Permissions Sets
Looking for a specific section? Use the table of contents below to jump straight to it! * Adding a Permission Set * The Entity Tab * The Menu Item Tab * The Action Tab * The Data Filter Tab The Permissions page allows you to create and maintain user permission sets or roles. Ventures comes with several user per…
Payments Permission Settings
This article is to show which fields within Administration > User Access > Permissions are associated with Payments, and what actions and areas the fields will effect. *** IMPORTANT - All users will have access to see and edit the Payments tab within a loan and the main menu Payments tab once the loan is in …
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…
