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# OneID - Identity and Access Management

## Docs

- [OneID overview](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-overview.md): Zuora OneID is an identity and access management platform that enhances security and streamlines user access across Zuora applications, ensuring compliance with regulatory standards.
- [Key Attributes for Onboarding with Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/key-attributes-for-onboarding-with-zuora-oneid.md): Explore the essential features of Zuora OneID, including seamless SSO integration, universal identity management, user lifecycle management, access policies, automated provisioning, and compliance with security standards.
- [OneID process overview](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/one-id-overview.md): Zuora OneID is a centralized user and role management service that streamlines user access and provisioning across Zuora tenants, enhancing security and compliance.
- [Activate OneID for your organization](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/activate-oneid-for-your-organization.md): Learn how to activate OneID for your organization.
- [My Apps page in Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/my-apps-page-in-zuora-oneid.md): Use the My Apps page in Zuora OneID to access your Zuora tenants, services, and tools from a centralized location.
- [Access Zuora tenants through the OneID portal](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/access-zuora-tenants-using-oneid.md): Use OneID to access Zuora tenants.
- [Admin console overview](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/access-zuora-tenants-using-oneid/admin-console-overview.md): The admin console provides a centralized interface for managing user access, roles, system settings, and security policies, enhancing administrative efficiency and security compliance.
- [Central sandbox and Developer sandbox refresh](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/access-zuora-tenants-using-oneid/central-sandbox-and-developer-sandbox-refresh.md): This topic explains how to access and perform administrative actions in the central and developer sandbox environments post-refresh, following integration with Zuora OneID.
- [View Zuora tenants in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/access-zuora-tenants-using-oneid/view-zuora-tenants-in-oneid.md): This task guides organization admins on how to view Zuora tenant information in OneID.
- [Configure single sign-on for OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/configure-single-sign-on-for-oneid.md): This guide provides an overview of configuring single sign-on (SSO) for OneID using the SAML 2.0 protocol, including integration with various identity providers.
- [Configure IdPs for SSO SAML with OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/configure-single-sign-on-for-oneid/configure-idps-for-sso-saml-with-oneid.md): Follow these steps to configure Identity Providers (IdPs) for SSO SAML with OneID, including adding OneID to your IdP and submitting SAML metadata.
- [Configure OneID for SSO SAML](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/configure-single-sign-on-for-oneid/configure-oneid-for-sso-saml.md): Learn how to configure OneID for SSO SAML, enabling seamless user authentication by mapping IdP users to OneID users and managing SAML metadata.
- [Setup SSO with Google using SAML in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-google-using-saml-in-oneid.md): This guide explains the process of setting up SSO with Google using SAML in OneID.
- [Create custom SAML app in Google SSO](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-google-using-saml-in-oneid/step-1-create-zuora-oneid-app-in-google-sso.md): Learn how to create a Zuora OneID application in Google SSO by following a series of steps, including logging into the Google Admin console, configuring app settings, and updating SAML details.
- [Configure Google SSO metadata in Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-google-using-saml-in-oneid/step-2-configure-google-sso-metadata-in-zuora-oneid.md): Learn how to configure Google SSO metadata in Zuora OneID by following a series of steps.
- [Turn On Zuora OneID SAML app for the users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-google-using-saml-in-oneid/step-3-turn-on-zuora-oneid-saml-app-for-the-users.md): Enable the Zuora OneID SAML app for users by following a series of steps in the Google Admin console.
- [Check the SSO compatibility of your custom app](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-google-using-saml-in-oneid/step-4-check-the-sso-compatibility-of-your-custom-app.md): Verify the SSO compatibility of your custom app by following the outlined steps.
- [Setup SSO with JumpCloud using SAML in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-jumpcloud-using-saml-in-oneid.md): This guide provides steps to integrate Zuora OneID with JumpCloud using SAML for seamless single sign-on.
- [Add Zuora OneID app to JumpCloud](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-jumpcloud-using-saml-in-oneid/step-1-add-zuora-oneid-app-to-jumpcloud.md): Learn how to add the Zuora OneID app to JumpCloud by logging in as an administrator, navigating to the SSO Applications tab, and configuring the necessary SAML settings.
- [Obtain JumpCloud SAML metadata URL](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-jumpcloud-using-saml-in-oneid/step-2-obtain-jumpcloud-saml-metadata-url.md): Learn how to obtain the JumpCloud SAML metadata URL for Zuora OneID integration.
