Commerce Roles Reference
Liferay includes five roles out-of-the-box for Commerce: account administrator, account member, buyer, order administrator, and order manager. You can modify these roles or create additional account roles to better suit your use case. Some common custom roles include catalog manager, inventory manager, shipment manager, instance order manager, and discount manager.
The sales agent role is available out-of-the-box for Liferay 7.3.x and earlier Commerce versions. It is available in Liferay DXP 7.4 and above through the Minium and Speedwell accelerators only.
Viewing Permissions
Follow these steps to view and manage permissions associated with a Commerce role:
-
Open the Global Menu (
) and navigate to Control Panel → Users → Roles.
-
Click the Account Roles tab and select a role:
- Account Administrator
- Account Member
- Buyer
- Order Administrator
- Order Manager
NoteIn Liferay 7.3 and earlier versions, the account administrator is a site role, and the account member role is not a default role.
-
Click the Define Permissions tab.
From here, you can view a summary of all application and resource permissions assigned to the role.
You can also remove or add permissions.
Out-of-the-Box Roles
The following roles are available out-of-the-box with your DXP instance. They are included with default DXP roles, and you can modify them if needed. See Defining Role Permissions for more information.
Account Administrator
Account Role
Account administrators are account super users. They can approve or reject orders when there is a buyer order approval workflow enabled and oversee the order managers and buyers of their account. They can modify their account, invite or add users to it, and assign roles to other account members. Account administrators cannot create or delete accounts. This permission is reserved for instance administrators.
The accounts permissions define how account administrators can modify accounts in a B2B setting, while the open carts permissions define how administrators can modify orders regardless of the store type.
| Permissions | Description |
|---|---|
| Accounts > Account: Add Account Entry | Permission to add account entries |
| Accounts > Account Entry: Manage Users | Permission to manage account users |
| Accounts > Account Entry: Update | Permission to modify account entries |
| Accounts > Account Entry: View | Permission to view an account |
| Accounts > Account Entry: View Users | Permission to view account users |
| Accounts > Commerce Account: Manage Addresses | Permission to add a new billing, a shipping, or a combined address to an account |
| Accounts > Commerce Account: Manage Members | Permission to invite users and organizations to an account; also ability to edit their details |
| Accounts > Commerce Account: Update | Permission to modify an account |
| Accounts > Commerce Account: View | Permission to view an account |
| Accounts > Commerce Account: View Addresses | Permission to view all addresses associated with an account |
| Accounts > Commerce Account: View Members | Permission to view all members in an account |
| Open Carts > Commerce Order: Add Order | Permission to add an order to a buyer’s account |
| Open Carts > Commerce Order: Approve Open Orders | Permission to approve orders when workflow is enabled |
| Open Carts > Commerce Order: Check Out Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Order: Delete Orders | Permission to delete orders |
| Open Carts > Commerce Order: Manage Orders | Permission to change order details, such as mailing and billing addresses; ability to add a note to the order |
| Open Carts > Commerce Order: View Open Orders | Permission to view all open orders |
| Open Carts > Commerce Order: View Orders | Permission to view orders regardless of status |
| Open Carts > Commerce Orders: Manage Commerce Order Payment Methods | Permission to manage payment methods of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Shipping Options | Permission to manage shipping options of an order |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage the delivery terms of an order |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage the payment terms of an order |
| Open Carts > Commerce Orders: View Billing Address | Permission to view the billing address of an order |
| Accounts > Account Entry: View Account Roles | Permission to view account roles |
| Accounts > Account Entry: View Addresses | Permission to view addresses of the account |
| Accounts > Account Entry: Manage Addresses | Permission to manage addresses of the account |
| Accounts > Account Entry: View Organizations | Permission to view organizations in the account |
Account Member
Account Role (Liferay 7.4+)
This role is automatically assigned to all users of an account and grants basic view permissions.
| Permission | Description |
|---|---|
| Accounts > Account Entry: View | Permission to view an Account |
Account Supplier
Liferay DXP 7.4 U84+/GA84+
Account Role
This is a new account role introduced in Liferay to associate with supplier accounts. The role doesn’t have any permissions associated with it, but upon assignment, a user is assigned the regular role of supplier. This role scopes the access of the regular role to the correct channels and catalogs associated with the supplier account. If you directly use the regular role, it grants the supplier access to all catalogs and channels. See Supplier role below.
