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
Automations
Application Type
Form Type
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
Risk Alerts
Sign Up/In/Out
General
Release Notes
SSO and Data Integration
Provider Hub
Traveler Point of View
Via Travel
Recommendations
Faculty
Via Sparks
Back to home
Via TRM Knowledge Base
Settings
Travelers
Traveler Applications
Traveler General Forms
Programs
Terms
Authorizing Provider Programs
Applications
Forms
General Forms
Automations
Application Type
Form Type
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
Risk Alerts
Sign Up/In/Out
General
Release Notes
SSO and Data Integration
Provider Hub
Traveler Point of View
Via Travel
Recommendations
Faculty
Via Sparks
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 Term 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?
How do I ensure that travelers see Student Universe travel discounts?
How do I access Via's knowledge base?
How do I customize Traveler Intake for my Organization?
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?