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Account Management Page
Official Documentation
Account Management Page The Account Management page is where store administrators and account managers manage users and accounts. Users may be invited to the store and assigned account-specific...
Inviting Users to an Account
Official Documentation
Inviting Users to an Account This article documents how to invite users to an account. Corporate accounts can have more than one user assigned to handle various aspects of a transaction. There are...
Order Management Permissions
Official Documentation
Order Management Permissions With Liferay Commerce, you can use permissions to control access to Order Management applications and resources in the Commerce tab of the Global Menu (Global Menu). ...
Inventory Management Permissions
Official Documentation
Inventory Management Permissions With Liferay Commerce, you can use permissions to control access to Inventory Management applications and resources in the Commerce tab of the Global Menu (Global...
Product Management Permissions
Official Documentation
Product Management Permissions With Liferay Commerce, you can use permissions to control access to Product Management applications and resources in the Commerce tab of the Global Menu (Global...
Settings Permissions
Official Documentation
Settings Permissions With Liferay Commerce, you can use permissions to control access to Settings applications in the Commerce tab of the Global Menu (Global Menu). Control access to Settings...
Pricing Permissions
Official Documentation
Pricing Permissions With Liferay Commerce, you can use permissions to control access to Pricing applications and resources in the Commerce tab of the Global Menu (Global Menu). Control access to...
Store Management Permissions
Official Documentation
Store Management Permissions With Liferay Commerce, you can use permissions to control access to Store Management applications and resources in the Commerce tab of the Global Menu (Global Menu). ...
Introduction to the Admin Account
Official Documentation
Introduction to the Admin Account The Admin User account is created by default in any new installation of Liferay DXP and has full permissions to modify every facet of a Liferay DXP instance. The...
Managing Guest User Entries
Official Documentation
Managing Guest User Entries When you create an object and its application UI, unauthenticated users cannot add object entries, even if you add an object-backed application to a page and grant the...
Configuring Liferay
Official Documentation
Configuring Liferay Liferay is a very adaptable tool. You can modify and configure it to suit the needs of your application.
Users and Permissions
Official Documentation
Users and Permissions Liferay comes with a comprehensive framework to manage user access and roles within Liferay. To support complex organizational needs, there are several entities within the...
Accounts
Official Documentation
Accounts Available 7.4+ Accounts provide administrators with a way to organize and manage users for various commerce or business needs. Unlike organizations or user groups, accounts help...
Account Groups
Official Documentation
Account Groups Available 7.4+ Use Account Groups to organize related accounts. For example, group accounts by region (Americas, Asia Pacific, Europe, etc.). Creating an Account Group Open the...
Account Management Widget
Official Documentation
Account Management Widget Available 7.4+ Use Account Management widget to manage and access account information from any page. This provides access for those without permission to view the Control...
Account Addresses
Official Documentation
Account Addresses Available 7.4+ Account addresses are the billing or shipping addresses associated with Business or Person accounts. Adding an Account Address Open the Global Menu (Global...
Account Roles
Official Documentation
Account Roles Available 7.4+ Create different account roles with specific permissions and assign them to account users to manage access to accounts. There are two types of account roles: ...
Account Users
Official Documentation
Account Users For Liferay 7.4 U55+/GA55+ Once you've created an account, you can associate existing users with it manually. Alternatively, you can create and associate users with an account...
Channel Defaults Permissions Reference
Official Documentation
Channel Defaults Permissions Reference Liferay DXP 7.4 U75+/GA75+ Setting channel defaults for an account ensures that addresses, shipping options, terms and conditions, and payment methods are...
Setting Channel Defaults
Official Documentation
Setting Channel Defaults Liferay 7.4 U49+/GA49+ Users with the necessary account management permissions can set channel defaults for business accounts. Open the Global Menu ( Global Menu ) and...
