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Restrict access to features in Quote Studio

Learn how to restrict access to specific features in Quote Studio by configuring settings in Salesforce.

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.
  2. Select a feature name from the Feature Name dropdown field.
  3. Select the profiles using the multi-select picklist under the Profiles dropdown.
  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).
  5. Click Save.

    Quote studio will not display the selected feature for the selected profile.