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Implement Data Access Control process overview

Explains the high-level process to implement Data Access Control.

Data Access Control gives you the ability to control what your users see within Zuora.

Prerequisite

You must have Zuora Platform Administrator permission to manage Data Access Control. See Zuora Platform roles for more information.

Process

To begin using data access control, perform the following steps:

  1. Create a tag hierarchy

  2. Apply tags to objects

  3. Apply tags to users

After Data Access Control is enabled, users will only see the information pertains to them.