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It is only possible to delete a sub account if they have no Auto Actions,
- *Click on "Manage Account"
- then click *Click on "Clone Property Settings"
You can also [[Integromat.com#Create_a_Subaccount_from_a_Google_Form|create a subaccount via Integromat]].
*Go to Account Settings
*Assign the ROLE for Sub Account
The "Role" determines access rights:
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". Settings below can be left as default and updated in sub account if ROLE has permissions, otherwise can be set by the Master Account. *Allow Delete Bookings - set if you allow the sub account to delete bookings *Outgoing Email - Set whether this sub account can use the master account outgoing email settings for sending email. Required if you want the sub account to send auto action emails. *Support Tickets - Specify if the account can send support tickets and if so, who will answer them. *Write Access Bookings - Set if this account can modify bookings created by other accounts *Invoicee visibility - Invoicee visibility within bookings (all in Property owner or only those created in sub account) *Include actions from *Maximum Google Ads Commission = 999999 (default) *Account- Check Account Info - Account Template Variables *Preferences- Control Panel - Control Panel Calendar - Bookings - Highlight Colours *Outgoing Email- Setup the outgoing email service for the sub account, required to send emails from the sub account. *Host Notifications- can be set by Master account or in each Sub Account if ROLE allows access. *Account Access- Update Sub Account email address- Required if sub account will be using API
=== Clone Account Settings ===
* Dashboard
* Account
* Account Access
* Account Preferences
* Outgoing Email
If you want to limit individual sub accounts click on "Manage Account" and use the settings there.
To apply the limitations to all sub accounts us use the "Global Sub Account Settings" under "Account List"
<span class="circle" >{{#fas:lightbulb}} Tip</span> If you limit settings for all sub account you can make them visible and/or readalbe 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 visible and writeable.
=== Allow Sub Accounts to View Credit Card Details ===
This is set per property. *Click on "Manage Account" for the Master Account, to see the property list. In the "Property List" *click on "MANAGE PROPERTY" and set "View Credit Cards" = Owner and linked accounts.
=== Set Sub Account to send Email from their own Email Address ===
*Log into the sub account and go 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.
=== Block Sub Accounts from sending SMS===
===Messages and Pop-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.
=== Make Sub Account Properties available in the Master Account ===
=== 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 SETTINGS -> GUEST MANAGEMENT -> AUTO ACTIONS
*Click 'Edit' open the Auto Action
*Add the "Association Code" of the accounts which should access the property in the "Make Property Available With Association Code" field
The external account can find their association code in SETTINGS-> ACCOUNT.
== Inter Property Linking ==
Go to the list of Sub Accounts,
and scroll down through the settings, tick the appropriate settings.
For content you can use HTML and template variables to include information from the booking.
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.
Each sub account can have its own custom tab. If a sub account has a custom tab defined, this will be shown instead of the global custom tab.
To hide the custom tab from individual sub accounts go to ACCOUNT LIST then *click on "Manage Account" and enter
bookedit-custom
in "Hide menu pages"
