Invite users, assign roles, and control portal access for everyone in your organization.
The Users section covers everything an admin needs to manage who has access to the Ventana portal. Invite new users by email, assign them a role (Admin, User, or Professional), link them to their Zoho CRM contact record, and control exactly what they can see and do inside the portal.
Send email invitations to new portal users. They set their own password on first login.
Assign each user a role — Admin, User, or Professional — which determines what they can access in the portal.
Link each portal user to their Zoho CRM contact record so their CRM data surfaces correctly in the portal.
Invite users, assign roles, manage access levels, and link contacts to their CRM records.