Manage Account Linking
Learn how to configure account linking settings to control how users are matched to billing accounts and how self-registration is handled.
In the Account Matching Field list, select the Zuora contact field to use when linking users to billing accounts.
- Bill-To Contact Work Email
- Bill-To Contact Personal Email
- Sold-To Contact Work Email
- Sold-To Contact Personal Email
- Ship-To Contact Work Email
- Ship-To Contact Personal Email
In the Self-Registration Mode list, select how users can create access to your web pages.
- Open: Users can self-register, and Zuora automatically links them to matching accounts.
- Request Only: Users can request access, and you must approve and link the accounts.
- Disabled: Users cannot self-register, and you must create all users manually.
In the When No Account Match Is Found list, select how Zuora handles a registration request that does not match an existing account.
- Create without account: Zuora creates the user without linking it to an account. You can link the account later.
- Show error: Zuora rejects the registration request if it does not find a matching account.