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Capability
Feature
Deployment Approach
Account Users
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...
Published Date: May 9, 24, 6:59 PM
Channel Defaults Permissions Reference
Channel Defaults Permissions Reference Liferay DXP 7.4 U75+/GA75+ Setting channel defaults for an account ensures that addresses, shipping options, terms and conditions, and payment methods are...
Published Date: May 9, 24, 6:59 PM
Setting Channel Defaults
Setting Channel Defaults Liferay 7.4 U49+/GA49+ Users with the necessary account management permissions can set channel defaults for business accounts. Open the Global Menu ( Global Menu ) and...
Published Date: May 9, 24, 6:59 PM
Contacts
Contacts Liferay DXP 2024.Q2+/Portal 7.4 GA120+ Using the new Contact tab on an account, you can add contact details related to the account: Addresses Phone Numbers Email Addresses Websites ...
Published Date: May 9, 24, 6:59 PM
Channel Defaults
Channel Defaults Available Liferay 7.4 U49+/GA49+ After creating a business account, you can set channel defaults for it. This can improve customer experience by reducing the time it takes to...
Published Date: May 9, 24, 6:59 PM
Using Workflow with Accounts
Using Workflow with Accounts Liferay 7.4 U49+/GA49+ Accounts are fully integrated with Liferay's workflow engine so you can enable an approval process for account creation. To enable a workflow...
Published Date: May 9, 24, 6:59 PM
Organizations API Basics
Organizations API Basics You can Create and Manage Organizations from the Application menu, but you can also use Liferay's REST APIs. Call these services to manage organizations. Adding an...
Published Date: May 9, 24, 6:59 PM
Postal Address API Basics
Postal Address API Basics Liferay DXP/Portal 7.4+ Use Liferay's REST APIs to manage postal addresses. Add Postal Address to Account Then, follow these steps: Download and unzip Postal Address...
Published Date: May 9, 24, 6:59 PM
Connecting to a User Directory
Connecting to a User Directory LDAP (Lightweight Directory Access Protocol) is a common user store for Liferay DXP. You can import user information from an LDAP server into Liferay or export...
Published Date: May 9, 24, 6:59 PM
Developer Guide
Developer Guide Adding the UAD Framework Accounts API Basics Account Users and Roles APIs User Account API Basics Organizations API Basics Roles API Basics User Groups API Basics Countries...
Published Date: May 9, 24, 6:59 PM
Account Users and Roles APIs
Account Users and Roles APIs You can manage Account Users and Account Roles from the Applications menu, but you can also use Liferay's REST APIs. Call these services to create and manage Account...
Published Date: May 9, 24, 6:59 PM
Accounts API Basics
Accounts API Basics Liferay DXP/Portal 7.4+ You can manage Accounts from the Applications menu, but you can also use Liferay's REST APIs. Call these services to create and manage accounts. Adding...
Published Date: May 9, 24, 6:59 PM
Adding the UAD Framework
Adding the UAD Framework You can manage and delete user data with Liferay's User Associated Data (UAD) management tool. The tool is available out-of-the-box for many of Liferay's applications (e.g....
Published Date: May 9, 24, 6:59 PM
Countries API Basics
Countries API Basics Liferay 7.4 U24+ and GA24+ Use Liferay's Rest APIs to create and manage countries. Adding a Country Then, follow these steps: Download and unzip Countries API Basics. ...
Published Date: May 9, 24, 6:59 PM
User Groups API Basics
User Groups API Basics You can Create and Manage User Groups from the Application menu, but you can also use Liferay's REST APIs. Call these services to manage user groups. Adding a User Group ...
Published Date: May 9, 24, 6:59 PM
Configuring the Anonymous User
Configuring the Anonymous User Internet users are increasingly and justifiably concerned about how their personal data is processed by the systems they use. Liferay is aware of the need for...
Published Date: May 9, 24, 6:59 PM
Enabling GDPR Compliance for Cookies
Enabling GDPR Compliance for Cookies You can ensure GDPR compliance for your cookies using Liferay's configuration interface. Open the Global Menu (Global Menu), and navigate to Control Panel →...
Published Date: May 9, 24, 6:59 PM
Regions API Basics
Regions API Basics Liferay 7.4 U24+ and GA24+ Use Liferay's REST APIs to create and manage regions. Adding a Region Then, follow these steps: Download and unzip Regions API Basics. curl...
Published Date: May 9, 24, 6:59 PM
Roles API Basics
Roles API Basics You can Create and Manage Roles from the Application menu, but you can also use Liferay's REST APIs. Call these services to manage Roles. Associate a User to a Regular Role Then,...
