Learn how to configure account linking settings to control how users are matched to billing accounts and how self-registration is handled.

1. Navigate to Customers > User Accounts > Settings.
2. Expand the Account Linking tab.
3. In the Account Matching Field list, select the Zuora contact field to use when linking users to billing accounts.

   • Bill-To Contact Work Email

   • Bill-To Contact Personal Email

   • Sold-To Contact Work Email

   • Sold-To Contact Personal Email

   • Ship-To Contact Work Email

   • Ship-To Contact Personal Email

4. In the Self-Registration Mode list, select how users can create access to your web pages.

   • Open: Users can self-register, and Zuora automatically links them to matching accounts.

   • Request Only: Users can request access, and you must approve and link the accounts.

   • Disabled: Users cannot self-register, and you must create all users manually.

5. In the When No Account Match Is Found list, select how Zuora handles a registration request that does not match an existing account.

   • Create without account: Zuora creates the user without linking it to an account. You can link the account later.

   • Show error: Zuora rejects the registration request if it does not find a matching account.

6. Click Save.