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Category:Sub Account

251 bytes added, 12:31, 4 May 2020
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".
*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"
<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.
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.
*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.
== Make a Property available in another Account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
The external account can find their association code in SETTINGS-> ACCOUNT.
== Inter Property Linking ==
* Click on Manage Property
* All - The properties rooms can link with all properties available in the owner account.
== Make one Account access Another 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.
== Clone Properties =or Property Settings =
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.
 
== Clone Property Settings ==
Settings from one property can be applied to another property.
* Guest Management
== Move Properties to a different Account ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Account
*Change the owner account of the property.
== Move Rooms to a different Property ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Account
*Select the property to move to (from the list in PROPERTY)
== Delete a Property from an Account == 
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.
== Manage Bookings in a Property (Change status/delete/move) == 
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.
== Delete Rates in a Property == 
* 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.
Or enter each link on an individual line, enter the first, then click return and enter the next in the line below.
== Custom Tab in Bookings==
In SUB ACCOUNT (Account List) you can add a custom tab to bookings.

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