Access and permissions for Zuora AI
Zuora AI access and permissions are controlled at both the tenant and user levels, follow existing Zuora role-based access controls, and always require explicit approval for write actions.
Zuora AI follows the same access controls as Zuora. A user can only view data or perform actions that their Zuora permissions allow.
Tenant-level AI access
A OneID Organization Admin controls AI access for each tenant from Command Center > Admin Console > AI.
The following tenant-level permission modes are available:
| Permission mode | Description |
|---|---|
| Read | Zuora AI can answer questions, query data, generate insights, and display summaries. It cannot make changes to Zuora data. |
| Read & Write | Zuora AI can perform Read actions and can also propose supported actions that modify Zuora data. Write actions require explicit user approval before they are executed. |
Only a OneID Organization Admin can change the tenant-level AI permission mode.
User-level access
After Zuora AI is enabled at the tenant level, user access depends on the Zuora application.
In Zuora Billing, users can access Zuora AI when AI is enabled for the tenant. Each user's effective access is determined by the tenant-level AI permission mode and the user's individual Zuora permissions.
In Zuora Revenue, users must have the AI permission explicitly enabled. Users who do not have this permission cannot see the Zuora AI interface, regardless of the tenant-level AI setting.
How existing permissions apply
Zuora AI uses the same API layer and role-based access control as manual actions in Zuora.
For example, if you do not have permission to post an invoice in the standard Zuora UI, you cannot post an invoice through Zuora AI.
Zuora AI does not bypass permissions, segregation of duties, or approval workflows. You can only view data and perform actions for the Zuora products and objects that you have permission to access.
Approval for write actions
Zuora AI does not perform write actions automatically. When a write action is available, Zuora AI shows the action it plans to take and waits for your approval.
You can review the proposed action before you confirm or decline it.