Welcome to Zuora Product Documentation

Explore our rich library of product information

Map profiles to Zuora Org

Learn how to map profiles to a Zuora Org by adding the Org Access Mappings tab and configuring user access.

As a Salesforce Administrator, you can restrict user access to specific Zuora orgs using the Org Access Mappings tab. You must manually add this tab to the permission set before using it for the first time.

  1. Open Zuora Quotes Lightning.
  2. To add the Org Access Mappings tab, perform the following steps:
    1. Click editicon on the top right corner.
    2. Click Add More Items button.
    3. Click All and search for Org Access Mappings.
    4. Select Org Access Mappings and click Add 1 Nav Item button.
      Adding the Org Access Mappings tab is a one-time activity.
  3. Navigate to the Org Access Mappings tab and click the New button.
  4. In the Organization field, enter and select the organization name.
    You can select only one organization. To control access, you must create an org access mapping for each organization.
  5. Select the profiles from the Available list in the Profile Name section and click the icon. Alternatively, to choose all the profiles, select All Profiles.
  6. Enter user information in the User Detail field, and select the users.
  7. Click Save.
    Note:
    • When both All Profiles and specific profiles are selected, the system saves only the specific profiles.

    • When you select a profile and also add a user in the User Detail field, all users assigned to that profile, as well as the individually added user, will have access to the selected org.

    • You can also restrict Salesforce users' access to certain orgs configured in the Zuora tenant based on the Account or Opportunity record field using the Multi Org Plugin. See Use Multi Org Plugin.