17,088
edits
Changes
Jump to navigation
Jump to search
== Sub Accounts ==
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
*Accountant: Access to Standard Reports - Financial Reports and Read only access to CALENDAR Booking Grid.
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".*Account Access**Update Sub Account email address**Required if sub account will be using API
<span classstyle="circlecolor: #f3e504; font-size: 250%;" >{{#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.
== Inter Property Linking ==
== Make one Account access Another Account ==
== Clone Properties =or Property Settings =
== Clone Property Settings ==
- *Click on "Manage Account"
- then click *Click on "Clone Property Settings"
== Move Properties to a different Account ==
== Move Rooms to a different Property ==
== Delete a Property from an Account ==
== Manage Bookings in a Property (Change status/delete/move) ==
== Delete Rates in a Property ==
== Add custom menu==In SUB ACCOUNT (Account List) you can add a "Custom Control Panel Menu" via a HTML Or enter each link to on an individual line, enter the top left of first, then click return and enter the control panelnext in the line below.
== Custom Tab in Bookings==
[[Category:Agents]]
[[Category:Customise_Control_Panel]]
<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 own properties.
Only one person at a time can log in to any account or sub account.
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 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.
*If a property is managed mainly by the sub account and the master accounts just needs access it should be owned by the sub account. In this case the master account is given access to the property.
Global sub account settings apply to all sub accounts in one master account
== 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.
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:
*Admin: all rights
*Accountant: Access to REPORTS - > STANDARD REPORTS "Financial Reports" and read only access to the bookings in the CALENDAR.
*Agent: Access to the CALENDAR 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 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. In BOOKINGS they can see the list and the calendar but no financial information in the booking. 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.
*Back Office: All parts of the control panel can be seen and edited except for "SETTINGS" .
*Back Office 2: All parts of the control panel can be seen be seen and edited. "SETTINGS" are "read only".
*Channelmanager: Access to DASHBBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and apps & sntegrations .
*Cleaner: Read only access to bookings in the CALENDAR and the DASHBORD. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*Cleaner Manager: Read only access to bookings in the CALENDAR and the DASHBORD. Can open the booking and see details. Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
*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 MasterFront Desk: Has read and write rights for BOOKINGS. 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.
*No Credit Card: all rights but no access to credit cards.
*Read Only: All parts of the control panel can be seen but not changed.
*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 Desk <span style="color: #f3e504; font-size: Has read and write rights for "bookings250%;" and "guests". No access to SETTINGS, CUSTOM REPORTS and Standard reports with revenue information. Read only access to all other areas.*Front Desk 2>{{#fas: Has read only lightbulb}} </span> The following roles have access to all areas of the control panel. Has read and write rights for "bookings" and "guests". *Cleanercredit card details: Read only access to bookings in the CALENDAR. Access to standard reports "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 account can send support tickets and BOOKINGS only. Can add 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.
*Host Notifications
**can be set by Master account or in each Sub Account if ROLE allows access.
=== Clone Account Settings ===
* Dashboard
* Account
* Account Access
* Account Preferences
* Outgoing Email
* Channel Manager
* Custom Reports
* Guest Management > Auto Actions(visible when you select the account to clone from)* Guest Management > Invoicee(visible when you select the account to clone from)
=== Give Sub Account Access to all Properties in the Master Account===
*Booking Linking: defines if the bookings from the property are hidden, visible in read-only mode or visible with write access.
<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===
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"
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 "Hide menu pages" for an individual sub account they will see the dashboard.
==== 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='.
*Enter the identifier here: Accounts Menu > Account List > Manage Account > Menu Settings > Hide menu pages
EXAMPLES:
<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'
==== Hide individual settings ====
*Click on "Manage" for the sub account
*Click on "Login"
*Go to the setting you want to hide
*Click on the copy icon next to the setting
*Click on "Hide"
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If the copy icon is not available for all settings. Contact us if you want to hide a setting which does not have a copy icon.
==== Hide specific tabs or sub menus from menu pages ====
===== Rate popup =====
<i>rateedit-rooms
rateedit-discounts
rateedit-channels
</i>
==== Hide individual standard reports ====
=== 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===
in "Hide menu pages".
===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.
=== Make Sub Account Properties available in the Master Account ===
*Set "Available in Master Account" to enable.
<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.
In Auto Action : Trigger Tab > Property = 'All visible in 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 *Click 'Delete' Once the properties/bookings/auto actions are deleted then *Go to SUB ACCOUNT, *Click on 'Manage Account' for the Sub Account, *Scroll to the bottom of the page*Click 'Delete' sub account. = Make a Property available in another Account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*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.
* Click on Manage Property
* All - The properties rooms can link with all properties available in the owner account.
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account.
This will only allow access to properties "owned" by the other account but not properties owned by a third account which are visible in the account.
Settings from one property can be applied to one or more properties in a sub account.
Click on "Manage Account" and then on "Clone Property Settings" and select which settings from which property should be copied to others.
Settings from one property can be applied to another property.
Go to the list of Sub Accounts,
and scroll down through the settings, tick the appropriate settings.
* Guest Management
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Master Account
*Click on MANAGE PROPERTY for the Property
*Change the owner account of the property.
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*Select the property to move to (from the list in PROPERTY)
You need to delete the property from the Account that owns the Property
Please Note : You will need to cancel or move upcoming bookings first.
It is possible to change the status of all bookings in a property.
It is possible to delete all bookings from a property.
To delete bookings from a Property, you will have to set to Cancelled first.
* Click on ACCOUNT LIST
* Click on MANAGE ACCOUNT (owner of the property)
* 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.
*Click 'Edit'
**Click on 'link' symbol
**Enter the name and URL
**Click Save
To add multiple links, you can show side by side, so enter the details and click link, and then a space and another link.
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.
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"
