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Capability
Feature
Deployment Approach
Account Groups
Account Groups Available 7.4+ Use Account Groups to group Accounts together based on need. For example, group accounts by geography (Americas, Asia Pacific, Europe, etc.). Creating an Account...
Published Date: May 9, 24, 6:59 PM
Account Management Widget
Account Management Widget Available 7.4+ The Account Management widget makes it easy to manage and access account information. Deploy the widget to any Page. This is a useful way to provide access...
Published Date: May 9, 24, 6:59 PM
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
Account Roles
Account Roles Available 7.4+ You can create different Account Roles and define specific permissions for each one. Then assign these Roles to different Account Users to grant appropriate access to...
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
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

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