This article provides the essential concepts and terms of Zuora Multi-Org  and the Org Context Switcher functionality.

Basic concepts and terms of Multi-Org

Use this reference to understand the limitations and unsupported functionalities in Zuora .

Multi-Org limitations and invoice settlement harmonization

Learn how to activate Zuora Multi-Org for new or existing tenants.

Multi-Org activation and initial setup

The article provides options to upgrade Multi-Org

Multi-Org upgrade models

The article provides an overview of migrating Multi-Entity setups to Multi-Org.

Overview of Multi-Entity to Multi-Org migration

Learn how to upgrade a leaf sub-entity in a Multi-Entity setup to  Multi-Org.

Upgrade a Multi-Entity sub-entity to Zuora Multi-Org

Learn how to sett up an organization hierarchy by activating currencies, determining parent-child relationships, and specifying invoice details.

Create an Org hierarchy

Learn how to add the root organization unit by specifying hierarchy details, invoice display information, and reporting currency settings.

Add a root org unit

Add a child org unit

Learn how to assign users to one or more Org Units within an organization, including understanding the differences between Beta and EA behaviors.`

Assign users to one or more Org units

Learn how to transit users  between org units without default inheritance using Org Context Switcher.

Overview of Org Switcher

Learn how to change the default Org Unit assigned to a user.

Change the default Org unit for the user

This guide introduces the prerequisites and best practices for modifying an org label.

Modify org labels in Multi Org

This guide introduces the steps and considerations for deleting an org.

Delete an org unit from the Multi Org hierarchy

This document references  the API enhancements for Multi-Org, including new fields and headers for account creation and data visibility management, applicable when Multi-Org is enabled.

API enhancements for Multi-Org

zuora-platform/user-management/multi-org/overview-of-multi-org

Multi Org

Zuora Multi-Org is designed to streamline revenue and financial operations, enabling rapid business expansion and integration of multiple organizational units under a single tenant.

Overview of Multi-Org

Multi Org configuration and enablement

zuora-platform/user-management/multi-org/multi-org-configuration-and-enablement

user-management/multi-org/multi-org-configuration-and-enablement

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