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=== Add custom menu=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 ==You can add a "Custom Control Panel Menu" via a HTML link to the top left of the control panel'All visible in account'
== 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:
*Sub Master: 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".
==== Hide individual standard reports ====
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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
reports-arrivals
reports-payments
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==== Hide certain functions ====
===== Hide the 'Show' options in the Calendar =====
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 klick click on 'Manage Account' for the sub account. Add the following code in the field "Control panel custom CSS":
.dashgridshowfilter{display:none;}
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 ===
*Set "Available in Master Account" to enable.
== Make a Property available in another Account which is not related ==
* 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.