Contacts
Official Documentation
Contacts Liferay DXP 2024.Q2+/Portal GA120+ Using the new Contact tab on an account, you can add contact details related to the account: Addresses Phone Numbers Email Addresses Websites ...
Channel Defaults
Official Documentation
Channel Defaults Available Liferay 7.4 U49+/GA49+ After creating a business account, set channel defaults to streamline ordering and tailor Commerce behavior for specific accounts. Channel...
Using Workflow with Accounts
Official Documentation
Using Workflow with Accounts Liferay 7.4 U49+/GA49+ Accounts are fully integrated with Liferay's workflow engine, so you can enable an approval process for account creation. To enable a workflow...
Service Accounts
Official Documentation
Service Accounts A service account is a common abstraction in systems used to make authenticated API requests on behalf of the system. Every virtual instance in Liferay comes with one service...
Adding Addresses to an Account
Official Documentation
Adding Addresses to an Account This article documents how to update an account's billing and shipping addresses using either the Account Management widget or the Control Panel. Using the Account...
Adding Organizations to Accounts
Official Documentation
Adding Organizations to Accounts Organizations can be added to an Account to simplify the management and administration of accounts. To learn more about using Organizations with Accounts see Using...
Users and Accounts
Official Documentation
Users and Accounts Liferay Commerce provides specialized roles out of the box to satisfy e-commerce needs. These roles are included alongside the standard DXP roles and define basic user profiles...
Commerce Account Roles
Official Documentation
Commerce Account Roles Account roles are sets of permissions that grant users specific abilities within an account context. These roles can be used to delegate account responsibilities, or paired...
Creating a New Account
Official Documentation
Creating a New Account There are two ways to create an account: 1) using the Account Management widget and 2) through the Control Panel. Access to the Control Panel is typically restricted to those...
Commerce Roles Reference
Official Documentation
Commerce Roles Reference Liferay includes five roles out-of-the-box for Commerce: account administrator, account member, buyer, order administrator, and order manager. You can modify these roles or...
Creating a New Account Group
Official Documentation
Creating a New Account Group Account Groups allow accounts to be grouped based on business criteria, such as grouping accounts by geographic region (US West Coast, the Midwest, and the South)....
Using Organizations to Create a Sales Network
Official Documentation
Using Organizations to Create a Sales Network The organizational structure of B2B sales networks can be mirrored in Liferay Commerce using the Organizations feature. Organizations are hierarchical...
Commerce Roles and Permissions
Official Documentation
Commerce Roles and Permissions The permissions assigned to a user role determine the Liferay applications and resources they can access and use. You can scope each role to an instance, site,...
Organizations
Official Documentation
Organizations Organizations in Liferay can enable distributed user and site management that reflects real world organizational hierarchies. Organizations can nest to an unlimited number of...
Adding a New Organization Type
Official Documentation
Adding a New Organization Type By default, Liferay DXP only includes the Organization type. You can configure the existing type or add additional types in System Settings → Users → Organization...
Creating and Managing Roles
Official Documentation
Creating and Managing Roles Once you understand roles and permissions, you can create the roles and empower your users to work within your Liferay DXP solution. Create and manage roles in Control...
Account Management
Official Documentation
Account Management Available Liferay 7.3 and Below In Liferay, accounts store customer information, such as billing and shipping addresses, order details, and VAT number. Once created, accounts...
Adding Users to Organizations
Official Documentation
Adding Users to Organizations With Liferay organizations, you can manage users and permissions to model your real-life organizational hierarchy, which can then be quickly implemented in...
Organization Roles
Official Documentation
Organization Roles Liferay Organizations provide a convenient way to implement distributed User management. With them, you can use Organization-scoped Roles to assign standard permissions to all...
Assigning Roles to User Segments
Official Documentation
Assigning Roles to User Segments Liferay DXP 7.2 SP2+, Liferay CE 7.3.1 GA2+ User segments are dynamically assigned user collections. If a segment can be well-defined with the available criteria,...

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