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Accounts Receivable

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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thumbnailAccounts Receivable

Types of roles

Create a custom Zuora Finance role

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.
  1. Navigate to Settings > Administration Settings and select Manage User Roles.
  2. From the View Role List of: list, select Finance.
  3. Click Add new role. This opens a new page where you can fill in the Basic Information for the custom role.
  4. Enter the Role Name.
  5. Optionally, enter a Description for the custom role.
  6. Select the permissions that you want to set for the role.
  7. Click Save.

    To know how to assign the custom Zuora Finance role to a user, see here.

Last updated: October 10, 2025