Documentation

Assigning Roles to User Segments

Available: 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, the administrative overhead of User management can be greatly reduced. On top of this, you can define personalized experiences for User Segments created at the Site scope, ensuring that Users see the most relevant content in your Site.

Where Do I Create User Segments? What Are They For? Where Do I Assign Roles To a Segment?
Site Segments (Site Menu → People → Segments) Create personalized experiences for a Site's Users Site Menu → People → Segments (Actions)
Instance Segments (Control Panel → Users → Roles (Regular Roles)) Efficiently and dynamically manage Users and their permissions Control Panel → Users → Roles (Regular Roles)

Assigning a Regular Role to a User Segment

Available: Liferay DXP 7.2 SP2+

Regular Roles can be assigned to User Segments created at the Global scope. To assign Regular Roles to a User Segment,

  1. Open the Product Menu and go to Control PanelUsersRoles.

  2. Open the Actions Menu (Actions) next to the Regular Role and select Edit.

    Edit a Role to assign the User Segment to it.

  3. Select the AssigneesSegments tab, and click the (Add Button) to select a User Segment.

    Go to the Segments tab under Assignees to assign the Role.

  4. Check the box next to an existing User Segment and click Add to assign the Role to it. If the User Segment doesn’t exist, click the (Add Button) to create a new User Segment.

    Check the box next to the User Segment you want to assign the Role to.

The selected User Segment(s) appear(s) in the list of assignees for the Role.

The User Segment appears under the list of Assignees for the Role.

Assigning a Site Role to a User Segment

Available: Liferay DXP 7.2 SP3+

Site Roles can be assigned to Segments, with two exceptions: Site Administrator and Site Owner.

  1. Open the Product Menu and go to PeopleSegments in the Site Menu.

  2. Open the Segment’s Actions menu (Actions) and click Assign Site Roles.

  3. Assign Site Roles to the Segment, then click Add.

    Site Roles can be assigned to Segments.