company logo
Via TRM Knowledge Base
  • Go to via-trm.com
  • Contact us
Settings
  • Travelers
    • Traveler Applications
    • Traveler General Forms
  • Programs
    • Terms
    • Authorizing Provider Programs
  • Applications
  • Forms
    • General Forms
  • Reporting
  • Settings
    • Custom Fields
    • Users
  • Dashboards
    • Programs
    • Events
    • Travelers
    • Forms
    • Applications
  • Mailers
    • Application Mailers
    • Recommendation Mailers
    • Event mailers
    • Program Interest
    • Form mailers
    • Message mailers
    • Account mailers
    • Plan Mailers
    • Travel Plan Detail Mailers
    • SafeCheck Mailers
  • Messages
  • Events
  • Via Travel
    • Travel Plans
    • SafeCheck
    • Details
    • Group Leaders
    • Reporting
  • Sign Up/In/Out
  • General
    • Release Notes
  • SSO and Data Integration
  • Provider Hub
  • Traveler Point of View
  • Recommendations
  • Faculty
      Back to home
      1. Via TRM Knowledge Base
      2. Settings
      • Travelers
        • Traveler Applications
        • Traveler General Forms
      • Programs
        • Terms
        • Authorizing Provider Programs
      • Applications
      • Forms
        • General Forms
      • Reporting
      • Settings
        • Custom Fields
        • Users
      • Dashboards
        • Programs
        • Events
        • Travelers
        • Forms
        • Applications
      • Mailers
        • Application Mailers
        • Recommendation Mailers
        • Event mailers
        • Program Interest
        • Form mailers
        • Message mailers
        • Account mailers
        • Plan Mailers
        • Travel Plan Detail Mailers
        • SafeCheck Mailers
      • Messages
      • Events
      • Via Travel
        • Travel Plans
        • SafeCheck
        • Details
        • Group Leaders
        • Reporting
      • Sign Up/In/Out
      • General
        • Release Notes
      • SSO and Data Integration
      • Provider Hub
      • Traveler Point of View
      • Recommendations
      • Faculty

      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 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 Admin's 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?
      • As an Admin, 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?

      Custom Fields

      • How do I create Custom Fields?
      • How do I make Custom Fields Public/Private?
      • How do I edit Custom Fields?
      • How do I archive/unarchive Custom Fields?

      Users

      • How do I remove Admin users from my account?
      company logo
      Via TRM Help Center
      • Go to via-trm.com
      • Contact us