Manage user roles in OneID
This article describes how to add, edit, import, or delete user roles in OneID. These operations apply only to organization admins.
A user role in OneID represents a user identity with permissions to Zuora products in a specific Zuora tenant. For more information about user roles in OneID, tenant user roles, and permissions, see OneID user roles.
Add user roles
To add a user role in OneID, take the following steps:
- Navigate to Admin Console > User Roles.
- From the View Role List list, select a tenant for the new user role.
All the Zuora tenants in your organization are listed here. - Click Add New Role. A settings window opens.
- In the settings window, specify the name and description of the new user role.
- Click Save. You can find the new user role on the User Roles page.
Edit user roles
To edit a user role in OneID, take the following steps:
- Navigate to Admin Console > User Roles.
- Click the pencil icon to the right of a user role. The settings window opens.
- In the settings window, update the user role information, such as the name, description, or permissions, as needed.
- Click Save. Then you can find the changes on the User Roles page.
Import user roles
OneID allows you to import user roles from a Zuora tenant to OneID.
To import Zuora tenant user roles to OneID, take the following steps:
- Navigate to Admin Console > User Roles.
- From the View Role List list, select a tenant that the imported user roles belong to.
All the Zuora tenants of your organization are listed here. - Click Import User Role. The Import User Roles window opens.
- In the window, select the user roles you want to import.
Each row in the table represents a possible OneID user role with tenant user roles of each Zuora product.- Select the checkbox to the left of a user role.
- Optional: Rename the user role:
- Click the pencil icon to the right of this user role to make the Role Name column editable.
- Enter a new name in the Role Name column.
- Click the disk icon to the right of this user role to confirm the change.
- Repeat steps a and b as needed.
- Click Import. You can find the imported user roles on the User Roles page.
Delete user roles
To delete a user role in OneID, take the following steps:
- Navigate to Admin Console > User Roles.
- From the View Role List list, select a tenant that you want to delete a user role from. All the Zuora tenants in your organization are listed here.
- Click the trash can icon to the right of the user role you want to delete. The user role now gets removed from the User Roles page.