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Edit Entity Information

Zuora

Edit Entity Information

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

You can edit the information of the global entity and sub-entities from the Zuora UI and REST API. 

To edit entity information from REST API, see Update entity

Edit the Global Entity Information from Zuora UI

You are not allowed to edit the display name of the global entity.

The display name of the global entity is the tenant name. To change the tenant name, you must submit a request at Zuora Global Support

To edit the name of the global entity from the Zuora UI:

  1. Log in as an administrator of the global entity.
  2. Navigate to the global entity from the entity switcher.
  3. Click your user name at the top right and navigate to Administration > Manage Entity Hierarchy
  4. On the Manage Hierarchy of Entities page, click Edit next to the global entity.
  5. In the Edit Entity dialog, edit the Name field of the entity.
  6. Click save.

To edit the other global entity information from the Zuora UI:

  1. Log in as a global entity administrator.
  2. Navigate to the global entity from the entity switcher.
  3. Click your user name at the top right and navigate to Administration > Manage Entity Profile.
  4. On the Manage Entity Profile page, click edit in the Entity Information panel to update the entity information.
  5. Click save.

Edit the Unprovisioned Sub-entity Information from Zuora UI

Only the global entity administrators can edit unprovisioned sub-entities information. To edit information of an unprovisioned sub-entity from the Zuora UI:

  1. Log in as an administrator of the global entity.
  2. Navigate to the global entity from the entity switcher.
  3. Click your user name at the top right and navigate to Administration > Manage Entity Hierarchy
  4. On the Manage Hierarchy of Entities page, click Edit next to the entity that you want to edit.
  5. In the Edit Entity dialog, edit the entity information.
  6. Click save.

Edit the Provisioned Sub-entity information from Zuora UI

Only the global entity administrators can edit name and display name of the provisioned sub-entities.

To edit the name and display name of a provisioned sub-entity from the Zuora UI:

  1. Log in as an administrator of the global entity.
  2. Navigate to the global entity from the entity switcher.
  3. Click your user name at the top right and navigate to Administration > Manage Entity Hierarchy
  4. On the Manage Hierarchy of Entities page, click Edit next to the entity that you want to edit.
  5. In the Edit Entity dialog, edit the Name and Display Name fields of the entity.
  6. Click save.

To edit the other information of a provisioned sub-entity from the Zuora UI:

  1. Log in as one of the following users:
    • An administrator of the sub-entity
    • An administrator of the other entities that are granted access to the sub-entity
  2. Navigate to the sub-entity you want to edit from the entity switcher.
  3. Click your user name at the top right and navigate to Administration > Manage Entity Profile.
  4. On the Manage Entity Profile page, click edit in the Entity Information panel to edit the entity information.
  5. Click save.