Via TRM Knowledge Base
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SafeCheck
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Via TRM Knowledge Base
Settings
Settings
Custom Fields
Users
Dashboards
Travelers
Events
Programs
Applications
Forms
Travelers
Traveler Applications
Traveler General Forms
Traveler Tags
Programs
Terms
Authorizing Provider Programs
Applications
Forms
General Forms
Recommendations
Reporting
Templates
Automations
Application Type
Form Type
Events
Messages
Mailers
Application Mailers
Recommendation Mailers
Event mailers
Program Interest
Form mailers
Message mailers
Account mailers
Plan Mailers
Travel Plan Detail Mailers
SafeCheck Mailers
Via Travel
Travel Plans
SafeCheck
Details
Group Leaders
Reporting
Risk Alerts
Plan Forms
Dashboards
Proxy Management
Automations
Via Travel Dashboards
Plan Forms
Plan Form Mailers
General
Release Notes
SSO and Data Integration
Sign Up/In/Out
Provider Hub
Traveler Point of View
Via Travel
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 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
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
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?
See more
