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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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