You can manage the user roles and permissions from Administration Settings. You must be an administrator in Zuora to assign permissions and roles. You can also create custom user roles to control user permissions at a more granular level.
The Zuora UI provides several types of roles, and each role type has its set of own privileges. Our standard Zuora roles are:
- Platform Roles
- Billing Roles
- Finance Roles
- Payment Roles
- Commerce Roles
- Reporting Roles
- Insights Roles
The roles available to manage can vary depending on the Zuora products you are using. If you are not using Finance, for example, the Zuora Finance Administrator role will not be available.
API User Role
If your tenant makes use of the Zuora SOAP or REST APIs, create a special user role just for that purpose. For more information, see Creating an API User.
Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
You can do the following role management:
- View the permissions associated with the selected role.
- Assign or revoke permissions with the selected role.
- Create a new role or remove a custom role.
Assign a Role to a User
Click your username at the top right and navigate to Settings > Administration > Manage Users.
You assign roles to users by managing users' accounts. When you create an account, you must select a role for each of the role types.