A complete overview of every configuration option available in the Settings page — from module toggles to field-level access control.
For AdminsClick Settings in the left sidebar to open the Field Configuration page. The page is divided into several cards that stack vertically — scroll down to reach each section. All changes auto-save unless a Save button is shown explicitly.
Click Settings in the left sidebar. Only Admin accounts see this link — it is hidden from User and Professional roles.
Global on/off switches for each portal module. A module must be enabled here before it can be granted to users via Module Permissions.
A table controlling which roles (User, Professional) can see each enabled module in their sidebar. Requires a Save Permissions click to apply changes.
Sync Zoho CRM modules, enable them for the portal, and configure the field that links each CRM record to a portal contact. Only visible when the CRM feature is on.
Granular control over which CRM fields are visible or editable per role. Each field can be set to Read, Write, or Hidden for each role independently.
Assign Analytics dashboard views to specific roles. Only visible when the Analytics feature is on.
The Features card is the master switch for each module. Toggling a feature OFF immediately hides that module from all users regardless of their individual permissions. Toggling it ON makes it available again. Changes auto-save — no button press required.
The module is available to your organization. Users still need access granted via Module Permissions before they can see it in their sidebar.
The module is completely hidden from all users, regardless of individual permissions. No data is deleted — the module can be re-enabled at any time.
The Module Permissions table sits below the Features card. It determines which roles can see each module in their sidebar. After making changes, click Save Permissions to apply.
The My Info page shows a user’s own CRM contact record and is always on for all roles. It cannot be toggled off.
Click any toggle to grant or revoke that module for that role. Teal = access on, gray = access off. Individual users can still have per-user overrides set from the Users page.
Some role/module combinations are locked by design — for example, the Professional role cannot access Invoices or Support. These cells show N/A and cannot be toggled.
Click to apply all changes in the table. Unlike feature toggles, module permission changes are not applied until you explicitly click Save.
When the CRM feature is enabled, the CRM Modules card appears on the Settings page. This is where you sync modules from Zoho CRM, enable them for the portal, and choose which field links a CRM record to a portal contact.
Click this button to pull the latest module list and fields from your Zoho CRM account. Run this whenever you add new modules or custom fields in Zoho CRM so they appear here.
Turn a CRM module on or off for the portal. Only enabled modules appear as tabs in the user’s CRM view. My Info is always on and cannot be disabled.
Select the CRM field that links records in this module back to a contact. For example, Accounts might use Email or Contact Owner to associate account records with the right portal user.
Modules with the toggle off show a grayed-out row. No lookup field selection is needed until the module is enabled.
The Field Permissions section lists every CRM field for each enabled module. For each field you can set whether the User and Professional roles can see it, edit it, or are hidden from it entirely.
Each enabled CRM module has its own tab. Click a tab to switch between modules and configure fields for each one independently.
Controls whether the field appears in the portal at all. Fields with the toggle off are hidden from everyone regardless of role access settings.
Set the access level per role independently:
The Role Access card appears at the bottom of the Settings page when Analytics is enabled. Use it to control which Analytics dashboard views are visible to each role.
Each teal pill represents an Analytics view already assigned to that role. Users with that role will see these dashboards in their Analytics page. Click the × on a pill to remove a view from the role.
Click + Add View to assign a new Zoho Analytics dashboard to that role. You’ll be prompted to paste the share URL from Zoho Analytics — the portal generates an embed link automatically. Each view can be assigned to multiple roles independently.
A summary of every Settings task, where to find it, and whether it auto-saves.
For step-by-step setup of individual modules, visit the dedicated guide for each feature you’ve enabled.
Invoices Admin Guide →