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 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 List

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.