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Restrict access to features in Quote Studio

Zuora

Restrict access to features in Quote Studio

In Quotes version 10.8.1 or later, you can restrict access to certain features for user profiles. Using this feature, you will be able to add a record with a profile and feature name, and that profile will not be able to see the selected feature on the Quote studio page.

Currently, user profiles can be restricted to the following two features:

  1. Mid-Interval Update Button - Restrict access to the Mid-Interval Update Button in Quote Studio.
  2. Future-Dated Remove Product - Restrict the access to create the Future-Dated Remove Product Action.

Procedure

To do so, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.

  2. Select a feature name from the Feature Name dropdown field.

  3. Select the profiles using the multi-select picklist under the Profiles dropdown.

  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).

  5. Click Save. Quote studio will not display the selected feature for the selected profile.