Difference between revisions of "Set up Subaccounts with Full or Limited Access"

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''This page explains how to set up sub 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.
 
 
== Creating a Subaccount ==
 
 
Click on SUB ACCOUNTS then on "CREATE NEW SUB ACCOUNT". Enter username password and Email.
 
 
== Move Properties to a different Account ==
 
 
Each property is owned by one account or sub account. It inherits it's account level settings from this owner account.
 
*Click on ACCOUNT LIST
 
*Click on MANAGE ACCOUNT for the Sub Account
 
*Click on MANAGE PROPERTY for the Property
 
*Change the owner account of the property.
 
 
== Give Subaccount  Access to all Properties in the Master Account==
 
*Click on ACCOUNT LIST
 
*Click on MANAGE ACCOUNT for the Sub Account
 
*in "Access All Properties in Another Account" select the account that can be accessed. Set which areas the sub account can access "read only" and which "read and write"
 
*if required block sub accounts from selected pages in  "Menu Settings"
 
 
== Give Subaccounts  Access to Selected Properties in the Master Account==
 
*Click on ACCOUNT LIST
 
*Cick on MANAGE ACCOUNT for the Master Account
 
*in the "Property List" click on "MANAGE ACCOUNT" for the propety you allow the sub account to access
 
*in "Make Property Available in Another Account" set "Available in Account" to the master account "Status" to enable and set "Access Rights"
 
*if required block sub accounts from selected pages in  "Menu Settings"
 
 
== Make Sub Account Properties available in the Master Account ==
 
*Click on ACCOUNT LIST
 
*Click on MANAGE ACCOUNT for the Sub Account
 
*Click on MANAGE PROPERTY for the Property
 
*Set "Make Property Available in Master Account" to enable.
 
 
== Make Properties available in another Account ==
 
*Click on ACCOUNT LIST
 
*Click on MANAGE ACCOUNT for the Sub Account
 
*Click on MANAGE PROPERTY for the Property
 
*Set "Make Property Available in Another Account" to the Account and set whether the Account can have read/write or read only access.
 

Latest revision as of 16:23, 28 October 2014