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Category:Sub Account

944 bytes added, 21 February
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.
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 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.
*If a property is managed mainly in the master account and the sub account just needs access to see certain information or to perform certain tasks it should be owned by the master account. In this case sub accounts are given access to the property.
*Agent 3: Access to the DASHBOARD, CALENDAR, and BOOKINGS only and can change their password. 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 DASHBOARD, CALENDAR, BOOKINGS, PRICES, in SETTINGS they can see property setting, room setting, channel settings and apps & integrations .
*Cleaner: Read only access to bookings in the CALENDAR and the DASHBOARD. Access to standard reports "Cleaning", "Daily Activity", "Cleaning Brief" and "Daily Unit Activity".
<i>settings</i> - hides the menu 'Settings'
<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.)
<i>reports</i> - hides the sub menu 'Standard Reports' from the drop-down menu 'Reports'
<i>reportlogs2</i> - hides the sub menu 'Booking Page Log' from the drop-down menu 'Reports'
 
<i>reportactivity</i> - hides the sub menu 'Activity Log' from the drop-down menu 'Reports'
==== Hide individual settings ====
</i>
===== Rates Fixed Prices =====
<i>
rates-list
</i>
===== Rate Fixed Prices popup =====
<i>rateedit-rooms
*Click on MANAGE PROPERTY for the property
*Go to "Make Property Available in Multiple Accounts"
*Select Scroll down to the sub account from the drop down list in "Make Property Available In Sub Account".*If required adjust 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'
 
== Allow 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.
== Remove access to a property==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Master Accountaccount which owns the property*in the "Property List" click Click on "MANAGE PROPERTY" for the property you allow want to remove access for the sub account to access.*in Go to "Make Property Available in Multiple Accounts" click 'REMOVE' then SAVE
== Make a Property available in another (external) account which is not related ==
*Click on ACCOUNT LIST
*Click on MANAGE ACCOUNT for the Sub Accountaccount which owns the property
*Click on MANAGE PROPERTY for 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.
== Inter Property Linking ==
* 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.
The Inter Property Linking settings controls the ability of this property to link with other properties.
* Same Owner Account - The properties rooms can only link with other properties owned by the same account.
* All - The properties rooms can link with all properties available in the owner account.
 
== 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.
= Clone Properties or Property Settings =
Go to the list of Sub Accounts,
*Click on "Manage Account" MANAGE ACCOUNT
*Click on "Clone Property Settings" CLONE PROPERTY SETTINGS
and scroll down through the settings, tick the appropriate settings.
To delete bookings from a Property, you will have to set to Cancelled first.
= Delete Rates Fixed Prices in a Property =
* Click on ACCOUNT LIST
* Click on MANAGE ACCOUNT (owner of the property)
* Go to "Property List" click on "MANAGE PROPERTY"
* Click on Manage Room
* Scroll to RatesFixed Prices* Delete RateFixed Price, select the Rates Prices to Delete
= Add custom menuCustom Control Panel 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.
 
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=
in "Hide menu pages"
 
===Example for Custom Tab ===
 
Click 'Edit' then add the text and template variables as you want to show on the Custom Tab in the booking.
 
[GUESTTITLE] [GUESTFIRSTNAME] - [GUESTNAME]
 
Check in : [FIRSTNIGHT] Checkout : [LEAVINGDAY]
Note: [GUESTARRIVALTIME]
 
Rooms : [ROOMNAMESNCBR]
 
Fixed Price Details : [RATEDESCBR]
Invoice Details : [INVOICETABLE2]
 
Pending Payments : [INVOICEPENDPAY] Due date : [INVOICEPENDPAYNEXTDATE]
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