Data Access Control gives you the ability to control what your users see within Zuora. This article explains how to implement Data Access Control.
You must have Zuora Platform Administrator permission to manage Data Access Control. See Zuora Platform Roles for more information.
You must perform the following steps to begin using data access control:
The following scenario depicts a typical Data Access Control workflow for a fictitious cloud storage company called CyberCloud.
You want your CyberCloud billing managers to only see the regions for accounts they manage. You decide on a hierarchy model that you want to use in Zuora. For example, let's start with the billing managers in the West Coast in your Small Business business unit. You only want these billing managers to see accounts that are on the West Coast in the U.S.
To do this, you must perform the following steps:
|Label||Name of the hierarchy.|
|API Name||This is an internal reference name used for integrations, This field should start with a character and consist of only numbers and characters in the English language. The name should end with '_h'. Note that changing the API name can affect existing integrations.|
|Active||Check this box if you want the Data Access Control hierarchy enabled.|
|Description||Description of the hierarchy.|
Congratulations! Your users will now only see the information that pertains to them.