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Commerce Roles

This article describes the user roles and permissions associated with the Commerce role. See User Roles for general information about Zuora user roles.

Commerce User Roles

Your Zuora tenant has two Commerce user roles by default:

Zuora Commerce Standard User  

  • Zuora Commerce Admin User 

Users in the Zuora Commerce Admin User role can:

  • Configure 360 Sync credentials.
  • Start and cancel 360 Sync sessions between Zuora and Salesforce.
  • View Sync History.
  • Run 360 Sync Clean Up.

Users in the Zuora Commerce Standard User role can:

  • Configure 360 Sync credentials.
  • Start and cancel 360 Sync sessions between Zuora and Salesforce.
  • View Sync History.

By default, all users initially receive the Zuora Commerce Admin User role.

You cannot edit the system default roles, but you can create or edit custom roles. You can also assign users different roles, including system default roles or custom roles.  

An error message returns if a user tries to perform an action for which the user does not have the permission. This applies to both the Zuora UI users and the Zuora API users.

View Roles and Permissions

You can view the system default roles and custom roles that you create. 

To access the Commerce user roles and permissions, perform the following steps:

  1. Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
  2. On the Manage Roles page, select Commerce from the View Role List of list. 
  3. Click the role name or view to manage permissions assigned to the selected role.

Commerce Permissions

The following table describes the Commerce user permissions, and shows whether each permission is enabled for Zuora Commerce Standard Users.

Area Permission Description Granted to Standard User?
360 Sync Manage 360 Sync
  • Modify Salesforce credentials.
  • Run 360 Sync between Zuora and Salesforce.
  • Cancel 360 Sync sessions.
  • View Sync History.
Yes
360 Sync Allow Clean Up
  • Run 360 Sync Cleanups of Accounts between Zuora and Salesforce.
  • Run 360 Sync Cleanups of Product Catalog.
No
Last modified
17:38, 19 Jan 2017

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