17,090
edits
Changes
Jump to navigation
Jump to search
== Sub Accounts ==
*Accountant: Access to Standard Reports - Financial Reports and Read only access to CALENDAR Booking Grid.
NOTE<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> 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".
<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.
== Make a Property available in another Account which is not related ==
== Inter Property Linking ==
== Make one Account access Another Account ==
== Clone Properties =or Property Settings =
== 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==*Click 'Edit' In SUB ACCOUNT (Account List) **Click on 'link' symbol**Enter the name and URL**Click Save To add multiple links, you can add show side by side, so enter the details and click link, and then a "Custom Control Panel Menu" via a HTML space and another link. Or enter each link to on an individual line, enter the first, then click return and enter the top left of next in the control panelline 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 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.
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 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 except "SETTINGS" are "read only".*Front Desk: Has read and write rights for "bookings" and "guests". No access to SETTINGS, CUSTOM REPORTS and Standard reports with revenue information. Read only access to all other areas.*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 properties which the booking sub account owns 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 which 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 sub account 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 have sub accounts accessof its own.
*Invoicee visibility - Invoicee visibility within bookings (all in Property owner or only those created in sub account)
*Include actions from- Include auto actions from another account, they will be visible in Bookings with 'Manual' trigger.
*Maximum Google Ads Commission = 999999 (default)
*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===
To apply the limitations to all sub accounts 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:
*Click on "Hide"
<span style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> Note: The 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 ====
*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'
*Click 'Delete' sub account.
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
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.
* 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.
In SUB ACCOUNT (Account List) you can add a custom tab to bookings.
