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Admin Guide

Enable and configure the Signatures module for your Ventana portal organization.

For Admins

Who this guide is for

  • Portal administrators
  • Anyone with the Admin role

What you’ll learn

  • How to enable the Zoho Sign Signatures feature
  • How to grant User and Professional roles access

On this page

  1. Enable the Zoho Sign Signatures feature
  2. Configure user module permissions
Step 1

Enable the Zoho Sign Signatures Feature

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

Field Configuration page in the Ventana admin portal Settings is selected in the sidebar. The Features card highlights the Zoho Sign Signatures row with its toggle switched on. 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 Sign Signatures” row

Scroll to the Features card. Locate the row labeled Zoho Sign Signatures with the description “Allow users to sign and track documents via Zoho Sign.”

3

Flip the toggle to ON

Click the toggle switch on the right side of the row. It turns teal, indicating the feature is now active. The change saves automatically — no button press needed.

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Enabling the feature makes Signatures visible to eligible roles, but users still need individual module access. See Step 2.
Step 2

Configure User Module Permissions

After enabling the feature, use the Module Permissions grid (further down the same Settings page) to choose which roles can access Signatures. Unlike other modules, both User and Professional roles can be granted access.

Module Permissions table in the Ventana admin portal A permissions grid where the Signatures column is highlighted in teal and toggles are enabled for User and Professional roles. The Save Permissions button is below the table. app.getventana.com/portal/field-config Module Permissions ROLE MY INFO INVOICES SIGNATURES SUPPORT User ✓ ✓ ✓ Professional ✓ N/A ✓ Save Permissions 1 2 3 4
1

Locate the “Signatures” column

Scroll past the Features card to the Module Permissions table. Find the Signatures column header (highlighted in teal).

2

Flip the toggle for the User role

Click the toggle in the Signatures column, User row to grant access to your standard portal users.

3

Flip the toggle for the Professional role

If your Professional users also need access, toggle their row too. Signatures is unique in supporting both roles.

4

Click “Save Permissions”

Hit Save Permissions at the bottom-right of the table. Users with the enabled roles will see Signatures in their sidebar immediately on next portal load.

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Tip: You can toggle Signatures off for a role at any time — users in that role will lose access on their next portal load without losing any data.
Next step

Share the user guide with your clients

Once the feature is enabled, send your users the guide below so they know how to browse and track their signature documents.

View User Guide →