User rights to enable access to software features | What user access permissions should be given to staff?
VIA allows assigning different user roles with customised user access rights. Please 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 user roles and access rights to features for those really needing it like the diary/calendar or contacts and more. You should periodically audit your users permissions and access to software features of the edition you are signed up to on subscription.
Tightly control external user access rights; make sure you periodically review third-party user access and their rights by way of roles assigned to them.
To find out which VIA software editions have which features, please see this relative page:-
VIA Software Editions Feature List
See below the user access rights table showing the various VIA Software Plugin names in the 1st column, the features for each plugin in the second column, followed by a column for each individual user type/role in the software that you can assign to your users in the VIA Software for the plugin or features of a plugin.
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 | ✅ | ❌ |