Configure every aspect of your Ventana portal — features, module permissions, field access, and role-based controls.
The Settings page is the control center for your Ventana portal. Admins use it to enable or disable features, configure which modules each role can access, control which CRM fields are visible or editable, and manage role permissions across the entire portal.
Enable or disable portal features — CRM, Invoices, Documents, Projects, Signatures, and more — with a single toggle.
Control which roles — Admin, User, Professional — can access each enabled module in the portal.
Set which CRM fields each role can see or edit. Changes sync back to Zoho CRM immediately.
A complete reference for every configuration option in the Settings page — features, permissions, modules, and role access.