This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.
Zuora Multi-entity provides the capability to create and manage multiple entities within a single Zuora tenant. An entity represents a legal entity or an independently operated business unit. Each entity can manage its own business objects (such as subscription, invoice, and payment), settings, and transactions. Zuora Multi-entity allows you to:
Zuora Multi-entity hierarchy shows the structure of your entities. You can manage your multi-entity hierarchy to structure your global enterprise organization within a single tenant. New entities can be added or edited as company structure changes.
Zuora offers sharing and central management options to make management across entities easier. You can define accounting periods centrally in a single entity and share with other entities. You can also share products within a multi-entity hierarchy, which allows entities to cross-sell products from other entities.
Each entity is completely isolated from other entities. A user by default can only access to the entity in which the user is created. To access the other entities, the user must be granted permission to access them. Only the entity administrators have permission to grant or deny user accesses.
The entity switcher lists all the provisioned entities in the multi-entity hierarchy. After you logged in from the Zuora UI, you can switch to the entities that you have permission to access from the entity switcher. The entity switcher is in the upper right of the page and next to your login user name. When you click the current entity display name, the multi-entity hierarchy is displayed. You can click an entity display name from the entity switcher to access the entity. Also, you can search for an entity display name in the entity search field. The entities that you do not have permission to access are grayed out.
When making API calls, you can specify which entity you want to make the call to:
The most common use case where multi-entity is required is for companies who sell products globally, but the pricing, tax, and accounting code are different per geographical regions. In this use case, the Acme corporation sells products in the Americas, Europe, and Asia. The following figure gives you the multi-entity hierarchy of the Acme corporation:
The Acme Corporation entity is the global entity of the entity hierarchy. As an administrator of the Acme Corporation entity, you can create and manage entities to organize your business regions. The following sub-entities are defined based on each region under the Acme Corporation entity:
In a multi-entity environment, the Acme corporation can: