Documentation

Creating a Custom Account Role

Liferay Commerce offers four account roles by default: Account Administrator, Buyer, Order Manager, and Sales Agent. To learn more about the roles in general, see Account Roles. In addition, please consult the Commerce Roles Permissions Reference to find out the associated permissions key for each role. If a store administrator determines that none of the existing roles are sufficient for particular needs, administrators have the ability to create a new role. As always, store administrators can add more permissions to each account role.

To add a new Commerce account role:

  1. Navigate to the Global menu → Control Panel.

  2. Click Roles.

    Navigate to the Roles menu in the revamped Control Panel.

  3. Click the Site Roles tab.

  4. Click the Add Site Role button.

  5. Enter the following:

    • Name: Customer Service Representative.

  6. Click Save.

  7. Click Define Permissions.

  8. Click Site and Asset Library Administration to expand the dropdown menu.

    Commerce permission keys are located in the Applications section under Site and Asset Library Administration.

    • All Commerce-specific permissions keys are located in the Applications sub-menu:

      • Accounts

      • Cart

      • Cart Summary

      • Checkout

      • Commerce Addresses

      • Commerce BOM

      • Commerce Categories Navigation

      • Coupon Code Entry

      • Dashboard Forecasts Chart

      • Mini Cart

      • Open Carts

      • Option Facet

      • Orders

      • Shipments

      • Specification Facet

      • Wish List Contents

      • Wish Lists

  9. Select the Commerce permissions from the Site Administration.

    New custom role permissions

  10. Click Save.

Once the new role has been created, it will be listed in the Site Roles menu in the Control Panel and also the Account Management widget.

New custom role

Liferay Commerce 2.1 Below

To add a new Commerce account role:

  1. Navigate to the Control PanelUsersRoles.

  2. Click the Site Roles tab.

  3. Click the Add Site Role button.

  4. Enter the following:

    • Name: Customer Service Representative.

  5. Click Save.

  6. Click Define Permissions.

  7. Click Site Administration to expand the dropdown menu.

    Blank Commerce Account Roles

    • Commerce-specific permissions keys are located in two different places. In the Commerce sub-menu, the following Commerce widgets’ permissions keys are listed here:

      • Wish Lists

      • Settings

    • The following Commerce widgets’ permission keys are found in the Applications sub-menu.

      • Accounts

      • Cart

      • Cart Summary

      • Checkout

      • Commerce Addresses

      • Commerce BOM

      • Commerce Categories Navigation

      • Coupon Code Entry

      • Dashboard Forecasts Chart

      • Mini Cart

      • Open Carts

      • Option Facet

      • Orders

      • Shipments

      • Specification Facet

      • Wish List Contents

      • Wish Lists

  8. Select the Commerce permissions from the Site Administration.

    New custom role permissions

  9. Click Save.

Once the new role has been created, it will be listed in the Site Roles menu in the Control Panel and also the Account Management widget.

New custom role

Additional Information