Mastering Commerce Users and Accounts

Managing customer relationships is the foundation of a successful digital commerce strategy. Supporting individual shoppers, B2B hierarchies, and internal sales teams requires a highly adaptable platform. To meet these complex demands, organizations must leverage an architecture that securely centralizes user data while maintaining flexibility to serve distinct business models.

Liferay provides the specialized tools required to solve this multi-layered challenge. Robust user and account management features centralize your customer relationship structure while facilitating the orchestration of diverse user segments. Liferay’s Accounts and Organizations empower you to accurately map internal team structures alongside external buyer groups. Here, you’ll learn to layer these components with role-based access control to secure your platform and unlock advanced enterprise features like B2B self-service.

This course is designed for commerce administrators and other users who are responsible for implementing and maintaining commerce solutions. It does not require technical expertise, though it does assume general familiarity with Liferay’s commerce capabilities. If these concepts are new to you, consider taking the Foundations of Liferay Commerce course first.

By the end of this course, you’ll have the knowledge to

• Understand Liferay's core user management features.
• Determine effective strategies for managing roles.
• Define commerce permissions to align with customer and business requirements.
• Model buyers using Liferay Accounts for B2B and B2C scenarios.
• Arrange sales teams using Organizations for effective account management.
• Ensure agile onboarding and relationships with sales networks.

To bridge the gap between theory and practice, this course leads you through modeling users and roles for a fictional company, Clarity Vision Solutions. Before diving into Liferay’s account management features, you’ll learn about Clarity and their critical success factors.