- [Assign Zuora OneID app to JumpCloud users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-jumpcloud-using-saml-in-oneid/step-3-assign-zuora-oneid-app-to-jumpcloud-users.md): Assign the Zuora OneID app to JumpCloud users by creating user groups, selecting users, and granting application access.
- [Assign Zuora OneID app to JumpCloud user with existing access to application](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-jumpcloud-using-saml-in-oneid/step-3-assign-zuora-oneid-app-to-jumpcloud-users/assign-zuora-oneid-app-to-jumpcloud-user-with-existing-access-to-application.md): Assign the Zuora OneID app to a JumpCloud user group with existing access to the application.
- [Setup SSO with Microsoft Entra ID using SAML in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid.md): This guide explains the configuration of Microsoft Entra ID for enabling single sign-on with OneID using SAML.
- [Add Zuora OneID application to Microsoft Entra ID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/step-1-add-zuora-oneid-application-to-microsoft-entra-id.md): Learn how to add the Zuora OneID application to Microsoft Entra ID using SAML 2.0 for single sign-on configuration.
- [Obtain Microsoft Entra ID IDP metadata URL](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/step-2-obtain-microsoft-entra-id-idp-metadata-url.md): Learn how to obtain and use the Microsoft Entra ID IDP metadata URL for configuring SSO in Zuora OneID.
- [Assign the Zuora OneID application to Microsoft Entra ID users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/step-3-assign-the-zuora-oneid-application-to-microsoft-entra-id-users.md): Learn how to assign the Zuora OneID application to users in Microsoft Entra ID.
- [Enable provisioning using SCIM API for Microsoft Entra ID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/enable-provisioning-using-scim-api-for-microsoft-entra-id.md): Learn how to configure System for Cross-domain Identity Management (SCIM) 2.0 provisioning in Microsoft Entra ID to automatically manage Zuora users and groups through Zuora OneID.
- [Assign users and groups for Integrating Microsoft Entra ID with Zuora](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/enable-provisioning-using-scim-api-for-microsoft-entra-id/assign-users-and-groups-for-integrating-microsoft-entra-id-with-zuora.md): Learn how to assign a user or group to an application in Microsoft Entra so that the application can provision the assigned objects.
- [Push a user or group manually](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-microsoft-entra-id-using-saml-in-oneid/enable-provisioning-using-scim-api-for-microsoft-entra-id/push-a-user-or-group-manually.md): Learn how to run an on-demand provisioning action to test a single user or group without waiting for the next automatic synchronization cycle.
- [Setup SSO with Okta using SAML in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-okta-using-saml-in-oneid.md): This guide explains the process of configuring Okta for single sign-on (SSO) with OneID using SAML.
- [Add Zuora OneID application to Okta](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-okta-using-saml-in-oneid/step-1-add-zuora-oneid-application-to-okta.md): Learn how to add the Zuora OneID application to Okta using SAML 2.0 integration.
- [Obtain Okta SAML metadata URL for OneID integration](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-okta-using-saml-in-oneid/step-2-obtain-okta-saml-metadata-url.md): Learn how to obtain the Okta SAML metadata URL for Zuora OneID integration.
- [Assign the Zuora OneID application to Okta users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-okta-using-saml-in-oneid/step-3-assign-the-zuora-oneid-application-to-okta-users.md): Learn how to assign the Zuora OneID application to users in Okta.
- [Enable provisioning using SCIM API](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-okta-using-saml-in-oneid/step-4-enable-provisioning-using-scim-api.md): Learn how to enable provisioning using the SCIM API by configuring OAuth 2.0 client settings and attribute mappings in Okta for Zuora OneID.
- [Setup SSO with Ping Identity using SAML in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-ping-identity-using-saml-in-oneid.md): This guide details the process of setting up Single Sign-On (SSO) with Ping Identity using SAML in Zuora OneID.
- [Create a Zuora OneID application in Ping Identity](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-ping-identity-using-saml-in-oneid/step-1-create-a-zuora-oneid-application-in-ping-identity.md): Learn how to create a Zuora OneID application in Ping Identity by configuring service provider details, logging into the PingOne admin console, and setting up SAML configurations.
- [Configure Ping Identity metadata in Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-ping-identity-using-saml-in-oneid/step-2-configure-ping-identity-metadata-in-zuora-oneid.md): Learn how to configure Ping Identity metadata in Zuora OneID by following a series of steps.
