Job Roles - Administration
The job roles page is a quick reference page. It lets you see all user accounts assigned to the job role you select. * Click on Administration in the menu at the top of the screen. * Click on Job Roles in the menu on the left. * Click on the name of a job role. * A pop up will appear that lists all account…
Users and User Accounts
Looking for a specific section? Use the table of contents below to jump straight to it! * Adding a User * Marking a User as Inactive The users menu will contain a list of all the users in your system. It will tell you at the top of the screen how many active users you have, and how many available user spots you ha…
Adding Insurance Types
Users with administration privileges can maintain the list of Insurance types for your Ventures site. The Insurance Types will appear within a Funded loan record > Tracking > Insurance > Insurance Type drop down options. From Ventures: * Access the Administration menu located on the upper right portion of…
Creating/Adding Project Types
The Project Type is referenced as the Purpose field within Ventures and is located within General > General tab. In order to add Project Types you must have Site Administrator Permissions. Steps from Ventures: * Access the Administration Menu (upper right corner) - If you do not see this menu you do not have …
Payments Administration FAQs
Q: How do I add a new batch type? How do I set up batch types? A: User with Administration credentials will go to Administration > Reference > Payments > ACH Batches and click add. Name your ACH Batches, add the relevant information and click save. Q: How do I add Other Fee Types? A: User with Administra…
New Loan Type: Setting up Payments Settings in Administration
If you are adding a new Loan Type and you will be using the Payments module to process payments, you will need to set up the Payment Settings within Administration. 1. Go to Administration > Reference > Loan > Loan Types > Click on the Hyperlink of the Loan Type. 2. Fill out the 3 fields related …
Customizing Project Costs
Site Administrators can customize the drop-down options available within the Financing > Project Costs tab for the various loan types they may have within their organization. To customize: * Click on Administration. * Click on Reference . * Click on Loan. * Click on Cost Types. * Click on the green …
Reports Visibility Permission Setting
Do you have a report that was set to be visible only to the Report Owner and is the Report Owner no longer an active user? Good news! Ventures has a setting to help locate the report. You will need to have Site Admin permissions in order to enable the following permission setting. To Change the visibility of th…
Foundational Webinar: Ventures Administration
This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this art…
Foundational Webinar Series
Here you will find recordings of our previously recorded webinars or links to the videos in our Knowledge Base. The videos are edited for time and have chapters for convenient navigation through topics covered in the webinar. Viewing Tips: * Use the Table of Contents option to quickly jump to a chapter of the we…
