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ExtensibilityWorkflowConfigure global settings of WorkflowAssign users Workflow access

Create a custom platform role for Workflow

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Learn how to create a custom platform role for Workflow.

1

Log in to Zuora and navigate to Administration > Manage User Roles

2

Select Platform from the user role list.

3

Click Add new role.

4

In the window that opens, specify a name for the role and select the access permissions this role will have.

For example, to create a role that can only view the workflows:

  1. Set the Role Name to “Workflow Viewer”
  2. Select the checkboxes for the following Platform permissions: UI Access, API Write Access, and Workflow View Access.
5

Click Save.