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Create a custom user role

Learn how to create a custom user role.

You can use the standard Zuora roles, or create a custom role for your users.

  1. Click your user name at the top right and navigate to Settings > Administration > Manage User Roles.
  2. From the View Role List of list, select the product for which you want to create a custom user role.
  3. Click Add new role. The New Role page appears. Here you can fill in Basic Information for the custom role.
  4. Enter the role name and an optional description for the custom role.
  5. Select the permissions that you want to set for the role. See one of the following role types for a description of associated permissions:
  6. Click save.