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Introduction to Entity and Entity Hierarchy

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

This article introduces the concepts of   the entity and multi-entity hierarchy.

Multi-entity Hierarchy

Multi-entity hierarchy is a multi-layer entity structure that models your global enterprise organization. You can manage the multi-entity hierarchy by adding, editing, removing, or provisioning entities. In a multi-entity hierarchy, users that are created in an entity, can be granted access to other entities or share business objects with other entities. You can only have a single multi-entity hierarchy within a multi-entity environment.

Zuora Tenant in Multi-entity

A Zuora tenant can only have a single multi-entity hierarchy, which contains one or multiple entities. Currently, Zuora does not support consolidating more than one tenant into a single multi-entity environment.

To find the tenant information, navigate to an entity and then select Administration > Manage Entity Profile

Entity

An entity represents a business unit that operates independently and can sell products to multiple countries. Each entity has their own Zuora environment in which the entity users can perform business operations independent of the other entities. In a multi-entity hierarchy, an entity can share certain business objects with the other entities. Users that are created in an entity can be granted access to the other entities with different roles and permissions. 

To manage entities, see Management of Entity and Multi-entity Hierarchy for more information.

A multi-entity hierarchy includes a global entity and sub-entities. For example:

  • Acme corporation
    • Asia
      • China
      • Japan

The Acme corporation is the global entity of the entity hierarchy. The Asia, China, and Japan entities are all sub-entities in the multi-entity hierarchy. 

Name and Display Name

Each entity has a name and a display name. The name of the entity is the entity identifier, which must be unique across all entities in a multi-entity hierarchy. Only alphanumeric characters (letters A–Z and a–z, and digits 0–9), space, period, and hyphen are allowed to be used in entity names. The display name of the entity is the name shown in the Zuora UI and APIs. The maximum length of the name or the display name is 255 characters.

You can set or edit the entity name and display name in Administration > Manage Entity Hierarchy as a global entity administrator.

Global Entity

The global entity is the root entity of the entity hierarchy.

After Multi-entity is enabled for a tenant, the tenant is migrated from a single-entity environment to a multi-entity environment, in which the global entity is automatically provisioned. If you have data in the single-entity environment, all your tenant data is migrated to the global entity. By default, the global entity display name is the tenant name and the global entity name is "Global". All tenant users (administrators and standard users) are set to be the global entity users. You are not allowed to remove the global entity from the multi-entity hierarchy.

All the administrators of the global entity have permission to manage entities in the multi-entity hierarchy. By default, an administrator can only access to the entities that are created by themselves and cannot access to the entities that are created by the other administrators. So we recommend that you assign only one administrator to manage the entity hierarchy.

The difference between the global entity and sub-entities is that the global entity users have more permissions than the sub-entities users:

  • Global entity administrators can manage the entity hierarchy.
  • Global entity administrators can create, edit, provision, or remove entities.
  • Global entity users can share business objects with the other entities.

Unique Sequence Numbers

In a multi-entity hierarchy, each entity has unique sequence numbers for the following objects:

  • User name
  • SKU
  • Subscription number
  • Charge number
  • Invoice number
  • Payment number

You must set the SKU prefix to be unique across all entities. If the Multi-entity feature is enabled in Zuora for Salesforce, you must set the subscription number prefix to be unique across all entities. 

We recommend that you also define the following number formats for each entity:

  • Account number 
  • Charge number
  • Amendment number

See Define Numbering and SKU Formats for more information.

Time Zone and Locale

The Time Zone feature is in Limited Availability. If you wish to have access to the feature for any entity, submit a request at Zuora Global Support

Each entity can set their own time zone and locale in the Zuora UI.

See Tenant Settings for more information about time zone and locale.

Notification

Some of the notification events are in Limited Availability.  If you wish to have access to the feature for any entity, submit a request at Zuora Global Support.

Each entity can configure notifications separately without affecting the other entities.

To identify which entity sends the notifications, you can:

Limitation

When you manage your multi-entity hierarchy, pay attention to the following limitations:

  • Up to 512 entities can be created in a multi-entity hierarchy.
  • If an entity is provisioned, the entity cannot be removed from the multi-entity hierarchy.
Last modified
00:05, 8 Dec 2016

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