Buyer
Account Role
Buyers can make purchases on behalf of the account they are handling. When there’s a buyer order approval workflow, they must submit the order to the order manager who decides whether to approve it or not. A buyer can also view and check out orders from another buyer of the same account.
The accounts permissions define the buyer’s ability to view and manage addresses, while the open carts permissions define the buyer’s ability to view, create, and check out orders, and also manage other order attributes.
| Permissions | Description |
|---|---|
| Open Carts > Commerce Order: Add Order | Permission to add an order to a buyer’s account |
| Open Carts > Commerce Order: Checkout Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Order: View Open Orders | Permission to view open orders |
| Open Carts > Commerce Order: View Orders | Permission to view orders regardless of status |
| Accounts > Account Entry: Manage Addresses | Permission to manage the addresses of an account |
| Accounts > Account Entry: View Addresses | Permission to view the addresses of an account |
| Open Carts > Commerce Orders: Manage Commerce Order Payment Methods | Permission to manage the payment methods of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Shipping Options | Permission to manage the shipping options of an order |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage the delivery terms of an order |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage the payment terms of an order |
| Open Carts > Commerce Orders: View Billing Address | Permission to view the billing address of an order |
Order Administrator
Liferay DXP 2026.Q1 Regular Role
You can use this role to oversee order processing and shipping for your assigned accounts. When paired with the Manage Account Scoped Orders permission, this role enables management of the order life cycle without seeing unrelated account data. This role provides out-of-the-box visibility and control over the Orders and Shipments panels in the Commerce Applications Menu. See below for a full list of permissions.
| Permissions | Description |
|---|---|
| Catalogs > Commerce Catalog: View | Permission to view catalogs |
| Channels > Channel: View | Permission to view channels (required to manage refunds for returns) |
| Open Carts > Commerce Orders: Manage Commerce Order Payment Methods | Permission to manage payment methods of an order |
| *Open Carts > Commerce Orders: Manage Order Payment Statuses | Permission to manage payment status of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Shipping Options | Permission to manage an order’s shipping options |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage the delivery terms of an order |
| Open Carts > Commerce Order: Manage Order Notes | Permission to change general order notes |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage the payment terms of an order |
| Open Carts > Commerce Orders: Manage Order Prices | Permission to change order prices |
| Open Carts > Commerce Orders: Manage Order Restricted Notes | Permission to change restricted order notes |
| Options > Commerce Products: Manage Measurement Units | Permission to manage measurement units |
| Orders: Access in Control Panel | Permission to access the Orders application in the Global Menu |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Shipments: Access in Control Panel | Permission to access shipments in the Global Menu |
| Shipments > Commerce Shipments: Manage Shipments | Permission to access and modify shipments entities |
| Shipments > Commerce Warehouse: View | Permission to view Warehouse entities |
Order Manager
Account Role
You can use this role to oversee all the purchases made in the account. If there’s a buyer order approval workflow, the order manager gets a request from the buyer to approve a purchase. This role grants users all the permissions of buyers and allows them to also manage, delete, and approve orders in a specific site.
| Permissions | Description |
|---|---|
| Open Carts > Commerce Order: Add Order | Permission to add an order to a buyer’s account |
| Open Carts > Commerce Order: Approve Open Orders | Permission to approve orders when workflow is enabled |
| Open Carts > Commerce Order: Check Out Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Order: Delete Orders | Permission to delete orders |
| Open Carts > Commerce Order: Manage Orders | Permission to change order details, such as mailing and billing addresses; ability to add a note to the order |
| Open Carts > Commerce Order: View Open Orders | Permission to view all open orders |
| Open Carts > Commerce Order: View Orders | Permission to view orders regardless of status |
| Open Carts > Commerce Orders: Manage Commerce Order Payment Methods | Permission to manage the payment methods of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Shipping Options | Permission to manage an order’s shipping options |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage the delivery terms of an order |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage the payment terms of an order |
| Open Carts > Commerce Orders: View Billing Address | Permission to view the billing address of an order |
Supplier
Liferay DXP 7.4 U84+/GA84+ Regular Role
A supplier is associated with a channel and can manage products, catalogs, orders, price lists, promotions, warehouses, and inventory associated to that channel. See below for a full list of supplier permissions.
