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Via TRM Knowledge Base
Settings
Travelers
Programs
Terms
Applications
Recommendations
Forms
Reporting
Settings
Templates
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
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?