Changes

Jump to navigation Jump to search

Category:Sub Account

575 bytes added, 12:16, 7 September 2019
== 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:
*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.
==== 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
 
 
 
<i>
reports-arrivals
reports-payments
</i>
 
==== Hide certain functions ====
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 ==

Navigation menu