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Security and identityOneID - Identity and Access ManagementRole Based Access Control for Zuora TenantsRole managementBilling role management

Add user roles in OneID for Billing Tenants

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Learn how to add a new user role in OneID by navigating through the Admin Console and configuring role settings.

1

Navigate to Admin Console > User Roles.

2

From the View Role List list, select a tenant for the new user role. All the Zuora tenants in your organization are listed here.

3

Click Add New Role. A settings window opens.

4

In the settings window, specify the name and description of the new user role.

5

Select the permissions for each Zuora product.

The following table lists the default permissions available for each Zuora product. To assign custom permissions, first create a custom permission in the corresponding Zuora tenant. The custom permission is then available for selection when creating the user role.

Zuora productUser Role AUser Role BUser Role C
Zuora PlatformAdministratorStandard UserCustomized Platform User
BillingZuora Billing Standard UserZuora Billing Standard UserZuora Billing Standard User
PaymentsZuora Payments Standard UserZuora Payments Standard UserZuora Payments Standard User
FinanceZuora Finance AdministratorZuora Finance Standard UserZuora Finance Administrator
CommerceZuora Commerce Admin UserZuora Commerce Standard UserZuora Commerce Standard User
ReportingZuora Reporting AdministratorZuora Reporting Standard UserZuora Reporting Standard User

To assign custom permissions, create a custom permission in the corresponding Zuora tenant. After the permission is created, it is available for selection when creating or updating a user role in OneID.

6

Click Save. You can find the new user role on the User Roles page.