Create a custom Zuora Finance role

Learn how to 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 are needed.

Navigate to Settings > Administration Settings and select Manage User Roles.
From the View Role List of: list, select Finance.
Click Add new role. This opens a new page where you can fill in the Basic Information for the custom role.
Enter the Role Name.
Optionally, enter a Description for the custom role.
Select the permissions that you want to set for the role.
Click Save.
To know how to assign the custom Zuora Finance role to a user, refer to Assign the custom Zuora Finance role to a user.

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