Proxy Management
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      1. Via TRM Knowledge Base
      2. Via Travel
      3. Proxy Management

      As a Traveler, how do I authorize a Proxy user to register travel on my behalf?

      As a Traveler with permission, you have the opportunity to assign a Proxy user to help you submit and register your travel per your organization’s requirements. This article will walk you through how to add a trusted Proxy to help you register your travel, add your itinerary details, and complete eligible pre-departure forms, if needed. A Proxy can also edit any existing Travel Plan or itinerary details if any unexpected changes arise.

       

      Travelers with permission can decide to choose an existing proxy within their Via account or invite a new proxy user to assist with their traveler registry.

      To choose an existing proxy in your Organization…

      1. Log in to your Via TRM account
      2. Click Register Travel
      3. On the blue banner, click the click here link
      4. Click Search for Existing Proxy User
      5. Select a Proxy User 
      6. Click Save

       

       

       

      If a Proxy user is being invited for the first time, the user will receive a Mailer Notification from messages@via-trm.com. Once they complete their account sign up, they will be associated with the Traveler.

      To choose a new proxy in your Organization…

      1. Log in to your Via TRM account
      2. Click Register Travel
      3. On the blue banner, click the click here link
      4. Click Invite New Proxy User
      5. Complete all required fields
      6. Click Invite Proxy