Adding a new user to VIA

Article - 455999489

14:06, 15 August 2022

How to add a new user to your VIA software. PLEASE NOTE: If you are a Lead Manager or CRM Edition software user, please take note of the additional setups which are required to add a user to your software in the text article below to ensure they have the appropriate level of access for your business

To add a new user to 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:

Why are Contacts and Users separate in VIA?
Contacts can be associated with Properties and other Contacts.

Users can access the VIA software itself.

You might have members of staff who you want to add as Contacts within VIA so you can view their contacts details and associate them with properties & contacts. However, you might not necessarily want them to have access to the VIA software itself.

Similarly, you may have users of VIA, perhaps third parties who you have hired to write blog or website content, who don't need to be associated with your properties & contacts.

By splitting Contacts and Users in this way, it gives you more freedom within the VIA software. You can then link an associated Contact to a User Account to give that person complete access to both login to the VIA software and to be associated with properties and contacts, whilst still allowing them to be separate if you so choose.

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Article ID: 455999489