- [Enable SSO for users in Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-ping-identity-using-saml-in-oneid/step-3-enable-sso-for-users-in-zuora-oneid.md): Learn how to enable Single Sign-On (SSO) for users in Zuora OneID by following a series of steps in the admin panel.
- [Test the SSO configuration](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/setup-sso-with-ping-identity-using-saml-in-oneid/step-4-test-the-sso-configuration.md): Learn how to test the SSO configuration to ensure successful user login via PingOne and Zuora OneID.
- [View your user profile](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/view-your-user-profile.md): Learn how to access and view your user profile, including basic information, linked tenants, and user groups in the OneID portal.
- [Edit your user profile in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/edit-your-user-profile.md): Learn how to edit the basic information of your user profile in the OneID portal.
- [Reset your OneID password](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/reset-your-password.md): Learn how to reset your password in the OneID portal by following a series of simple steps.
- [Users in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid.md): Explore the roles and capabilities of different user types in OneID, including organization admins, standard users, and Zuora support users.
- [Add a user](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/add-a-user.md): Learn how to add a new user in OneID by navigating through the Admin Console, entering user details, and saving the information.
- [Activate users with activation emails](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/add-a-user/activate-users-with-activation-emails.md): Learn how to activate new users through activation emails in OneID.
- [View users in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/view-users.md): Learn how to view user information, including basic details and user groups, in OneID.
- [Edit Users in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/to-edit-user-information-in-oneid-take-the-following-steps.md): Learn how to edit user information in OneID.
- [Deactivate or reactivate users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/deactivate-or-reactivate-users.md): Learn how to deactivate or reactivate users in OneID to control their access.
- [Distinguish OneID users from tenant users](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/distinguish-oneid-users-from-tenant-users.md): This reference explains how to distinguish between OneID users and tenant users in Zuora, detailing the process of linking these identities for seamless access.
- [API user account management in Zuora](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/api-user-account-management-in-zuora.md): This document outlines the management of API user or service accounts in Zuora, detailing their setup, migration to OneID, and authentication methods. It emphasizes API user accounts and OAuth token configurations.
- [Create API User Roles in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/api-user-account-management-in-zuora/api-user-account-management.md): This task provides a guide to creating API user roles in OneID, focusing on roles with API write access and proper access controls.
- [API User Account Types in Zuora Billing](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/users-in-oneid/api-user-account-management-in-zuora/api-user-account-types-in-zuora-billing.md): This document categorizes API user account types in Zuora Billing, detailing their platform permissions and migration compatibility with OneID.
- [Billing role management](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/user-roles-in-oneid.md): A OneID user role aggregates tenant user roles to define permissions for various Zuora products within a specific tenant, allowing customization to meet business needs.
- [Add user roles in OneID for Billing Tenants](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/user-roles-in-oneid/add-user-roles.md): Learn how to add a new user role in OneID by navigating through the Admin Console and configuring role settings.
- [Import user roles in OneID for Billing Tenants](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/user-roles-in-oneid/import-user-roles.md): Learn how to import user roles from a Zuora tenant to OneID using the Admin Console.
- [Add user roles in OneID for Revenue Tenants](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/add-user-roles-for-revenue-tenants-in-oneid.md): Create user roles in OneID to control the permissions that users have in your Zuora Revenue tenants.
- [Export user roles report](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/export-user-roles-report.md): Learn how to export a user roles report from OneID so you can review global or tenant-level role assignments.
- [Edit user roles in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/edit-user-roles.md): Learn how to navigate the Admin Console to edit user roles, update their information, and save changes.
- [Delete user roles in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/delete-user-roles.md): Learn how to delete user roles in OneID by navigating the Admin Console and selecting the appropriate tenant.
- [Migrate to advanced roles and permission management](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/role-management/migrate-to-roles-and-permission-management.md): Learn how to import existing tenant roles into OneID so you can manage user roles and permissions centrally.
- [Billing roles and permission mangement](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/zuora-oneid-unified-permission-management-for-zuora-billing.md): Introduces the centralized management of user roles, permissions, and access controls across Zuora Billing tenants from Zuora OneID
- [Add user roles for Billing tenants in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/zuora-oneid-unified-permission-management-for-zuora-billing/add-user-roles-in-oneid.md): Add user roles in the OneID Admin Console for Billing and Zephr tenants to control the access and permissions that are available to users for a selected product and tenant.
