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Install Configurable Lockbox

Learn how to install the Configurable Lockbox, including prerequisites such as having a Zuora Connect account and the necessary platform roles.

Prerequisites

Before installing Configurable Lockbox, ensure the following tasks are completed:

  • You must have a Zuora Connect account. For more information, see Link your Connect account to your Zuora account.

  • You must have purchased the app.

  • You must have created an OAuth login for your Zuora tenant. For more information, see Create an OAuth Login in Zuora Connect.

  • To install Configurable Lockbox, you must have the Platform Admin role. For more information about platform roles, see Platform roles.