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Admin Guide

Enable the Projects module for your Ventana portal organization and configure which roles can see project data.

For Admins

Who this guide is for

  • Portal administrators
  • Anyone with the Admin role in Ventana

What you’ll learn

  • How to enable the Projects module in Field Configuration
  • How to grant users access to the Projects section

On this page

  1. Enable the Projects feature
  2. Configure user module permissions
Step 1

Enable the Projects Feature

The Projects module is off by default. Turn it on in your portal’s Field Configuration settings. Once enabled, the Projects section becomes available to assign to eligible user roles.

Field Configuration settings page showing the Projects feature toggle The admin portal's Field Configuration page shows a Features card with three rows: Invoices (toggle on), Projects (highlighted, toggle on), and Zoho Desk Support (toggle off). Three callouts indicate the Settings navigation item in the sidebar, the Projects row in the Features card, and the toggle switch on the right. 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 portal users. Zoho Projects Allow users to view and comment on their assigned projects, tasks, and issues. Zoho Desk Support Allow users to submit and view support tickets. 1 2 3
1

Open Settings

Click Settings in the left sidebar of your admin portal. This takes you to the Field Configuration page where all module toggles are managed.

2

Find the “Zoho Projects” row

Scroll to the Features card. Locate the row labeled Zoho Projects. It shows a brief description of what users will see when the module is active.

3

Flip the toggle to ON

Click the toggle on the right side of the row. It turns teal, indicating the feature is now active. The Projects section will now appear in the portal sidebar for users who have been granted access.

⚠️
Enabling the feature makes the Projects section available to grant to users, but users still need individual module access assigned in the next step. Simply toggling the feature on does not give existing users access automatically.
Step 2

Configure User Module Permissions

After enabling the Projects feature, go to the Users section to grant access to individual portal users. Each user has a module permissions panel where you can toggle which sections they can see inside the portal.

User permissions panel showing module access toggles The Users admin page shows a user record for "Riley Archibald" open with a Module Access panel. The panel lists five modules — Invoices, Projects, Documents, Signatures, and Support — each with an on/off toggle. The Projects row is highlighted with its toggle switched on. Two callouts indicate the Users navigation item and the Projects module toggle row. app.getventana.com/portal/admin/users Ventana Users Settings Billing Users Manage portal user access and module permissions. R Riley Archibald riley@acmecorp.com · Role: User ⌄ MODULE ACCESS Invoices Projects View assigned projects, tasks, milestones, and issues Documents Signatures Support Save 1 2
1

Navigate to Users

Click Users in the admin sidebar. Find the user you want to configure and click their name or row to expand their settings panel.

2

Enable the Projects module for the user

In the Module Access panel, find the Projects row and flip the toggle to ON. The toggle turns teal, confirming access has been granted. Click Save to apply the change.

💡
Tip: Repeat this process for each user who should see the Projects section. You can also toggle Projects off at any time to revoke access — the user’s data in Zoho Projects is unaffected.
ℹ️
A user’s project list is filtered automatically by their membership in Zoho Projects. Granting portal access does not add them to projects in Zoho — that must be done separately by your project manager.
Next step

Share the user guide with your clients

Once the Projects module is enabled and user permissions are set, send this guide to your users so they know how to browse projects, track tasks, and participate in issue discussions.

View User Guide →