- [Add user roles for Zephr tenants in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/add-user-roles-for-zephr-tenants-in-oneid.md): Create a new Zephr-specific user role for a selected tenant in OneID.
- [Update user role permissions in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/edit-permissions-for-a-tenant-in-oneid.md): Update an existing user role in the OneID Admin Console when you need to change the entity, tenant type, creator, or permission assignments for that role.
- [Tenant type and modular categories](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/permissions.md): Review the modular categories that each tenant type supports so that you can assign the appropriate permissions to user roles in your Zuora environment.
- [Clone user roles and permissions in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/role-based-access-control-for-zuora-tenants/roles-and-permissions-management-advanced/clone-user-roles-and-permissions-in-oneid.md): Clone an existing role in OneID to create a new role with similar permissions.
- [User groups in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid.md): User groups in OneID manage access permissions, enhance security, and streamline administrative tasks by organizing Zuora tenants and user roles.
- [Users and user group provisioning in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/manage-user-and-group-provisioning-in-oneid.md): Learn how to provision users and user groups in OneID, including managing access through user groups or direct tenant access for optimized security and administrative efficiency.
- [Switch from Direct Tenant Access to Group Provisioning in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/manage-user-and-group-provisioning-in-oneid/switch-from-direct-tenant-access-to-group-provisioning-in-oneid.md): Learn how to switch from Direct Tenant Access to Group Provisioning in OneID by following specific steps for user-level and organization-wide transitions.
- [Add user groups in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/add-user-groups.md): Learn how to add user groups in OneID by navigating the Admin Console, specifying group details, setting permissions, and optionally adding users.
- [View user groups](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/view-user-groups.md): Learn how to view user group information, including group names, tenants, and user roles, in OneID.
- [Edit user groups in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/edit-user-groups.md): Edit user groups in OneID by navigating to the Admin Console, updating group information, setting permissions, and adding users.
- [User and user group relationships](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/add-users-to-user-groups.md): This reference explains the many-to-many relationship between users and user groups in OneID, detailing methods for adding users to groups and managing these associations.
- [User provisioning via direct tenant assignment](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/manage-user-provisioning-by-directly-assigning-tenants-to-individual-users.md): User provisioning can be managed by assigning tenant access directly to users or through user groups for bulk provisioning.
- [Assign tenants from the Users page](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/manage-user-provisioning-by-directly-assigning-tenants-to-individual-users/assign-tenants-from-the-users-page.md): Learn how to assign tenants from the Users page by navigating through the Admin Console and adjusting user permissions.
- [View tenant details and roles](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/manage-user-provisioning-by-directly-assigning-tenants-to-individual-users/view-tenant-details-and-roles.md): Learn how to view tenant details and roles in the Admin Console.
- [Migrating existing user accounts from individual tenants to OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/migrate-existing-user-accounts-from-individual-tenants-to-oneid.md): Migrate local user accounts to OneID for streamlined access across multiple tenants, preserving roles and permissions.
- [Migrate user accounts](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/migrate-existing-user-accounts-from-individual-tenants-to-oneid/user-account-migration.md): Learn how to migrate local user accounts to global status in OneID, enabling seamless tenant access.
- [FAQs on self service migration of local user accounts to OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/user-groups-in-oneid/migrate-existing-user-accounts-from-individual-tenants-to-oneid/faqs-on-self-service-migration-of-local-user-accounts-to-oneid.md): This document provides answers to common questions about migrating local user accounts to Zuora OneID, including the process, requirements, and limitations.
- [User reports in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid.md): Learn how to manage and generate user reports in OneID, including global and tenant level reports, for auditing purposes.
- [Create a global user report in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid/create-a-global-user-report-in-oneid.md): Learn how to create and download a global user report in OneID by following these steps.
- [Create a tenant-level report in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid/create-a-tenant-level-report-in-oneid.md): Learn how to create a tenant-level report in OneID by logging in, navigating to the Users menu, and exporting the report.
- [Manage reports in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid/manage-reports-in-oneid.md): Learn how to view and manage reports in OneID, specifically for organization admins.
- [Global user report](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid/global-user-report.md): The Global user report provides a comprehensive view of user statuses and essential information for organization-wide management within OneID.
- [Tenant-level user report](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-user-reports-in-oneid/tenant-level-user-report.md): The Tenant-level user report offers comprehensive insights into user access and roles across Zuora applications, integrating OneID and tenant-specific data for detailed analysis.
