> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Multi-Org configuration and management ## Docs - [Multi-Org upgrade models](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path.md): The article provides options to upgrade Multi-Org - [Upgrade single tenant to Zuora Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/upgrade-single-tenant-to-zuora-multi-org.md): Learn how to migrate a single tenant to Zuora Multi-Org using the Multiple Organization APIs. - [DAC to Multi-Org migration](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/dac-to-multi-org-migration.md): The article features the transition from Data Access Control (DAC) to Zuora Multi-Org, highlighting the benefits and migration strategies for businesses. - [Upgrade a DAC tenant to Multi-Org through APIs](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/dac-to-multi-org-migration/upgrade-existing-data-access-controls-dac-tenant-to-zuora-multi-org.md): Learn how to upgrade from Data Access Control(DAC) to Zuora Multi-Org, leveraging existing DAC tag hierarchies for a seamless transition. - [Multi-entity to Multi-Org migration](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/multi-entity-to-multi-org-migration.md): The article provides an overview of migrating Multi-Entity setup to Multi-Org. - [Upgrade a Multi-entity sub-entity to Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/multi-org-upgrade-path/co-existence-of-zuora-multi-org-as-a-leaf-entity-in-the-zuora-multi-entity-environment.md): Learn how to upgrade a leaf sub-entity in a Multi-Entity setup to Multi-Org. - [Create an org hierarchy](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/create-an-org-hierarchy.md): Learn how to sett up an organization hierarchy by activating currencies, determining parent-child relationships, and specifying invoice details. - [Add a root org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit.md): Learn how to add the root organization unit by specifying hierarchy details, invoice display information, and reporting currency settings. - [Edit a root org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit/add-the-root-org-unit-2-1.md): Learn how to edit the root organization unit. - [Add a child org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit-2.md): Learn how to add a child org unit by specifying hierarchy details, invoice display information, and reporting currency settings. - [Edit a child org unit](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/add-the-root-org-unit-2/add-the-root-org-unit-1.md): Learn to edit a child organization unit. - [Assign users to one or more Org units](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/assign-users-to-one-or-more-org-units-1.md): Learn how to assign users to one or more Org Units within an organization and understand the differences between the Beta and EA behaviors. - [Change the default Org unit for the user](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/changing-the-default-org-unit-assigned-to-the-user.md): Learn how to change the default Org Unit assigned to a user. - [Org label modifications in Multi-Org](https://zuora.ferndocs.com/docs/platform/user-management/multi-org/multi-org-configuration-and-management/modify-org-labels-in-multi-org.md): This guide introduces the prerequisites and best practices for modifying an org label.