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All Results 63
Resource Type
Deployment Approach
Capability
Feature
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...
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 for Commerce 2.1 and Earlier Versions
Official Documentation
Adding Organizations to Accounts for Commerce 2.1 and Earlier Versions Organizations can be added to an Account to simplify the management and administration of accounts. To learn more about using...
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...
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...
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)....
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...
Inviting Users to an Account for Commerce 2.1 and Earlier Versions
Official Documentation
Inviting Users to an Account for Commerce 2.1 and Earlier Versions This article documents how to invite users to an account. Corporate accounts can have more than one user assigned to handle...
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...
Creating a New Account Group for Commerce 2.1 and Earlier Versions
Official Documentation
Creating a New Account Group for Commerce 2.1 and Earlier Versions Account Groups allow accounts to be grouped based on business criteria, such as grouping accounts by geographic region (US West...
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 Addresses to an Account for Commerce 2.1 and Earlier Versions
Official Documentation
Adding Addresses to an Account for Commerce 2.1 and Earlier Versions This article documents how to update an account's billing and shipping addresses using either the Control Panel. Navigate to...
Creating a New Account for Commerce 2.1 and Earlier Versions
Official Documentation
Creating a New Account for Commerce 2.1 and Earlier Versions Create an account through the Control Panel. Access to the Control Panel is typically restricted to those with administrative...
Commerce Roles Reference
Official Documentation
Commerce Roles Reference Liferay includes four roles out-of-the-box for Commerce: account administrator, account member, buyer, and order manager. You can modify these roles or create additional...
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,...
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...
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...
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...
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). ...
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...
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). ...
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...
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...
Adding Subtypes to Account Addresses
Official Documentation
Adding Subtypes to Account Addresses Liferay DXP 2025.Q2+ In addition to billing and shipping address types, administrators can define and assign custom subtypes for account addresses. This...
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 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...
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...
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...
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...
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...
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 ...
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...
Creating and Managing Organizations
Official Documentation
Creating and Managing Organizations If you're not sure what Organizations are or whether you need them, start here. Adding Organizations Click Users and Organizations from Control Panel → Users....
Organization Sites
Official Documentation
Organization Sites Liferay Organizations enable distributed User management, providing a convenient way to organize and manage instance users and roles to reflect your organizational hierarchy....
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...
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,...
Roles and Permissions
Official Documentation
Roles and Permissions To get things done in Liferay DXP, users must have the proper permissions. Roles join users with permissions. Most administrative work for roles and permissions is done in...
Assigning Users to Roles
Official Documentation
Assigning Users to Roles The location of a role's assignment UI corresponds with the Role's scope. Regular Roles Globally scoped regular roles are available for configuration in the DXP Control...
Default Roles Reference
Official Documentation
Default Roles Reference All roles available in a Liferay DXP installation can be viewed in the Roles administrative application, organized by scope. Navigate there using Control Panel → Users →...
Defining Role Permissions
Official Documentation
Defining Role Permissions Roles collect permissions, so when users are given a role, they inherit all its permissions. If you create a role with permission to access something in the Control...
Creating and Managing User Groups
Official Documentation
Creating and Managing User Groups A user group is a list of users created for a specific purpose. User groups can be created across the hierarchical boundaries of organizations. For example, an...
Users
Official Documentation
Users Every person who accesses a Liferay site is considered a user. Unauthenticated users are considered Guest users. Liferay ships out-of-the-box with a default admin user who has complete...
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...
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...
User Group Sites
Official Documentation
User Group Sites With user group sites, you can create pages that are added automatically to each member’s personal site. These pages are organized into two page sets, My Profile (public) and My...
Understanding Roles and Permissions
Official Documentation
Understanding Roles and Permissions To give users the necessary permissions to perform their intended function within Liferay DXP, you must first associate the set of permissions with a role. ...
User Groups
Official Documentation
User Groups Creating and Managing User Groups Managing Site Membership and Permissions with User Groups User Group Sites
Adding and Managing Users
Official Documentation
Adding and Managing Users Core user management activities include adding, editing, and deleting users. These activities are typically restricted to Administrative users. Adding Users Open the...
Updating User Profile Pictures
Official Documentation
Updating User Profile Pictures Users have profile pictures. Administrative Users can upload images in the Edit User form, and Users can update their own account information, including profile...
Configuring a Password Policy
Official Documentation
Configuring a Password Policy Password policies enhance the security of your installation. You can use the default policy that ships with Liferay (modified or as is), or you can create your own...
Standard Permissions
Official Documentation
Standard Permissions Liferay defines several standard permissions across various applications and resources, such as view, edit, update, and more. Managing permissions Permissions are best managed...
Managing Site Membership and Permissions with User Groups
Official Documentation
Managing Site Membership and Permissions with User Groups You can use user groups to manage site membership, roles, and permissions. Managing Site Membership with User Groups One of the primary...