Create a custom user role

You can use the standard Zuora roles, or you can also create a custom role for your users. Complete the following steps to create a custom user role:

1. Click your user name at the top right and navigate to Administration > Manage User Roles.
2. From the View Role List of list, select the product for which you want to create a custom user role.
3. Click Add new role. The New Role page appears. Here you can fill in Basic Information for the custom role.
4. Enter the role name and an optional description for the custom role.
5. Select the permissions that you want to set for the role. See one of the following role types for a description of associated permissions:
   • Billings Roles
   • Finance Roles
   • Payments Roles
   • Platform Roles
6. Click save.