| Permission | Description |
|---|---|
| Catalogs: Access in Control Panel | Permission to access the Catalogs application in the Global Menu |
| Catalogs > Commerce Catalogs: Add Commerce Catalog | Permission to add a catalog |
| Channels: Access in Control Panel | Permission to access the Channels application in the Global Menu |
| Channels > Commerce Channels: Add Notification Template | Permission to add a notification template for a channel |
| Channels > Commerce Channels: View Notification Queue Entries | Permission to view notification queue entries for a channel |
| Open Carts > Commerce Order Type: View | Permission to view the order type of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Payment Methods | Permission to manage payment methods of an order |
| Open Carts > Commerce Orders: Manage Commerce Order Shipping Options | Permission to manage shipping options of an order |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage delivery terms of an order |
| Open Carts > Commerce Orders: Manage Order Notes | Permission to change general order notes |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage payment terms of an order |
| Open Carts > Commerce Orders: Manage Order Prices | Permission to change order prices |
| Open Carts > Commerce Orders: Manage Order Restricted Notes | Permission to change restricted order notes |
| Options > Commerce Products: Add Commerce Product Specification Option | Permission to add product specifications |
| Options > Commerce Products: Add Option | Permission to add options to products |
| Options > Commerce Products: Manage Attachments | Permission to manage product attachments |
| Options > Commerce Products: Manage Images | Permission to manage product images |
| Options > Commerce Products: Manage Measurement Units | Permission to manage measurement units |
| Options > Commerce Products: View Attachments | Permission to view product attachments |
| Options > Commerce Products: View Images | Permission to view product images |
| Orders: Access in Control Panel | Permission to access the Orders application in the Global Menu |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Price Lists: Access in Control Panel | Permission to access the price lists application in the Global Menu |
| Price Lists > Commerce Price Lists: Add Commerce Price List | Permission to add a price list |
| Product Groups > Commerce Pricing: Add Commerce Pricing Class | Permission to add a pricing class for product groups |
| Product Groups > Commerce Product Group: View | Permission to view product groups |
| Products: Access in Control Panel | Permission to access the Products application in the Global Menu |
| Promotions: Access in Control Panel | Permission to access the Promotions application in the Global Menu |
| Shipments > Commerce Shipments: Manage Shipments | Permission to manage shipments |
| Tax Categories > Commerce Taxes: View Tax Categories | Permission to view tax categories |
Returns Manager
Liferay DXP 2024.Q4+/Portal GA129+ Regular Role
The returns manager is a regular role used to manage returns and create refunds for returns. See below for a full list of permissions.
| Permissions | Description |
|---|---|
| Channels > Channel: Update | Permission to update channels (required to manage refunds for returns) |
| Channels > Channel: View | Permission to view channels (required to manage refunds for returns) |
| Currencies > Currencies: Manage Currencies | Permission to view and manage currencies (required to manage refunds for returns) |
| Open Carts > Orders: View Orders | Permission to view orders |
| Payments: Access in Control Panel | Permission to access the Payments application in the Global Menu. |
| Payments > Payment: Add Refund | Permission to create a refund. |
| Payments > Payment: View | Permission to view payments. |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Returns: Access in Control Panel | Permission to access the Returns application in the Global Menu. |
| Returns > Returns: Manage Returns | Permission to add, remove, and modify returns |
Roles created by Site Initializers - Minium and Speedwell
Sales Agent
The sales agent is a regular role in Liferay, and assignees can manage any account assigned to the role without granting them administrative permissions. You can find it under the Regular Roles tab.
