Personal Settings
Use the Personal Settings to edit your user profile, view your login history, and change your password or security questions. 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, click your username and then click Profile. On the Personal Settings page, click Manage Your Profile.
You can view and 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. |
| Job Title | Specify your job title. See "Job Title and Job Function(s)" section below for details. |
| Job Function(s) | Select one or more functions of your job. If you select the last item with a blank text box, you must fill in the blank. This field is required. See "Job Title and Job Function(s)" 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. |
| Zuora ID | This read-only field provides an easier way for you to find status details on the Zuora System Status Page and determine if your Zuora tenant is impacted by any incident. If your Zuora ID is included in an incident post or a post claims that it affects all customers, it indicates that your implementation is affected. |
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 |
|---|---|
|
|
For more information about date formats, see Locale date formats.
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
- Spanish
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 |
|---|---|
|
|
Job Title and Job Function(s)
Job Title is a text field that you can use to specify your job title. Job Function(s) is a multi-select field that you can use to select one or more functions of your job. The values of these fields will not affect your Zuora business logic, business objects, or your role permission. Rather, Zuora uses this information to improve our services and user interactions.
The multi-select list of Job Function(s) field includes the following options:
- Billing Ops / AR
- Collections
- Customer Service
- Developer / Integrator
- Executive
- General Accounting
- IT Analyst / Admin
- Order Entry
- Product
- Revenue Accounting
- Sales / Deal Desk
- _________
You can select one or more functions of your job. If you select the last item with a blank text box, you must fill in the blank. The Job Function(s) field is required.
Login History
Click Show Login History to view 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 or view the security question.
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.
To edit the security question and answer, click Reset security question and answer.