How do I edit my organization information?

The organization tab in settings displays the information used to create the Via Global account and allows Admins to add their organization’s logo.

Admins with permission can edit the following from within the Organization tab in Settings.

1. Account information
2. Organization description
3. Traveler Intake/Program Match
4. Organization timezone
5. Toggle Traveler Sign Up On/Off
6. Toggle Allow Travelers to Defer Programs On/Off

Account information

• Name*
• Subdomain URL*
• Address
• Department Name
• Organization Description
• Organization Type
• Goals

*indicates fields are not editable. If an Organization needs to edit their Organization Name and/or subdomain URL, reach out to support@via-trm.com

Organization description

Organization description is a field that appears at the bottom of all program brochures created in your organization’s Via Global account. 

To update organization description…

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Click the Organization tab
4. Scroll to the Description of Organization field
5. Type in your desired description (see sample below)
6. Click Save

Sample Description of Organization:

Traveler Intake & Program Match

Traveler Intake and Program Match are two guided, optional experiences available to Travelers that collect psychographic, demographic, geographic, and behavioral information. Admins can, at any time, turn off one or both experiences if they desire.

If they are both turned on, Travelers are prompted to go through both experiences when they first create their Via Global account and can opt to edit their responses at any time. If only one is turned on, the respective experience will be presented to Travelers upon first login. If they are both turned off, Travelers, upon first login, will be taken immediately to their view of all programs. 

To turn on/off either experience… 

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Scroll to Organization Settings
4. Select the desired experience(s) to show to Travelers
5. Click Save

Organization timezone

Timezone is a field representative of where your organization’s main office is located or where your staff is based. It is an important field in Via Global as it is tied with the following:

• For Travelers, visual indication on program brochures, applications, forms, events, and mailers
• For Admins, visual indication in program settings, on program brochures, application and form templates, applications, forms, mailers, events, and reports
• When an application is open or closed for application creation & submission
• When mailers, like deadline reminders, go out

To update timezone… 

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Scroll to Organization Settings
4. Type in or select desired timezone
5. Click Save

Traveler Sign Up

Admins with permission can turn OFF the ability for Travelers to Sign Up and create a Via TRM account within your Organization. This is primarily a feature used by campuses that have Single Sign On turned on. It is very rare that a campus without Single Sign On would want to toggle Sign Up to off as their users would never be able to create an account without an explicit invitation. For Single Sign On campuses that do not want to allow non-University students to create an account, Admins have the ability to turn off Sign Up. Given Sign Up is turned off and Admins want to 'invite' special users to Sign Up, Admins can share the Manual Sign Up link.

To toggle Sign Up on/off… 

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Scroll to Organization Settings
4. Change Allow Sign Up through Via to Off or On, as desired
5. Click Save

To share Sign In/Sign Up link… 

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Scroll to Organization Settings
4. Click the Manual Sign In/Sign Up link to copy the link to clipboard
5. Share link as desired

Allow Travelers to Defer Programs

Admins with permission can turn OFF the ability for Travelers to Defer from programs. Toggling this setting to OFF will hide the Defer option completely from the Traveler view. Admins with permission can still change a Traveler's application status to Deferred at any time - even if this setting is turned off.

To toggle Defer on/off… 

1. Click the photo icon in the upper right corner in the main navigation menu
2. Click Settings
3. Scroll to Organization Settings
4. Change Allow Travelers to Defer to Off or On, as desired
5. Click Save