- Module 1: Setting Up Users and Roles in Zuora Revenue
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Users and Roles
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Defining Roles in Zuora Revenue
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DEMO: Defining a Role in Zuora Revenue
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DEMO: Creating Users in Zuora Revenue
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DEMO: Configuring Password Validations in Zuora Revenue
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DEMO: Defining Security at the Application-Level in Zuora Revenue
- Module 2: Try It On Your Own
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Exercise 1: Create a Role and a User
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Exercise 1 Demo
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Exercise 2: Hide a Menu Item
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Exercise 2 Demo
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Exercise 3: Reset Password
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Exercise 3 Demo
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Next Steps
Security Settings in Zuora Revenue
Course 3 of 3 in Getting Started with Zuora Revenue
Learn more about defining users and role privileges in Zuora Revenue
The course explains how you can add more security to revenue data by creating user access and roles to determine their access privileges in Zuora Revenue.
By the end of this course, you’ll be able to:
- Create new users in Zuora Revenue
- Define user roles with different levels of access to the application
- Configure password validation using lookups