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  • Login to VIA

  • In the left-hand menu, select select Users > Manage

  • Click the Add button Add button

  • Fill in the Email Address,  First Name, Last Name, Branch and Branch and Role  (what level of access you want them to have in VIA) fields

  • Once you are happy, click click Save

  • Once you press save, an email will be sent to your new user with a link for them to click to access VIA.

IMPORTANT: If you are a Lead Manager or CRM Edition customer and you need the user to access the calendar and be associated with properties & contacts, there is an additional step:

  • Go to the left had menu, select select Contacts

  • Click the the Add button button on the left hand side

  • Fill in the relevant fields for the person you are adding. The Contact Details and Personal Details sections are the most relevant

  • Go to the Requirements section and tick the the Internal Staff box box

  • Click the the Save & Close button

  • Go the left hand menu, select select Users > Manage

  • Double click the user from the list that you have just added, or right click and select select Edit

  • Go to the the Associated Contact field field.  Start Start typing the name of the contact you’ve you've just added and select the appropriate person from the drop down list

  • Click Save Save


Why are Contacts and Users separate in VIA?
Contacts can be associated with Properties and other Contacts.

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