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Multi-Org capability enablement


Multi-Org capability enablement

As the first step towards getting started with Multi-Org, you must activate Zuora Multi-Org on your tenant. Choose one of the below options to proceed:

Activate Zuora Multi-Org for a new tenant

Activate Zuora Multi-Org for an existing tenant

Activate Zuora Multi-Org for a new tenant

To activate Zuora Multi-Org for your new tenant you must complete the following:

1. You must contact Zuora Global Support and provide the details of your first super admin user to manage the Multi-Org setup. Our team will enable Multi-Org for you in the Zuora Central Sandbox tenant and create your organization's first Multi-Org super admin user account.

Initially, this will be the only Multi-Org super admin user account available under your organization in the central Sandbox tenant.

To create your organization's first Org Super Admin, provide the following details of the user account:

  • User name
  • User work email address
  • Login name

On successful account creation of the Super Admin account, the user will receive an activation email to the address provided above with the link to the Sandbox tenant.

After successfully logging into the SBX tenant, the Org Super Admin can perform the following operations:

  • Create the Org hierarchy for your company
  • Add users to different org units based on the org hierarchy created

Activate Zuora Multi-Org for an existing tenant

Please refer to the Single Tenant upgrade scenario for more details. 

Access to your SBX

Access your SBX using the activation email sent to you either by Zuora Support or the one initiated by your own Super Admin.

By default, you will be logged into the Org Unit that you have been granted access to. This may be at the branch level (for example, Central Europe in the Org Hierarchy depicted in the previous example) or the leaf Org Unit France. If you are a user at the branch level, then you will have a context switch to move between the parts of the Org Hierarchy that you have been assigned to and perform operations within the scope of the Org hierarchy.