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User and Administration Settings

Modified 13:01, 24 Oct 2011 by Neal Kaplan | Page History

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Beginner tutorials

Creating a Custom User Role: You can use the standard Zuora roles, or you can create a custom role for your users.

Assigning Roles to Users: You can assign roles to users, including custom roles that you have created.

Intermediate tutorials

Administration Settings

Setting Security Policies: Use the Security Policies page to manage your organization's security and password policies, including the password restrictions and login lockout policies for all users.
Managing User Roles: This setting is viewable by Administrators, who can create custom roles to control user permissions at a granular level.
Managing Users: Use this setting to create and edit user accounts and reset user passwords.
Managing Your Tenant Profile: Use the Manage Tenant Profile page to view and edit your tenant profile, including your contact information and locale.

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While some alternative applications provide a control panel for users to manage their settings, they are often quite limited in their support for customizing an application to your unique business needs. Zuora provides you the flexibility and controls to customize our solution for your specific needs through the use of sophisticated configuration Settings (located at the upper-right navigation bar). Within each module, there are a number of available configuration settings, with some settings being visible by all users and others visible only to those with administrator-level access. For example, only an administrator can add new users to your tenant or create custom user roles that restrict access to certain operations within Zuora for certain user groups.

These topics describe how to configure your personal and administration settings in Zuora. See Billing Settings and Payment Settings for information about additional settings in Zuora.

Table of Contents

Personal Settings

Administration Settings

Topics

Personal Settings
Use the Personal Settings to edit and view your user profile and login history, and change your password.
Administration Settings
Use the Administration Settings to configure security policies, users and user roles, and your tenant profile. You must have Administrator-level access to configure these settings.
Setting Security Policies(Tutorial)
Managing User Roles(Tutorial)
Managing Users(Tutorial)
Managing Your Tenant Profile(Tutorial)

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User and Administration Settings

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