Settings
Your guide to setting up your Via TRM account by editing your Organization Settings.
- What are settings?
- How do I edit my organization information?
- How do I edit my branding?
- How do I turn on Request to Withdraw?
- How do I turn on/off Traveler Intake or Program Match?
- How do I customize Traveler Intake for my Organization?
- How do I set up my organization to authorize third-party programs?
- How do I set up Program Alternates for my organization?
- How do I create/edit/archive Term Tags?
- How do I create/edit/archive Term Names?
- As an Admin, how do I edit My Account settings?
- How do I turn on/off notifications?
- How do I access Via's knowledge base?
Custom Fields
Users
- What are Administrative users?
- How do I invite Administrative users into my account?
- How do I remove Admin users from my account?
- How do I remove Admin access from Administrative users?
- How do I change another Admin's role?
- How do I edit user roles & permissions?
- How do I set up Default Message Recipients?