Changes

<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 its own properties.

== Sub Accounts ==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 its 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.

== Create a Sub Account ==

*Sub MasterFront Desk: Has read and write rights for BOOKINGS an STANDARD REPORTS. 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.

*AccountantOwner: Access to Standard Reports - Financial Reports the DASHBOARD, CALENDAR and Read 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 if he has write access to CALENDAR Booking Grida 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 owner.

*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 properties which the CALENDAR. Can open the booking and see details. Access to standard reports "Arrival", "Departure", "Current Guests", "Cleaning", "Daily Activity", "Cleaning Brief" sub account owns 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 sub account 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 ; can have sub accounts of rooms "hidden" from the agentits own.*Agent 2Sub Reseller: Access to the CALENDAR and BOOKINGS onlyA Sub Master who can also resell. 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 Send 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 support ticket if he has write access you want 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 use this role can be used to block a sub accounts access.

  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 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.

<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 readable 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.

<i>settings,rates</i> - hides the menus 'Settings' and 'RatesFixed Prices ' <i>report</i> - hides the menu 'Reports' (This is an exception as this identifier is never visible.)

<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.

===== Rates Fixed Prices =====

===== Rate Fixed Prices popup =====<i>rateedit-rooms

reports-occupancy - this hides all occupancy reports

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 reports-charges - hides all charges reports

reports-departurescleaning reports-cleaningbrief reports-currentguests reports-country

reports-currentguests reports-cleaning reports-cleaningbrief reports-invoicesdepartures

<code>.dashgridshowfilter{display:none;}</code>

<code>.pagetypeajaxbookedit .b24btn_Delete{display: none}</code>

<code>.icon-suitcase, .b24btn_AddBooking{display:none}  For more possibilities using custom CSS have a look at this page: [https:<//wiki.beds24.com/index.php/Custom_CSS Custom CSS] === Allow Sub Accounts to View Credit Card Details ===This is set per property. code>

*Click on <span style="Manage Accountcolor: #f3e504; font-size: 150%;" for the Master Account, to see the property list>{{#fas:lightbulb}} </span> For more possibilities using custom CSS have a look at this page: [https://wiki. beds24.com/index.php/Custom_CSS Custom CSS]

*Log into the sub account and go {{#fas:cog}} (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 {{#fas:cog}} (SETTINGS -> ) GUEST MANAGEMENT -> AUTO ACTIONS

*Go to SUB ACCOUNT, MANAGEMENT (user icon)

=Property Access=== Make a Property available in a related account (sub account) ==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the account which owns the property*Click on MANAGE PROPERTY for the property*Go to "Make Property Available in Multiple Accounts" *Scroll down to the sub account. *Select the access rights, Writeable, Read-only or Hide. *Click SAVE.  <span style="color:#fe746c;“ >{{#fas:exclamation-triangle}} </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' == Remove access to a property==*Click on ACCOUNT LIST *Click on MANAGE ACCOUNT for the account which owns the property*Click on MANAGE PROPERTY for the property you want to remove access for the sub account.*Go to "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE == Make a Property available in another Account (external) account which is not related ==

*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property

*Add Go to "Make Property Available in Multiple Accounts"*In the "Make Property Available With Association Code" field add the "Association Code" of the external accounts which should access the property in the "Make Property Available With Association Code" field.

The external account can find their association code in {{#fas:cog}} (SETTINGS-> ) ACCOUNT.

* Click on Manage ACCOUNT LIST *Click on MANAGE ACCOUNT for the for the account which owns the property*Click on MANAGE PROPERTY for the Property*Go to Property Settings > Room Linking

Certain items like rates Fixed Prices and room dependency settings can be linked with other rooms.

== Make one Account access Another Account Allow Sub Accounts to View Credit Card Details ==*Click on ACCOUNT LIST This is set per property.  *Click on MANAGE ACCOUNT for the Sub Master Account.*Use , to see the "Access All Properties in Another Account" menu to allow this account access to another accountproperty list.

This will only allow access to properties In the "Property List" *click on "ownedMANAGE PROPERTY" by the other account but not properties owned by a third account which are visible in the accountand set "View Credit Cards" = Owner and linked accounts.

== Clone Properties =or Property Settings =

*Click on "Manage Account" MANAGE ACCOUNT

*Click on "Clone Property Settings" CLONE PROPERTY SETTINGS

== Move Properties to a different Account ==

*Click on MANAGE ACCOUNT for the Sub Master Account

== Move Rooms to a different Property ==

== Delete a Property from an Account == 

== Manage Bookings in a Property (Change status/delete/move) == 

== Delete Rates Fixed Prices in a Property == 

* Scroll to RatesFixed Prices* Delete RateFixed Price, select the Rates Prices to Delete 

== Add custom menu=Custom Control Panel Menu=

A good option to add to this section is the QR code for the Beds24 App for users that do not have permissions to the Settings > Apps & Integrations menu.  <code><a href="https://beds24.com/control3.php?pagetype=mobileapp">Mobile App</a></code> = Custom Tab in Bookings==