Administration Settings

Administration Settings

Self-Paced: for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization.

About this course

This course is designed for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization. 

By the end of this course, you’ll be able to:
• Identify the Administration settings in Zuora
• Explain security policies, user roles, and permissions
• Change security policies 
• Create a user role 
• Create a new user
• Assign a role to a user

Prerequisites: None

The course is broken down as shown:

Module 1
Introduction to Administration Settings
What’s in it for You?
Topic 1: Introduction to Administration Settings
Topic 2: Getting to Administration Settings
Topic 3: Administration Settings Page
Topic 4: Setting Security Policies
Topic 5: Manage Roles
Topic 6: Manage All Users
Topic 7: Manage Tenant Profile
Topic 8: Manage Data Access Control
Topic 9: Manage External SMTP Server

Module 2
Administration Settings: Demo
Task 1: Edit Security Policies
Task 2: Add New Role and Assign Permissions
Task 3: Add New User and Assign Roles

Module 3
Administration Settings: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Administration Settings

    What’s in it for You?
    Topic 1: Introduction to Administration Settings
    Topic 2: Getting to Administration Settings
    Topic 3: Administration Settings Page
    Topic 4: Setting Security Policies
    Topic 5: Manage Roles
    Topic 6: Manage All Users
    Topic 7: Manage Tenant Profile
    Topic 8: Manage Data Access Control
    Topic 9: Manage External SMTP Server

  • Module 2
  • Administration Settings: DEMO

    Task 1: Edit Security Policies
    Task 2: Add New Role and Assign Permissions
    Task 3: Add New User and Assign Roles

  • Module 3
  • Administration Settings: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for Zuora administrators or anyone responsible for administering Zuora on behalf of their organization. 

By the end of this course, you’ll be able to:
• Identify the Administration settings in Zuora
• Explain security policies, user roles, and permissions
• Change security policies 
• Create a user role 
• Create a new user
• Assign a role to a user

Prerequisites: None

The course is broken down as shown:

Module 1
Introduction to Administration Settings
What’s in it for You?
Topic 1: Introduction to Administration Settings
Topic 2: Getting to Administration Settings
Topic 3: Administration Settings Page
Topic 4: Setting Security Policies
Topic 5: Manage Roles
Topic 6: Manage All Users
Topic 7: Manage Tenant Profile
Topic 8: Manage Data Access Control
Topic 9: Manage External SMTP Server

Module 2
Administration Settings: Demo
Task 1: Edit Security Policies
Task 2: Add New Role and Assign Permissions
Task 3: Add New User and Assign Roles

Module 3
Administration Settings: Practice
Let Me Try
Check Your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Introduction to Administration Settings

    What’s in it for You?
    Topic 1: Introduction to Administration Settings
    Topic 2: Getting to Administration Settings
    Topic 3: Administration Settings Page
    Topic 4: Setting Security Policies
    Topic 5: Manage Roles
    Topic 6: Manage All Users
    Topic 7: Manage Tenant Profile
    Topic 8: Manage Data Access Control
    Topic 9: Manage External SMTP Server

  • Module 2
  • Administration Settings: DEMO

    Task 1: Edit Security Policies
    Task 2: Add New Role and Assign Permissions
    Task 3: Add New User and Assign Roles

  • Module 3
  • Administration Settings: PRACTICE

    Let Me Try

  • Check Your Understanding
  • Module 4
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps