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Admin Guide

Enable the Invoices feature and configure module permissions so your portal users can view their billing history.

For Admins

Who this guide is for

  • Portal administrators
  • Anyone with the Admin role

What you’ll learn

  • How to enable the Invoices feature flag
  • How to grant User role access to the module

On this page

  1. Enable the Invoices feature
  2. Configure user module permissions
Step 1 of 2

Enable the Invoices feature

The Invoices feature is controlled by a global feature flag in Settings → Field Configuration → Features. Flipping this toggle on makes the Invoices module available to your organization. Users still need individual access granted in Step 2.

Field Configuration page showing the Invoices feature toggle in the Features card The portal Settings page shows a sidebar with Settings active, and a Features card in the content area with three rows: Zoho Desk Support (dimmed, on), Invoices (highlighted with orange border, on), and Documents WorkDrive (dimmed, off). Three numbered callouts indicate the Settings nav item, the Invoices row, and the toggle switch. app.getventana.com/portal/field-config Ventana Users Settings Billing Field Configuration Manage integrations, features, and field settings. FEATURES Zoho Desk Support Enable the Support module for ticket submission. Invoices Show the Invoices module to users. Documents (WorkDrive) Allow users to view shared WorkDrive documents. 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 “Invoices” row

Scroll to the Features card and locate the row labeled Invoices with the description “Show the Invoices module to users.”

3

Flip the toggle to ON

Click the toggle on the right side of the row. It turns teal when enabled. The change saves automatically.

⚠️
Enabling the feature makes Invoices available to your organization, but users still need individual module access granted in Step 2 below.
Step 2 of 2

Configure user module permissions

Below the Features card on the Settings page, the Module Permissions table controls which roles can access each module. Grant Invoices access to the User role by toggling the corresponding cell, then save.

Module Permissions table with the Invoices column highlighted and User row toggle enabled A full-width Module Permissions table showing columns for Role, My Info, Invoices (highlighted in orange), Documents, and Support. The User row has a teal toggle in the Invoices column. The Professional row shows N/A for Invoices. A Save Permissions button appears at the bottom right. Three numbered callouts indicate the Invoices column header, the User row toggle, and the Save button. app.getventana.com/portal/field-config Module Permissions Role My Info Invoices Documents Support User ✓ ✓ ✓ Professional ✓ N/A N/A ✓ Save Permissions 1 2 3
1

Locate the “Invoices” column

Scroll down on the Settings page, past the Features card, to the Module Permissions table. Find the Invoices column.

2

Enable the toggle for the User role

Click the toggle in the Invoices column of the User row to grant access. It turns teal when enabled.

3

Click “Save Permissions”

Confirm the change with the Save Permissions button at the bottom right of the table.

ℹ️
Admin accounts are excluded by design — admins do not see the Invoices sidebar link.
⚠️
The Professional role cannot be granted Invoices access — this is locked by the system. Professionals access invoice data through their assigned contact records in Zoho CRM.
Next step

Share the user guide with your clients

Once Invoices is enabled and access is granted, send users the guide below so they know how to navigate their billing page and take action on outstanding invoices.

View User Guide →