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How do I set up a custom user role with a specific permission and assign it to users?

Overview

To enable a user for permissions to issue refunds:

  • Create a custom user role with permissions to issue refunds.
  • Assign the custom user role to the applicable users

Step 1: Create a Custom User Role

To create a custom user role:

  1. Click your username at the top right and navigate to Settings > Administration > Manage User Roles.
  2. In the View Role List of list, select the application for which you want to create a custom role. For refunds, select the Payments application.
  3. Click Add new role. This opens the New Role page, where you can fill in the information for the custom role.
  4. Enter the Role Name.
  5. Enter a Description for the custom role.
  6. Select the permissions to grant to the role. This is where you specify what operations a user with this role can perform for Refunds and Payments.

To create a user role that allows a user to perform all payments and refunds tasks, check all available permissions.

  1. Click save.

Step 2: Assign the Custom Role to a User

To assign the custom user role to a user:

  1. Click your username at the top right and navigate to Settings > Administration > Manage Users.
  2. Click the applicable user's first name, last name, or login name. Zuora displays information about the user. 
  3. In the Basic Information section, click edit.
  4. Modify the user's Payments Role and select the new custom role you created that includes Refunds permissions.
  5. Click save.
Last modified
00:02, 19 Jan 2017

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