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Create a Custom User Role

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You can use the default Zuora roles, or you can also create a custom role for your users. This article explains how to create a custom user role.

Create a User Role

No permissions are selected when creating a user role.

Basic steps:

  1. Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
  2. From the View Role List of list, select the product for which you want to create a custom user role.
  3. Click Add new role. The New Role page appears. Here you can fill in Basic Information for the custom role.
  4. Enter the Role Name.
  5. Enter a Description for the custom role.
  6. Select the permissions that you want to set for the role. See one of the following role types for a description of associated permissions:
  7. Click save

If you need help in assigning a role to a user, click here for details

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