This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support.
The business objects (such as subscription, invoice, and payment) by default are only available in the entity in which the business objects are created. Only the users who have permission to access the entities can access these objects. However, Multi-entity allows you to share certain business objects across entities. After sharing, all the shared objects are available in the entities that you shared with. Currently, only the following business objects can be shared with other entities:
An entity in which the objects are shared with is called Source Entity. You can define certain objects in the source entity and then share them with other entities. Before sharing objects, you need to set up a connection with the receiving entities. Currently, only the global entity can be the source entity to share objects.
An entity that receives the shared objects from the source entity is called Target Entity. After sharing, the shared objects are synchronized to each target entity. For certain object sharing, you need to configure shared object settings in the source entity to accept or reject the shared objects. Zuora allows you to update certain information or perform certain operations on the received objects in each target entity. Currently, all the entities except the global entity can be the target entity to receive shared objects.
After sharing objects with other entities, you might need to update information of the shared objects. The updates of the shared objects in the source and target entities depend on how data is controlled:
Each target entity has their own control on the received objects. The updates of the received objects in a target entity do not affect the other entities.
The data within an entity is completely isolated from other entities. To share objects between entities, you must set up a connection between the source entity and the target entity first. You can establish the connection in Administration > Manage Entity Connections. If you disconnect the connection later, the data of the shared objects in the target entities are totally controlled by the target entities. Any changes of the shared objects in the source entity will not affect the objects in the target entities. You can perform any operations for the shared objects in the target entities.
For certain objects sharing, you need to configure the shared object settings to accept or reject the shared objects. The following options are provided to configure a supported shared object in the target entities:
You can configure the shared objects setting in Administration > Manage Entity Sharing Settings.
Currently, you only need to configure the shared object settings for accounting periods sharing. For products sharing, the target entities automatically receive all the data of the shared products.