Add user roles in OneID for Billing Tenants
Learn how to add a new user role in OneID by navigating through the Admin Console and configuring role settings.
- Navigate to Admin Console > User Roles.
- From the View Role List list, select a tenant for the new user role. All the Zuora tenants in your organization are listed here.
- Click Add New Role. A settings window opens.
- In the settings window, specify the name and description of the new user role.
- Select the permissions for each Zuora product.
The following table lists the default permissions available for each Zuora product. To assign custom permissions, first create a custom permission in the corresponding Zuora tenant. The custom permission is then available for selection when creating the user role.
Table 1. Default permissions by Zuora product Zuora product User Role A User Role B User Role C Zuora Platform Administrator Standard User Customized Platform User Billing Zuora Billing Standard User Zuora Billing Standard User Zuora Billing Standard User Payments Zuora Payments Standard User Zuora Payments Standard User Zuora Payments Standard User Finance Zuora Finance Administrator Zuora Finance Standard User Zuora Finance Administrator Commerce Zuora Commerce Admin User Zuora Commerce Standard User Zuora Commerce Standard User Reporting Zuora Reporting Administrator Zuora Reporting Standard User Zuora Reporting Standard User Note:To assign custom permissions, create a custom permission in the corresponding Zuora tenant. After the permission is created, it is available for selection when creating or updating a user role in OneID.
- Click Save. You can find the new user role on the User Roles page.