Unified authentication for Zuora Revenue

Different URLs are used to access different instances of Zuora Revenue. For Billing - Revenue Integration users, the URLs to access Zuora Revenue and Zuora Billing are also different.

One URL is used to access all Zuora products.

• For standalone Zuora Revenue users, if you have multiple instances of Zuora Revenue, after logging in from the new URL, you will select the target instance from the UI to access the Zuora Revenue homepage.
• For Billing - Revenue Integration users, after logging in from the new URL, the Zuora homepage is displayed. If you have multiple instances of Zuora Revenue, expand the item named Revenue from the main menu and click the target instance name to open the Zuora Revenue homepage. If there is only one Zuora Revenue instance, clicking Revenue from the main menu can open the Zuora Revenue homepage.

To access the user management page where you can create or update individual users, the following steps are required:

1. Log in to Zuora Revenue as a superuser or another user who has full access to security submenu options.

2. Navigate to Setups > Security > Users.

To access the user management page, the following steps are required:

1. Log in to Zuora Revenue, click your username on the top right of the UI.
2. Click User Management from the drop-down list. The Administration Settings page is displayed.
3. Click Manage Users. The Users page is displayed. For detailed instructions about the page, see Manage Users.
4. If you are creating a new user, assign the user with the Platform Administrator role for a Superuser in Zuora Revenue, or assign the user with the Platform Standard role for a First User role.

For standalone Zuora Revenue users, to go back to the Zuora Revenue home page from the Manage Users page, click Back. For Billing - Revenue Integration users, click Revenue from the main menu.

To assign a specific role to Zuora Revenue users or manage the role privileges, the following steps are required:

1. Log in to Zuora Revenue as a superuser or another user who has full access to security submenu options.

2. Navigate to Setups > Security > Roles.

To assign a specific role to Zuora Revenue users or manage the role privileges, you still need to navigate to Setups > Security > Roles on the Zuora Revenue UI.

To create a new user and assign the user role for the first time, click User Management from the profile list to open the new Users page as instructed on the above row for the user management task.

A noteworthy change is that when a new user is created as Zuora Platform Administrator, the user will be automatically assigned as the administrator role (Superuser) for Zuora Revenue. Users as other Zuora Platform roles will be assigned as the First User role in Zuora Revenue.

To change the password or security question for the current user, the following steps are required:

1. Log in to Zuora Revenue, click your username on the top right of the UI.
2. Click Change Password from the drop-down list. The Change Password page is displayed.
3. Make the changes as needed. To edit the security question and answer, click Reset security question and answer.

For standalone Zuora Revenue users, to go back to the Zuora Revenue home page from the Manage Users page, click Back. For Billing - Revenue Integration users, click Revenue from the main menu.

The Zuora Platform capability is used to manage white-listing for Zuora Revenue. This capability is available on the Platform Standard User role.

1. Open the Administration Settings page. 
2. Click Manage User Roles.
3. On the Manage Roles page, select Platform from the View Role List of list. 
4. Use the Allowable Login IP Address Ranges section to manage white-listing.

For more information, see Allowable Login IP Address Ranges.

The User Creation Report in Zuora Revenue will be deprecated after the migration is done. To retrieve the user list, complete the following steps:

1. Log in to Zuora Revenue, click your username on the top right of the UI.
2. Click User Management from the drop-down list. The Administration Settings page is displayed.
3. Click Manage Users. The Users page is displayed.
4. To export the user list, click Export User List. For more information, see Export user data to a CSV file.