Skip to navigation
ExtensibilityWorkflowConfigure global settings of WorkflowAssign users Workflow access

Assign a platform role to a Workflow user

View as Markdown

Learn how to assign a platform role to a Workflow user.

You have created or configured a target platform role for the Workflow user. See Create a custom platform role for Workflow.

1

Navigate to Administration > Manage Users and click the user that you want to edit permissions for.

2

Click edit in the Basic Information tab.

3

Select the Zuora Platform Role that you want to assign to the user.

For example, if you want to a user to only have the Workflow view access, you can assign the Workflow Viewer to the user.

4

Click Save.