking.com channel manager page.
Tabs in <i>settings,rates</i> - hides the "Booking" pop up can be hidden using menu pages 'Settings' and 'Rates'
The "Calendar" tab in BOOKINGS can be hidden using rateedit-discounts rateedit-upsell rateedit-channels</i> ==== Hide individual standard reports ====<i>reports-financial - this hides all financial reports reports-invoices - this hides all invoice reports reports-payments - this hides all payments reports reports-monthlyrevenue - this hides all monthly revenue reports
bookings-calendar
Standard reports can be hidden using
Tabs 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 "RatesControl panel custom CSS" pop up can be hidden using :
rateedit-rooms .dashgridshowfilter{display:none;}
rateedit-discounts rateedit-upsell rateedit-channels Tabs on the RATES page can be hidden using rates-list rates-calendar rates-channels If you want to hide This hides the 'Show' options from some of the ROLES drop-down function in the Calendar, change the sub-account to . The user can only see the role "Admin" then log into the account, go to the CALENDAR and click on "Show". Then deselect all bits options that you do not want to show. Then go back ROLE have left ticked and change they can't tick them back to on because the appropriate ROLEdrop-down is not there anymore. If you want to hide the "Delete" button in booking add the following code in the "Control panel custom CSS" for the sub account: .pagetypeajaxbookedit .b24btn_Delete {display: none} If you want to hide the "Add Booking" button for the sub account add the following code in the "Control panel custom CSS" for the sub account:
.icon-suitcase, .b24btn_AddBooking{display: none}===== Hide the 'Delete' button in the booking popup =====
If you want to hide a certain setting box on a page add the following code in the "Control panel custom CSS" for the sub account for example .pagetypeajaxbookedit .b24btn_Delete{display:none}
.pagetypecommunicationbooktemplate #settingformid .background_boxprop:nth-of-type===== Hide the 'Add Booking' button (2suitcase icon) { display:none; } in the calendar =====
this will hide booking template 2 . icon-suitcase, .b24btn_AddBooking{display:none}
*If you only want to hide individual settings send us For more possibilities using custom CSS have a support ticket for the code required here to hide the particular settinglook at this page: [https://wiki.beds24.com/index.php/Custom_CSS Custom CSS]
[[Category:Customise_Control_Panel]]
''This page is about the menu SUB ACCOUNTS(top right)''
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.
== Create a Sub Account ==
Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.
You can also [[Integromat.com#Create_a_Subaccount_from_a_Google_Form|create a subaccount via Integromat]].
The "Role" determines access rights:
*Admin: all rights
*Co Master: all rights to the properties which the sub account owns and to which the sub account has access; access to the master accounts sub account menu; can change sub accounts in the master account and create sub accounts in the master account but does not have sub accounts of it own.
*Sub Master: ll all rights to the properties which the sub account owns and to which the sub account has access; can have sub accounts of its own.
*No Credit Card: all rights but no access to credit cards.
*Accountant: Access to Standard Reports - Financial Reports and Read only access to CALENDAR Booking Grid.
*Read Only: All parts of the control panel can be seen but not changed.
*Back Office: All parts of the control panel can be seen and edited except for "SETTINGS" .
*Front Desk 2: Has read only access to all areas of the control panel. Has read and write rights for "bookings" and "guests".
*Cleaner: Read only access to bookings in the CALENDAR. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Cleaner Manager": Read only access to bookings in the CALENDAR. Can open the booking and see details. Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".*Channelmanager: Access to DASHBBOARD, CALENDAR, BOOKINGS, RATES, in SETTINGS they can see property setting, room setting, channel settings.*Agent: Access to the CALENDAR only. Can add and manage own bookings if he has write access 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 agent. *Agent 2: Access to the CALENDAR and BOOKINGS only. Can add and manage own bookings and prices if he has write access to a property. Bookings from other sources only show as blocked dates. ny rooms with a sell priority less than 10 are hidden. This allows the creation of rooms "hidden" from the agent.*Agent 3: Access to the DASHBOARD, CALENDAR, and BOOKINGS only. Can add and manage own bookings and prices if he has write access 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 agent.*No Access: This role can be used to block a sub accounts access.
NOTE: The following roles have access to credit card details: "Admin", "Read Only", "Back Office" and "Front Desk". Credit card access is set per property. See further down how to allow credit card access for a property. To prohibit credit card access enter the word ''creditcard'' in "Hide menu pages".
*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"
===Specify Access Rights===
In "Manage Account" under ACCOUNTLIST-MANAGE ACCOUNT for the sub account you can specify the access rights:
*Control Panel: defines if the property is visible in the controls read-only mode or visible with write access.
*Inventory Linking: controls if the prices and availability can be linked. Values are visible in read-only mode or visible with write access.
*Booking Linking: defines if the bookings from the property are hidden, visible in read-only mode or visible with write access.
Note: 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 ===
<i>settings</i> - hides the menu page 'Settings'
==== Hide specific tabs or sub menus from menu pages ====
===== Bookings: =====
<i>
bookings-calendar
</i>
===== Rates: =====
<i>
rates-list
rates-calendar
rates-channels
</i>
==== Hide specific tabs from popup menus ====
===== Booking popup: =====
<i>
bookedit-info
bookedit-mail
</i>
===== Rate popup: =====
<i>
rateedit-rooms
reports-arrivals
reports-payments
</i>
==== Hide certain functions ====
===== Hide the 'Show' options in the Calendar =====
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:
=== Allow Sub Accounts to View Credit Card Details ===
in "Hide menu pages".
===Messages and Pop-pup news to Sub Accounts ===The function "Message to Account" allows to send information in the same style as Beds24 News to all 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 MANAGE PROPERTY for the Property
*Set "Available in Master Account" to enable.
Note: 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'
== Make a Property available in another Account which is not related ==
* Booking Rules
* Booking Questions
* Upsell ItemsNote: pictures will not copy and need to be assigned manually
* Payment Collection
* Credit Cards
* 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. == Custom Tab in Bookings==You In SUB ACCOUNT (Account List) you can add a custom tab to bookings.
For content you can use HTML and template variables to include information from the booking.
