How do I invite Travelers to create an account?

Inspire Travelers to engage in global opportunities by inviting them into your Via TRM account. You can invite Travelers individually or by uploading a CSV template.

To invite Travelers one at a time...

1. Click Travelers in the main navigation menu
2. Click + Invite Travelers
3. Click Add a Single Traveler
4. Type in the Traveler's First Name, Last Name and Email Address
5. Click Add

To invite multiple Travelers using a CSV template...

1. Click Travelers in the main navigation menu
2. Click + Invite Travelers
3. Click Download Batch Template
4. Open the file entitled InvitationTemplate
5. Keep the CSV Template headers
6. Remove our sample Travelers Jane and John Doe
7. Add Travelers' First Name, Last Name and Email address
8. Save the updated template
9. Back in Via, click in the box that says Click or Drag a CSV file here
10. Find your saved template and confirm to add this file to Via
11. Click Upload