Versions Compared

Old Version 10

changes.mady.by.user Oliver Chapple

Saved on

compared with

New Version Current

changes.mady.by.user Oliver Chapple

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • VIA allows assigning different user

...

Who you give access to and what user rights you assign them is for you to decide. The different options allow you to lock out certain features to only allow your staff the access they need, and prevent certain business-sensitive operations (such as downloading lists of contact and property data).

We recommend you only give people access to VIA who need it and carefully pay attention to what features you make available to that user. This is particularly relevant if you are giving access to third parties or people outside of your business.

...

  • roles with customised access rights. Add users carefully!

  • Carefully consider which features each user needs access to. Lock down sensitive operations.

  • The table below shows at a glance which user roles can access each software feature per plugin.

  • To enable a feature, assign a user role with access rights or get a VIA edition subscription that contains it.

  • Only provide access to those needing it. Audit user permissions and software edition subscriptions.

  • Tightly control external user access. Review third-party and outside business user rights.


To find out which VIA software editions have which features, please see this relative page:-
VIA Software Editions Feature ListPlease Note: the Blogger user right allows the user to only add and edit blogs on your website. It's a quick and easy way to give third-party content writers the ability to add blogs to your website directly, without worrying they can access any further information.

Here is the table of user access rights to each feature with the VIA plugin main menu names:

Plugin

Feature

Super User

Manager

Content Editor

Advanced User

Basic User

Read Only

Blogger

Calendar

Add/Edit Your Own Appointments

✅

✅

✅

✅

✅

✅

❌

Calendar

Invite External Contacts to Attend Appointments

✅

✅

❌

✅

✅

✅

❌

Calendar

Invite Internal Staff to Attend Appointments

✅

✅

✅

✅

✅

✅

❌

Calendar

Make Your Own Appointments Private

✅

✅

✅

✅

✅

✅

❌

Calendar

View Other Users' Appointments (Read Only, No Edit Option)

✅

✅

✅

✅

✅

✅

❌

Contacts

Add/Edit Contacts

✅

✅

❌

✅

✅

✅

❌

Contacts

Archive Contacts

✅

✅

❌

✅

✅

✅

❌

Contacts

Delete Contacts

✅

❌

❌

❌

❌

❌

❌

Contacts

Allocate the Owner of a New Contact

✅

✅

❌

✅

✅

✅

❌

Contacts

Edit Owner of a Contact Once Allocated

✅

❌

❌

❌

❌

❌

❌

Contacts

Search Contacts

✅

✅

❌

✅

✅

✅

❌

Contacts

Save Favourite Searches

✅

✅

❌

✅

✅

✅

❌

Contacts

Property Match

✅

✅

❌

✅

✅

✅

❌

Contacts

Export Lists of Contact Data

✅

✅

❌

✅

✅

❌

❌

Contacts

Send Custom SMS Text Messages to Contacts

✅

✅

❌

✅

✅

✅

❌

Contacts

Send Property Alerts to Contacts by Email

✅

✅

❌

✅

✅

✅

❌

Contacts

Send Property Alerts to Contacts by Text

✅

✅

❌

✅

✅

✅

❌

MailMerge Documents

Add/Edit Template Documents

✅

✅

❌

✅

✅

✅

❌

MailMerge Documents

Delete Template Documents

✅

✅

❌

✅

✅

✅

❌

MailMerge Documents

Generate Template Documents

✅

✅

❌

✅

✅

✅

❌

Property

Add/Edit Properties

✅

✅

✅

✅

✅

✅

❌

Property

Archive Properties

✅

❌

❌

❌

❌

❌

❌

Property

Search Properties

✅

✅

✅

✅

✅

✅

❌

Property

Save Favourite Searches

✅

✅

✅

✅

✅

✅

❌

Property

Applicant Match

✅

✅

❌

✅

✅

✅

❌

Property

Export Lists of Property Data

✅

✅

✅

✅

✅

❌

❌

Property

Quick Link to View Property on your Website

✅

✅

✅

✅

✅

✅

❌

Property

Add/Edit Valuation & Viewing Feedback

✅

✅

✅

✅

✅

✅

❌

Property

Add/Edit Offers & Offer Status

✅

✅

✅

✅

✅

✅

❌

Property

Delete Offers

✅

❌

❌

❌

❌

❌

❌

Property

View Client Report of all viewings and offers against a property

✅

✅

❌

✅

✅

✅

❌

Property

View Statistics Report of all marketing activity and website hits for a property

✅

✅

❌

✅

✅

✅

❌

Property

Send Property Alerts to Contacts by Email

✅

✅

❌

✅

✅

✅

❌

Property

Send Property Alerts to Contacts by Text

✅

✅

❌

✅

✅

✅

❌

Website

Edit Website Settings (partner logos, lettings fees etc)

