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Knowledge Center > Admin > Personal Settings

Personal Settings

Use the Personal Settings to edit your user profile, view your login history, and change your password. The settings in Personal Settings affect only your user profile. To change settings at the tenant level, see Managing Your Tenant Profile.

Edit Your User Profile

To view and edit your user profile, navigate to Settings > Personal Settings and select Manage Your Profile.

You can edit the following information.

Field Description
First Name Specify your first name.
Last Name Specify your last name.
Work Email Enter the email address that you want Zuora to use when sending notifications. This field is required.
Zuora Platform Role This read-only field displays your Zuora Platform Role. This is set by your tenant administrator. See Managing Users for more information.
Z-Billing Role Select your Z-Billing role, if multiple roles have been configured for your tenant.
Z-Payments Role Select your Z-Payments role, if multiple roles have been configured for your tenant.
Z-Finance Role Select your Z-Finance role, if multiple roles have been configured for your tenant.
Z-Commerce Select your Z-Commerce role, if multiple roles have been configured for your tenant.
Z-Reporting Role Select your Z-Reporting role, if multiple roles have been configured for your tenant.
Locale Select your locale. Your locale controls date formatting. See "Locale" section below for details.
Language Select the language that is used on the Zuora UI. See "Language" section below for details.
Tenant ID This read-only field shows the ID of your Zuora tenant. In some cases, when you contact Zuora Support with an issue, the person helping you may ask you to provide the tenant ID.

Locale

The Locale field controls date formatting. By default, the locale is English (United States).

Date Formatting

The locale determines how the Zuora UI displays date information and how you enter dates. For example, if the locale is set to "English (United States)", the date format is displayed or entered as MM/DD/YYYY. If you set the locale to "English (United Kingdom)", the date format is displayed or entered as DD/MM/YYYY.

The following table lists where locale date formatting is applied and where it is not applied.

Locale Date Format Applied Locale Date Format NOT Applied
  • Zuora UI
  • Data source exports from Zuora UI
  • Invoice PDFs
  • Quote PDFs
  • Import Customer Account
  • Import Payment Method
  • Mass Order Entry (Subscription and Amendment)
  • Usage Upload
  • Field names and values in requests and responses from the REST API, SOAP API, and AQuA API
  • Data source exports created through the APIs
  • Callout Parameters
  • Mass Updater

Language

The Language field determines which language is used on the Zuora UI and in certain imports and exports.

Zuora currently has the following language support:

  • English
  • French
  • German
  • Japanese

If you select a language that uses one of those languages, such as "français (France)", then the display language will switch to that language. By default, the language is English (United States).

The following table lists where the language is applied and where it is not applied.

Display Language Applied Display Language NOT Applied
  • Zuora UI — All system-generated text is displayed in the display language, but user-input text, such as the names of products and revenue recognition rules, remains unchanged
  • Data source exports created through the UI
  • The following Finance exports:
    • Unprocessed Charges
    • Accounts Receivable Aging Invoice Detail
    • Accounts Receivable Aging Account Detail
    • Revenue Detail
    • Accounts Receivable Detail
    • Realized Gain and Loss Detail
    • Unrealized Gain and Loss Detail
    • Journal Entry Transaction Detail
  • System-generated emails from Zuora, for example, a reset password email
  • Reporting — All labels and text are displayed in the display language, but standard report names and descriptions are displayed in English
  • Field names and values in requests and responses from the REST API, SOAP API, and AQuA API
    (Error messages are in the display language)
  • Data source exports created through the APIs
  • The Zuora WSDL
  • Custom fields
  • Import files for the following features:
    • Mass Updater
    • Usage Upload
    • Import Customer Account
    • Import Contact
    • Import Payment Method
    • Mass Order Entry
  • 360 Sync — Data synchronized to Salesforce is not affected by the Zuora display language.
  • Z-Suite
  • User roles

Login History

Use this section to view your login history, including the following information:

Field Description
Date The date of the login attempt.
Status Whether the login attempt was a Success or Failure.
Type The type of browser that you used to log in to Zuora. For example, FireFox or Internet Explorer.
Version The version of the browser that you used.

Change Your Password

Use this page to change your password and enter a security question and answer.

Passwords must meet the following criteria:

  • Passwords cannot contain spaces (empty characters).
  • Passwords must be at least eight (8) characters long.
  • Passwords must not exceed twenty-eight (28) characters in length.

Additional requirements about password complexity are defined by your tenant administrator. See Setting Security Policies for more information.

Last modified
18:03, 16 Apr 2017

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