Documentation

Commerce Roles Permissions Reference

Liferay Commerce offers four Commerce account roles out of the box: Account Administrator, Buyer, Order Manager, and Sales Agent. This article serves as a reference for the specific permissions keys associated with each role.

Note

These permission keys may change in future updates.

To view the permissions associated with each Commerce account role:

  1. Navigate to the Global menu → Control Panel.

  2. Click Account Roles.

    Navigate to the Global Applications menu to access the Accounts menu.

  3. Click the Site Roles tab.

  4. Click (Commerce Role) (for example, Account Administrator).

  5. Click the Define Permissions tab.

Account Administrator

An Account Administrator can modify the account, invite and add users to join the account, and assign roles to other account members. Note that a Liferay Commerce account administrator cannot create or delete an account. This permission is reserved for the store administrator.

Account Administrator Permissions

The following set of permissions pertain to the Account Administrator Role’s ability to modify accounts in a B2B setting.

Permissions Description
Accounts > Commerce Account: Update
Accounts > Commerce Account: View Ability to view all accounts
Accounts > Commerce Account: View Members Ability to view all members in an account
Accounts > Commerce Account: Manage Address Ability to add a new billing, a shipping, or a combined address
Accounts > Commerce Account: Manage Members Ability to invite a new member or an organization and modify his or her credentials
Accounts > Commerce Account: View Addresses Ability to view all the addresses associated with an account

The following set of permissions pertain to the Account Administrator Role’s ability to modify orders regardless of the store type (B2B or B2C).

Permissions Description
Add Order Ability to add an order to the Buyer's specified account (can have more than one account)
Approve Open Orders Allow account administrator to approve orders if workflow has been enabled
Check Out Open Orders Ability to complete the checkout process for new, incomplete orders
Delete Orders Grants the ability to delete an order
Manage Orders Change Order details such as mailing and billing addresses; ability to add a note to the order
View Open Orders Ability to view all open orders
View Orders Ability to view all orders regardless of their statuses

Buyer

Users assigned this role can view, create, and check out orders.

Buyer Permissions

There are four permissions set by default:

Permissions Description
Add Order Ability to add an order to the Buyer's specified account (can have more than one account)
Checkout Open Orders Ability to complete the checkout process for new, incomplete orders
View Open Orders Ability to view all open orders
View Orders Ability to view all orders regardless of their statuses

Order Manager

Order Managers have all the permissions of buyers, and can also manage, delete and approve orders. The following permissions have been assigned to the Order Manager role.

Order Manager Permissions

The following permissions are set by default:

Permissions Description
Add Order Allows order managers to add an order
Approve Open Orders Allow order managers to approve orders if workflow has been enabled
Check Out Open Orders Ability to complete the checkout process for new, incomplete orders
Delete Orders Allow order managers to delete orders
Manage Orders Change Order details such as mailing and billing addresses; ability to add a note to the order
View Open Orders Ability to view all open orders
View Orders Ability to view all orders regardless of their statuses

Sales Agent

The Sales Agent is a regular role in Liferay Commerce and assignees are able to manage any account assigned to the role without granting administrative permissions. Because it is a regular role, it is found in the Regular Roles tab.

  1. Navigate to the Global menu → Control Panel.

  2. Click Roles.

    Navigate to the Global Applications menu to access the Accounts menu.

  3. Click the Regular Roles tab.

  4. Click Sales Agent.

  5. Click the Define Permissions tab.

Liferay Commerce 2.1 and Below

Viewing Permissions

To view the permissions associated with each Commerce account role:

  1. Navigate to the Control PanelUsersRoles.

  2. Click the Site Roles tab.

  3. Click (Commerce Role) (for example, Account Administrator).

  4. Click the Define Permissions tab.

Defining Permissions

  1. Navigate to the Control PanelUsersRoles.

  2. Click the Regular Roles tab.

  3. Click Sales Agent.

  4. Click the Define Permissions tab.

Sales Agent Permissions

Permissions Description
Manage Organizations Ability to add or remove organizations
Manage Available Accounts Ability to manage accounts that the sales agent is a member of