Proxy Management
      Back to home
      1. Via TRM Knowledge Base
      2. Via Travel
      3. Proxy Management

      As a Proxy User, How Do I Complete Travel Requirements on Behalf of a Traveler?

      A Proxy User is assigned by an Authorized Traveler to complete travel registry requirements on their behalf.


      As a Proxy, you've been given permission to register travel and complete other travel requirements for staff, faculty, or guest travel at your organization. As a Proxy, you'll have permission to do the following tasks on behalf of another Traveler...

      • Create a Travel Plan for another Traveler
      • Add and edit the dates and locations of another Traveler's Plan
      • Add and edit itinerary details 
      • Delete itinerary details 
      • Complete certain required forms on behalf of another Traveler

       

      To sign up and complete your Via TRM account (you’ve been invited as a proxy)

      1. Go to your email inbox 
      2. Click on the ‘You’ve been as a Proxy!’ email 
      3. Click Get Started
        1. For SSO institutions, click the Go to Portal button
        2. For Non-SSO institutions, click ‘Sign Up’
      4. Follow the instructions
      5. Click the Create account button

       

       

      Once a Proxy User has completed their account setup, they can continue to register their Travel Plan and Itinerary. Travel registry requirements are unique to every institution. If a Proxy is unsure of travel requirements, the Via team always recommends consulting the Education Abroad or Risk and Safety team.

      To create a Plan on behalf of a Traveler once you’ve been assigned as a Proxy...

      1. Sign in to your account
      2. Click Register Travel
      3. Click On behalf of Traveler
      4. Complete all required fields
      5. Click Create Plan

       

       

      To add itinerary details as a Proxy... 

      1. Logged in as a Proxy (Sign in to your account)
      2. While on the Dashboard, click Proxy Travel Plans
      3. Click Plan Name hyperlink
      4. Click My Itinerary tab 
      5. Click Edit My Itinerary
      6. Click Add Detail 

       

       

      To edit a Travel Plan for another Traveler as a Proxy...

      1. Logged in as a Proxy
      2. While on the Dashboard, click Proxy Travel Plans
      3. Click Plan Name hyperlink
      4. Click Edit My Plan
      5. Edit Plan details 
      6. Click Save

       

       

      If Proxy Users do not have the ability to complete a Plan Form, the traveler is required to complete and submit the form.

      To complete a plan form as a Proxy...

      1. Logged in as a Proxy
      2. While on the Dashboard, click Proxy Travel Plans
      3. Click Plan Name hyperlink
      4. Click My Plan Forms
      5. Click View/Edit
      6. Complete all required fields 
      7. Click Submit