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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.

  1. Navigate to Admin Console > User Roles.
  2. From the View Role List list, select a tenant for the new user role. All the Zuora tenants in your organization are listed here.
  3. Click Add New Role. A settings window opens.
  4. In the settings window, specify the name and description of the new user role.
  5. 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 productUser Role AUser Role BUser Role C
    Zuora PlatformAdministratorStandard UserCustomized Platform User
    BillingZuora Billing Standard UserZuora Billing Standard UserZuora Billing Standard User
    PaymentsZuora Payments Standard UserZuora Payments Standard UserZuora Payments Standard User
    FinanceZuora Finance AdministratorZuora Finance Standard UserZuora Finance Administrator
    CommerceZuora Commerce Admin UserZuora Commerce Standard UserZuora Commerce Standard User
    ReportingZuora Reporting AdministratorZuora Reporting Standard UserZuora 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.

  6. Click Save. You can find the new user role on the User Roles page.