Assign the custom Zuora Finance role to a user
Configure user access by creating and assigning a custom Zuora Finance role
You must be a Zuora administrator to create or change user roles and to assign roles to users.
Note: It is not necessary to create custom roles. For many tenants, the pre-configured user roles are all that's needed.
- Navigate to Settings > Administration Settings and select Manage Users.
- Click the user's First Name, Last Name, or User Name. Zuora displays the user's basic information.
- Click Edit.
- Select the new Finance Role that you just created.
- Click Save.