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 simultaneously using the Account Users application. Here you can also manage all users associated with accounts.

Note

For Liferay 7.4 U20/GA20 and earlier versions, you can only create users for accounts via the Account Users application. You cannot associate users created in the Users and Organizations application with accounts.

Adding Account Users

  1. Open the Global Menu (Global Menu) and go to Control PanelAccount Users.

  2. Click Add (Add Button).

  3. Select an account to associate with user.

  4. Fill in the necessary information for this new user.

    Fill in the account user's information.

  5. Click Save.

Setting a Password for an Account User

When you create a user account, Liferay generates a password and sends it to the user via email using the configured mail server.

To set user passwords manually,

  1. In Account Users, click the Actions button (Actions Button) for the desired user and select Edit.

  2. In the General tab, click Password.

  3. Enter a password.

  4. Determine whether to require password reset.

  5. Click Save.

Associating an Existing User to a Business Account

  1. Open the Global Menu (Global Menu) and go to Control PanelAccounts.

  2. Pick an account to edit and click its Actions button (Actions Button) → Manage Users.

  3. Click Add and select a user to assign to the account.

Associating an Existing User to a Personal Account

  1. Open the Global Menu (Global Menu) and go to Control PanelAccounts.

  2. Pick an account to edit and click its Actions button (Actions Button) → Edit.

  3. Under the User section, click Assign and select a user. Click Choose.

Inviting a New User by Email

Available 7.4 U55+/GA55+

You can invite users to an account by email. Liferay sends an automated invitation email to the person you specify to create a new user and be associated with an account.

  1. Make sure you have already configured mail for your Liferay instance.

  2. Open the Global Menu (Global Menu) and go to Control PanelAccounts.

  3. Select the account you want to invite users to and go to the Users tab.

  4. Click Add (Add Button) and select Invite Users.

  5. Enter the email address of the person you want to invite and press enter. If desired, you can add multiple addresses.

  6. (Optional) Enter and select the account roles you want to assign to the user (e.g., Account Administrator, Buyer, Order Manager, etc.).

    Tip

    Liferay applies selected roles to all emails in the invite entry. If desired, you can click Add Entry to create additional invite entries for assigning different roles to emails.

  7. Click Invite.

    Input an email address and role for the new user.

Liferay sends an invitation to the included email addresses. Each recipient can click Create Account in the email to register for a new user on the Liferay instance. Upon creation, the user is associated with the account and has the assigned account role.

The person receives an email invitation to create a new user account.

Editing an Account User

  1. In Account Users, pick a user and click its Actions button (Actions Button).

  2. Click Edit.

The following options are available:

General Tab

Description

Information

Edit or change the user’s personal information.

Accounts

View or modify the user’s associated accounts.

Password

Add or change the user’s password.

Contact Tab

Description

Addresses

Add or change the user’s addresses.

Contact Information

Add or change the user’s contact information

Preferences Tab

Description

Alert and Announcements Delivery

Change the user’s notification settings.

Display Settings

Change the user’s time zone and greeting settings.

Deactivating and Deleting an Account User

Deleting an account user is a two-step process that involves deactivating the user and then deleting it. This is because you may want to deactivate a user and still have time to review its data before deletion (e.g., due to legal requirements).

Deactivating an Account User

Deactivating prevents the account user from logging in, but preserves the user’s data and information.

  1. In Account Users, pick a user and click its Actions button (Actions Button).

  2. Click Deactivate and click OK to confirm your change.

The account user is now deactivated.

To see a deactivated user, click the Filter and Order drop-down menu and select Inactive under Filter by Status. You can click a user’s Actions button (Actions Button) and click Activate to reactivate it.

Deleting an Account User

  1. In Account Users, click the Filter and Order drop-down menu and click Inactive under Filter by Status.

  2. Click the inactive user’s Actions button (Actions Button) and select Delete

    Select the inactive user and click Delete.

  3. Click OK on the pop-up form to confirm your decision. The account user is now deleted.

Impersonating an Account User

You can impersonate account users to view the system as they would see it. This can be used to diagnose permission issues an administrator can’t see, such as making sure a user doesn’t have access to restricted data. Only users with this permission can impersonate a different user.

  1. In Account Users, click the user’s Actions button (Actions Button).

  2. Select Impersonate User.

A new window opens with you logged in as the selected account user.

Additional Information