Features Pricing Blog Help Center Partners
Help Center › Support › Admin Guide

Admin Guide

Enable the Zoho Desk Support feature and configure role-based access for your portal users.

For Admins

Who this guide is for

  • Portal administrators
  • Anyone with the Admin role

What you’ll learn

  • How to enable the Zoho Desk Support feature
  • How to configure which roles can access Support

On this page

  1. Enable Zoho Desk Support
  2. Configure module permissions
Step 1

Enable Zoho Desk Support

The Support integration is off by default. Turn it on in your portal’s Field Configuration settings. Once enabled, the Support section becomes visible to eligible users.

Field Configuration page with the Zoho Desk Support toggle highlighted The portal Settings page shows a Features card with three rows: Invoices, Zoho Sign Signatures, and Zoho Desk Support. The Zoho Desk Support row is highlighted with an orange border. Three callouts mark the Settings nav item, the Support row, and its toggle switch. app.getventana.com/portal/field-config Ventana Users Settings Billing Field Configuration Manage integrations, features, and field settings. FEATURES Invoices Show the Invoices module to users. Zoho Sign Signatures Allow users to sign and track documents via Zoho Sign. Zoho Desk Support Allow users to submit and view support tickets. 1 2 3
1

Open Settings

Click Settings in the left sidebar. This takes you to the Field Configuration page where all module toggles live.

2

Find the “Zoho Desk Support” row

Scroll to the Features card. Locate the row labeled Zoho Desk Support.

3

Flip the toggle to ON

Click the toggle switch on the right side of the row. It turns teal, indicating the Support feature is now active for the portal.

⚠️
Enabling the feature makes Support visible to eligible roles. Users still need individual module access — configure that in Step 2.
Step 2

Configure Module Permissions

Control which roles can access the Support module. From the Module Permissions table, toggle Support access on or off for the User role, then save your changes.

Module Permissions table with the Support row highlighted A permissions table lists modules (Invoices, Signatures, Support, CRM) with toggle columns for User and Professional roles. The Support row is highlighted in orange. Three callouts mark the Support row, the User column toggle, and the Save button. app.getventana.com/portal/field-config Module Permissions Control which roles can access each portal module. ROLE ACCESS Module User Professional Invoices Signatures Support CRM Save 1 2 3
1

Locate the Support row

Find the Support row in the Module Permissions table. This row controls which roles can see the Support section in the portal.

2

Toggle the User column

Click the toggle in the User column to enable or disable Support access for portal users. The teal toggle means access is on.

3

Click Save

Click the Save button to apply your changes. Users with the role you enabled will now see the Support section in their portal navigation.

ℹ️
The Professional role does not support the Support module. Only the User role can be granted Support access.
Next step

Share the user guide with your clients

Once Support is enabled, send your users the guide below so they know how to submit tickets, track status, and reply to your team.

View User Guide →