How do I invite Administrative users into my account?

Invite

All Via Global accounts have a pre-determined number of Admin users dictated by the license agreement, as well as a limit to the number of Super Users. Interested in increasing the number of Admins in the account and/or Super User limit? Email support@via-trm.com for next steps! 

Only Admins with permission can invite other administrators into your account.

To invite an admin…

  1. Click the photo icon in the upper right corner in the main navigation menu
  2. Click Settings
  3. Click the Users tab
  4. Click + Invite Admin User
  5. Type in a valid email and select the desired role type
  6. Click Send Invite

 

Resend invitation

If an invited Administrator has not yet created their account, Resend Invite will appear under their email address or name. Admins with permission have the ability to resend the invitation. If an invitation is resent, Via will send the (re)invited Admin an email encouraging them to create their account.

To resend an invite...

  1. Click the photo icon in the upper right corner in the main navigation menu
  2. Click Settings
  3. Click the Users tab
  4. Locate the desired Admin User
  5. Click Resend Invite