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 set up my organization to authorize third-party programs?
• How do I set up Program Alternates for my organization?
• How do I add/remove Custom Fields to my account?
• How do I create/edit/archive Tags?
• How do I create Term Names?
• What are administrative users?
• How do I invite administrative users into my account?
• How do I change another admins role?
• How do I set up default message recipients?
• How do I remove admin access from administrative users?
• How do I edit user roles & permissions?
• How do I edit My Account settings?
• How do I turn on/off notifications?
• How do I turn on/off Traveler Intake or Program Match?