The Zuora Administrator’s Checklist

The Zuora Administrator’s Checklist

Self-Paced: for Zuora administrators responsible for configuring the settings in Zuora.

About this course

This course is designed for Zuora administrators responsible for configuring the settings in Zuora.

By the end of this course, you’ll be able to:

• Identify the responsibilities of a Zuora Administrator
• Identify the out-of-the-box roles for different parts of Zuora
• Explain the benefits of setting up Administrator roles
• Create custom roles and assign them to users 
• Identify the security policy settings offered by Zuora
• Configure a payment gateway
• Describe the purpose of notifications
• Identify mistakes that occur when using the Standard User role 

Prerequisites:

• The Administration Settings course or familiarity with Zuora administration settings

The course is broken down as shown:

Module 1
The Zuora Administrator
Topic 1: Introduction
Topic 2: What is Zuora?
Topic 3: Responsibilities of a Zuora Administrator
Topic 4: Out-of-the-Box Administrator and User Roles
Topic 5: The Administration Settings Screen
Topic 6: Best Practices for Administering Zuora
Check Your Understanding I

Module 2
The Administrator's Role in Ensuring a Smooth Operation
Topic 1: Creating and Assigning Administrator Roles
Topic 2: Creating Custom Roles
Topic 3: Setting Security Policies
Topic 4: Setting Up a Payment Gateway
Topic 5: Using Notifications
Topic 6: Potential Problems with the Standard User Role
Check Your Understanding II

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course45 minutes

  • Module 1
  • The Zuora Administrator

    Topic 1: Introduction
    Topic 2: What is Zuora?
    Topic 3: Responsibilities of a Zuora Administrator
    Topic 4: Out-of-the-Box Administrator and User Roles
    Topic 5: The Administration Settings Screen
    Topic 6: Best Practices for Administering Zuora

  • Check your Understanding I
  • Module 2
  • The Administrator's Role in Ensuring a Smooth Operation

    Topic 1: Creating and Assigning Administrator Roles
    Topic 2: Creating Custom Roles
    Topic 3: Setting Security Policies
    Topic 4: Setting Up a Payment Gateway
    Topic 5: Using Notifications
    Topic 6: Potential Problems with the Standard User Role

  • Check Your Understanding II
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for Zuora administrators responsible for configuring the settings in Zuora.

By the end of this course, you’ll be able to:

• Identify the responsibilities of a Zuora Administrator
• Identify the out-of-the-box roles for different parts of Zuora
• Explain the benefits of setting up Administrator roles
• Create custom roles and assign them to users 
• Identify the security policy settings offered by Zuora
• Configure a payment gateway
• Describe the purpose of notifications
• Identify mistakes that occur when using the Standard User role 

Prerequisites:

• The Administration Settings course or familiarity with Zuora administration settings

The course is broken down as shown:

Module 1
The Zuora Administrator
Topic 1: Introduction
Topic 2: What is Zuora?
Topic 3: Responsibilities of a Zuora Administrator
Topic 4: Out-of-the-Box Administrator and User Roles
Topic 5: The Administration Settings Screen
Topic 6: Best Practices for Administering Zuora
Check Your Understanding I

Module 2
The Administrator's Role in Ensuring a Smooth Operation
Topic 1: Creating and Assigning Administrator Roles
Topic 2: Creating Custom Roles
Topic 3: Setting Security Policies
Topic 4: Setting Up a Payment Gateway
Topic 5: Using Notifications
Topic 6: Potential Problems with the Standard User Role
Check Your Understanding II

Module 3
Course Summary
Course Summary
Completed Objectives
Next Steps

Course45 minutes

  • Module 1
  • The Zuora Administrator

    Topic 1: Introduction
    Topic 2: What is Zuora?
    Topic 3: Responsibilities of a Zuora Administrator
    Topic 4: Out-of-the-Box Administrator and User Roles
    Topic 5: The Administration Settings Screen
    Topic 6: Best Practices for Administering Zuora

  • Check your Understanding I
  • Module 2
  • The Administrator's Role in Ensuring a Smooth Operation

    Topic 1: Creating and Assigning Administrator Roles
    Topic 2: Creating Custom Roles
    Topic 3: Setting Security Policies
    Topic 4: Setting Up a Payment Gateway
    Topic 5: Using Notifications
    Topic 6: Potential Problems with the Standard User Role

  • Check Your Understanding II
  • Module 3
  • Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps