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 access Via's knowledge base?
• How do I customize Traveler Intake for my Organization?