✅

✅

❌

❌

❌

❌

❌

Website

Add/Edit Website Pages

✅

✅

✅

❌

❌

❌

❌

Website

Add/Edit Featured Properties

✅

✅

✅

✅

❌

❌

❌

Website

Add/Edit Blogs

✅

✅

✅

✅

❌

❌

✅

Website

Edit Offices

✅

✅

✅

❌

❌

❌

❌

Website

Edit Areas

✅

✅

✅

❌

❌

❌

❌

Website

See Website Statistics

✅

✅

✅

✅

❌

❌

❌

Website

Download Valuation Lead Data

✅

✅

✅

✅

✅

❌

❌

Users

Add/Edit Users

✅

✅

❌

❌

❌

❌

❌

Users

Delete Users

✅

✅

❌

❌

❌

❌

❌

Users

Reset Your Own Password

✅

✅

✅

✅

✅

✅

✅

Users

Reset Other Users' Passwords & Emails

✅

✅

❌

❌

❌

❌

❌

Users

View Other Users

✅

✅

✅

✅

✅

✅

✅

Users

View User Activity History

✅

✅

❌

❌

❌

❌

❌

Users

Assign Users with a Contact

✅

✅

❌

❌

❌

❌

❌

Reports > Website

View Website Data Including Google Analytics

✅

✅

✅

✅

❌

❌

❌

Reports > Website

Authorise Google Analytics to be Viewable in VIA

✅

❌

❌

❌

❌

❌

❌

Reports > Management

Stock Report - report of all current stock and status

✅

✅

❌

❌

❌

❌

❌

Reports > Management

Leaderboard Report - report of all branches and negotiator performance

✅

✅

❌

❌

❌

❌

❌

Reports > Management

Enquiry Report - list of all enquiries/inbound leads over time

✅

✅

❌

❌

❌

❌

❌

Store

View all Products & Free Innovations from Webdadi

✅

✅

✅

✅

✅

✅

✅

Store

Request to Purchase Products from Webdadi

✅

✅

✅

✅

✅

✅

✅

Settings > Website

Install/Uninstall Free Innovations on the Website

✅

✅

❌

❌

❌

❌

❌

Settings > GDPR

Edit the Disclaimer for Website Forms

✅

✅

❌

❌

❌

❌

❌

Settings > GDPR

Edit the Email Address Where Changes to Contact information are Sent

✅

✅

❌

❌

❌

❌

❌

Settings > GDPR

Request HTTPS/SSL Protection

✅

✅

❌

❌

❌

❌

❌

Settings > VIA

Authorise Google Analytics to be Viewable in VIA

✅

❌

❌

❌

❌

❌

❌

Settings > VIA

Unlink Google Analytics from VIA

✅

❌

❌

❌

❌

❌

❌

Settings > VIA

Link Twitter to VIA to see When You Last Posted

✅

❌

❌

❌

❌

❌

❌

Settings > VIA

Link Facebook to VIA To See When You Last Posted

✅

❌

❌

❌

❌

❌

❌

Settings > Website

Edit the Key Settings of your Website

✅

✅

❌

❌

❌

❌

❌

Please Note: the Blogger user right allows the user to only add and edit blogs on your website. It's a quick and easy way to give third-party content writers the ability to add blogs to your website directly, without worrying they can access any further information.

Here is a summary of how the user access rights table works:

The table lists different user types in VIA software as columns from left to right, starting with Super User on the far left and ending with Blogger on the far right. The rows list the different features available in VIA, organized by the plugin they belong to.

A tick ✅ under a user type column means that the user with that role has access to the feature in that row. A cross ❌ means the user does not have access.

To determine what access right a user needs for a specific feature, find the feature name in the left column and then look across that row to see which user types have a tick. Any user type with a tick can access that feature.

For example, to make appointments private in the Calendar plugin, look at the row for "Make Your Own Appointments Private". There are ticks under Super User, Manager, Content Editor, Advanced User, Basic User, and Read Only. So any of those user types could make their appointments private.

The table provides an easy way to see at a glance what permissions each user role has in VIA for different features across plugins. Identifying what access right is needed for a specific feature just requires finding it in the table and seeing which user types are enabled.