User rights in VIA - What access should I give my staff / what feature has or requires which user access level?

  • VIA allows assigning different user 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:-

Plugin

Feature

Super User

Manager

Content Editor

Advanced User

Basic User

Read Only

Blogger

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.