Published Date: May 9, 24, 6:59 PM
Managing User Data (GDPR)
Managing User Data (GDPR) Liferay's User Associated Data (UAD) framework assists you in meeting two of the General Data Protection Regulation's (GDPR) technically challenging requirements: The...
Published Date: May 9, 24, 6:59 PM
Exporting User Data
Exporting User Data One of the General Data Protection Regulation's (GDPR) tenets is that Users have a right to data portability. Data portability means that users have the right to receive their...
Published Date: May 9, 24, 6:59 PM
Sanitizing User Data
Sanitizing User Data One of the technically challenging requirements of the General Data Protection Regulation (GDPR) is the right to be forgotten. The purpose here is not to go into the details of...
Published Date: May 9, 24, 6:59 PM
Managing Third-Party Cookies
Managing Third-Party Cookies Liferay DXP 2024.Q1+/Portal 7.4 GA112+ Third-party cookies are generated by domains different from the one a user is currently visiting. These cookies are often used...
Published Date: May 9, 24, 6:59 PM
Organizations
Organizations Organizations in Liferay can enable distributed user and site management that reflects real world organizational hierarchies. Organizations can nest to an unlimited number of...
Published Date: May 9, 24, 6:59 PM
Organization Roles
Organization Roles Liferay Organizations provide a convenient way to implement distributed User management. With them, you can use Organization-scoped Roles to assign standard permissions to all...
Published Date: May 9, 24, 6:59 PM
Roles and Permissions
Roles and Permissions To get things done in Liferay DXP, users must have the proper permissions. Roles join users with permissions. Most administrative work for roles and permissions is done in...
Published Date: May 9, 24, 6:59 PM
Assigning Roles to User Segments
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...
Published Date: May 9, 24, 6:59 PM
Adding a New Organization Type
Adding a New Organization Type By default, Liferay DXP only includes the Organization type. You can configure the existing type or add additional types in System Settings → Users → Organization...
Published Date: May 9, 24, 6:59 PM
Adding Users to Organizations
Adding Users to Organizations With Liferay Organizations, you can manage Users and permissions to model your real-life organizational hierarchy, which can then be quickly implemented in...
Published Date: May 9, 24, 6:59 PM
Creating and Managing Organizations
Creating and Managing Organizations If you're not sure what Organizations are or whether you need them, start here. Adding Organizations Click Users and Organizations from Control Panel → Users....
Published Date: May 9, 24, 6:59 PM
Organization Sites
Organization Sites Liferay Organizations enable distributed User management, providing a convenient way to organize and manage instance users and roles to reflect your organizational hierarchy....
Published Date: May 9, 24, 6:59 PM
Assigning Users to Roles
Assigning Users to Roles The location of a Role's assignment UI corresponds with the Role's scope. Regular Roles Globally scoped regular roles are available for configuration in the DXP Control...
Published Date: May 9, 24, 6:59 PM
Configuring a Password Policy
Configuring a Password Policy Password policies enhance the security of your installation. You can use the default policy that ships with Liferay (modified or as is), or you can create your own...
Published Date: May 9, 24, 6:59 PM
User Groups
User Groups Creating and Managing User Groups Managing Site Membership and Permissions with User Groups User Group Sites
Published Date: May 9, 24, 6:59 PM
Managing Site Membership and Permissions with User Groups
Managing Site Membership and Permissions with User Groups You can use User Groups to manage Site membership, Roles, and permissions. Managing Site Membership with User Groups One of the primary...
Published Date: May 9, 24, 6:59 PM
User Group Sites
User Group Sites With User Group Sites, you can create pages that are added automatically to each member’s personal Site. These pages are organized into two page sets, My Profile (public) and My...
Published Date: May 9, 24, 6:59 PM
Updating User Profile Pictures
Updating User Profile Pictures Users have profile pictures. Administrative Users can upload images in the Edit User form, and Users can update their own account information, including profile...
Published Date: May 9, 24, 6:59 PM
Creating and Managing Roles
Creating and Managing Roles Once you understand roles and permissions, you can create the roles you need to empower your users to work within your Liferay DXP solution. Create and manage roles in...
Published Date: May 9, 24, 6:59 PM
Default Roles Reference
Default Roles Reference All roles available in a Liferay DXP installation can be viewed in the Roles administrative application, organized by scope. Navigate there using Control Panel → Users →...
Published Date: May 9, 24, 6:59 PM
Defining Role Permissions
Defining Role Permissions Roles collect permissions, so when users are given a role, they inherit all its permissions. If you create a role with permission to access something in the Control...
Published Date: May 9, 24, 6:59 PM

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