- [Manage OAuth 2.0 clients](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients.md): This guide explains how to create or delete OAuth 2.0 clients to obtain access tokens for the OneID SCIM API using client credentials or authorization code grant types.
- [Create OAuth tokens for calling Revenue APIs](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/create-an-oauth-20-client-for-client-credentials-grant-type.md): Learn how to create an OAuth 2.0 client using the client credentials grant type in the OneID portal.
- [Create OAuth tokens for user management APIs in One ID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/create-an-oauth-20-client-for-client-credentials-organization.md): Learn how to create an OAuth 2.0 client using the client credentials grant type in the OneID portal.
- [Create OAuth tokens for automated user management in Okta](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/create-an-oauth-20-client-for-authorization-code-grant-type.md): Create an OAuth 2.0 client using the authorization code grant type by configuring settings, managing clients, and specifying necessary fields.
- [Create OAuth 2.0 credentials for remote MCP client](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/create-oauth-2-0-credentials-for-mcp-client.md): Learn how to create OAuth 2.0 credentials in OneID for an MCP client so it can authenticate using a client ID, client secret, and redirect URI.
- [Redirect URIs by MCP client](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/create-oauth-2-0-credentials-for-mcp-client/redirect-uris-by-mcp-client.md): View common MCP clients and their corresponding redirect URIs for configuring OAuth callbacks.
- [Delete an OAuth 2.0 client in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/manage-oauth-20-clients/delete-an-oauth-20-client.md): Learn how to delete an OAuth 2.0 client in OneID by following a series of steps.
- [OneID settings](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings.md): This article provides an overview of OneID settings and guides organization admins through the configuration process.
- [Manage single sign-on configurations](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/manage-single-sign-on-configurations.md): This guide explains how to manage single sign-on (SSO) configurations in OneID, including submitting SAML metadata URLs for identity providers.
- [Submit your IdP’s SSO SAML metadata URL to OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/manage-single-sign-on-configurations/to-submit-your-idps-sso-saml-metadata-url-to-oneid-take-the-following-steps.md): Learn how to submit your IdP’s SSO SAML metadata URL to OneID by following a series of steps in the OneID portal.
- [Remove the SSO SAML metadata URL in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/manage-single-sign-on-configurations/to-remove-the-sso-saml-metadata-url-in-oneid-take-the-following-steps.md): Learn how to remove the SSO SAML metadata URL in OneID by following a series of steps in the portal settings.
- [Configure security policy settings for your organization](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/configure-security-policy-settings-for-your-organization.md): Learn how to configure security policy settings to enhance password protection and tailor security measures to your organization's needs.
- [Security policy field configuration](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/configure-security-policy-settings-for-your-organization/security-policy-field-configuration.md): Configure security policies in Zuora to enhance organizational security by setting password complexity, history, expiration, and more.
- [Two-Factor Authentication for Zuora OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid.md): Learn how Two-Factor Authentication (2FA) in Zuora OneID enhances security by requiring a password and a time-based verification code.
- [Supported authentication applications](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid/supported-authentication-applications.md): Explore the popular authenticator applications supported by Zuora for two-factor authentication.
- [Set Up Two-Factor Authentication as a OneID administrator](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid/set-up-two-factor-authentication-as-a-oneid-administrator.md): Learn how to set up two-factor authentication (2FA) as a OneID administrator to enhance security.
- [Set Up Two-Factor Authentication as a User](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid/set-up-two-factor-authentication-as-a-user.md): Learn how to set up two-factor authentication using SMS or an authentication application, and understand when re-authentication is required.
- [Set up SMS authentication in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid/set-up-two-factor-authentication-as-a-user/sms-authentication.md): Learn how to set up SMS authentication in the Zuora OneID application by following these steps.
- [Authentication application setup](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/oneid-settings/two-factor-authentication-for-zuora-oneid/set-up-two-factor-authentication-as-a-user/authentication-application-setup.md): Set up two-factor authentication (2FA) using a mobile app in the Zuora OneID application.
- [Multi-Org Support in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/multi-org-support-in-oneid.md): The Multi-Org support in OneID allows administrators to manage users and organizational units from a unified interface.
- [Assign Organizational Unit access to a user in OneID](https://zuora.ferndocs.com/docs/platform/security-and-identity/oneid-identity-and-access-management/multi-org-support-in-oneid/assign-organizational-unit-access-to-a-user-in-oneid.md): This task guides administrators on assigning organizational unit (OU) access to users in a multi-org tenant using the OneID interface.