Settings is a location where account-related items can be viewed and edited by all users. Travelers have access to only their personal account settings, whereas Admins, depending on roles & permissions set by the Super User/s, have access to both personal and organization-wide account settings. Organization-wide settings refer to settings that are holistically applied to the Via Global account and any user who has a Traveler or Admin account.
There are 12* tabs available to admins in Via Global:
- Organization
- Branding
- Intake Settings
- Authorized Programs
- Program Alternates
- Via Travel*
- Proxy Management*
- Custom Fields
- Term Tags
- Term Names
- Users
- Roles & Permissions
- My Account
- My Notifications
*If a Client has both Via Global and Via Travel, they will also see the Via Travel and Proxy Management tabs that allow admins to customize language specifically for the SafeCheck enrollment workflow, manage Authorized Travelers, and Proxy users.
To access settings…
- Click your photo/silhouette in the upper right corner
- Click Settings and navigate to the desired tab!
Organization
This tab displays the information used to create the Via Global account and allows admins to edit their organization's information, set their organization's time zone, turn on/off settings, and customize their sign-in / sign-up page.
Branding
This tab allows admins to add/update their logo, choose organization colors, and set custom aliases.
Intake Settings
This tab allows organizations to turn on/off Via's Intake to Travelers. If enabled, organizations can customize Intake by enabling which questions display, making them optional or required, and adjusting the order in which they appear for travelers.
Authorized Programs
This tab allows admins to turn on/off authorization of third-party Provider programs. If authorization is turned on, Admins can create suitcases and customize language specific to those programs.
Program Alternates
This tab gives Admins the option to ask Travelers to provide alternates on an application for an internal program. If program alternates display is turned on, Admins can choose a maximum number of alternates that Travelers can select, and customize the language that Travelers will see in the application process.
Via Travel
This tab allows admins to add a copy to the message that appears to Travelers during the one-step SafeCheck enrollment process.
Proxy Management
This tab allows admins to define authorized travelers (who can assign their own Proxy) and designate Proxy users who can create, edit, and manage Solo Plans for Authorized Travelers.
Custom Fields
This tab allows Admins to create, edit, and delete custom fields.
Term Tags
This tab allows Admins to create, edit, and archive tags.
Term Names
This tab allows admins to create, edit, archive & restore term names.
Users
This tab allows Admins, particularly Super Users, to invite, assign or change user roles, remove Admins, and select default message recipients.
Roles & Permissions
This tab allows Admins, specifically Super User/s, to customize permissions associated with the 3 customizable Admin user roles: Power User, Support User, and Occasional User.
My Account
This tab allows Admins to input personal information, add/update their account photo, and change their password.
My Notifications
This tab enables Admins to toggle notifications on or off.