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Create a custom user role

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Learn how to create a custom user role.

You can use the standard Zuora roles, or create a custom role for your users.

1

Click your user name at the top right and navigate to Admin settings user role mngt.

2

From the View Role List of list, select the product for which you want to create a custom user role.

3

Click Add new role. The New Role page appears. Here you can fill in Basic Information for the custom role.

4

Enter the role name and an optional description for the custom role.

5

Select the permissions that you want to set for the role. See one of the following role types for a description of associated permissions:

6

Click save.