| Permissions | Description |
|---|---|
| Accounts > Account Entry: Manage Organizations | Permission to add or remove organizations |
| Accounts > Account Entry: Manage Users | Permission to add or remove users |
| Open Carts > Commerce Order: Add Order | Permission to add an order to the account that the agent’s organization is a member of. |
| Open Carts > Commerce Order: Check Out Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Order: View Open Orders | Permission to view all open orders |
| Users and Organizations > Organization: Manage Available Accounts | Permission to manage accounts that the sales agent’s organization is a member of. |
Discount Manager
Regular Role
The discount manager role grants permissions to create, update, and delete discounts in Commerce. Since discounts can target different parts of an order and use different eligibility rules, there are a lot of possible permission configurations for a Discount Manager.
| Permissions | Description |
|---|---|
| Catalogs > Commerce Catalog: View | Permission to view catalogs |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Price Lists: Access in Control Panel | Permission to access the Price Lists application in the Global Menu |
| Price Lists > Commerce Price List: Delete | Permission to delete price list entries |
| Price Lists > Commerce Price List: Update | Permission to modify price list entries |
| Price Lists > Commerce Price List: View | Permission to view price list entries |
| Price Lists > Commerce Price Lists: Add Commerce Price List | Permission to add price list entries |
| Promotions: Access in Control Panel | Permission to access to promotions in the Global Menu |
Category Manager
The category manager role grants permissions to create categories and vocabularies in Liferay. The category manager can also access and manage product catalogs.
Regular Role
| Permissions | Description |
|---|---|
| Catalogs: Access in Control Panel | Permission to access the Catalogs application in the Global Menu |
| Catalogs > Commerce Catalog: Update | Permission to update product catalogs |
| Catalogs > Commerce Catalog: View | Permission to view product catalogs |
| Catalogs > Commerce Catalogs: Add Commerce Catalog | Permission to add new product catalogs |
| Categories: Access in Site and Asset Library administration | Permission to access categories in the site and asset library administration |
| Categories: View | Permission to view categories |
| Categories > Asset Categories: Add Category | Permission to add categories |
| Categories > Asset Categories: Add Vocabulary | Permission to add vocabularies |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Products: Access in Control Panel | Permission to access the Products application in the Global Menu |
Operations Manager
Regular Role
The operations manager role grants permissions to manage accounts of an account group, inventory, shipments, and orders.
| Permissions | Description |
|---|---|
| Account Groups > Commerce Accounts: Manage All Accounts | Permission to manage accounts of an account group |
| Inventory: Access in Control Panel | Permission to access inventory in the Global Menu |
| Open Carts > Commerce Orders: Manage Order Delivery Terms | Permission to manage the delivery terms of an order |
| Open Carts > Commerce Orders: Manage Order Payment Terms | Permission to manage the payment terms of an order |
| Open Carts > Commerce Orders: Manage Orders | Permission to change order details, such as mailing and billing addresses; ability to add a note to the order |
| Orders: Access in Control Panel | Permission to access orders in the Global Menu |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Shipments: Access in Control Panel | Permission to access shipments in the Global Menu |
| Shipments > Commerce Shipments: Manage Shipments | Permission to access and modify shipments entities |
| Subscriptions: Access in Control Panel | Permission to access subscriptions in the Global Menu |
| Subscriptions > Commerce Subscriptions: Manage Subscriptions | Permission to access and modify subscriptions |
| Warehouses > Commerce Inventories: Manage Inventory | Permission to access and modify inventory linked to a warehouse |
Punch Out
Site Role
| Permissions | Description |
|---|---|
| Open Carts > Commerce Orders: Check Out Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Orders: View Open Orders | Permission to view all open orders |
Custom Roles
The following list includes common custom roles you may want to create for your own Commerce instance. These roles can be created in the same way as other DXP roles. See Creating and Managing Roles and Defining Role Permissions for more information
Catalog Manager
Regular Role
The catalog manager role grants permissions to access, create, edit, and manage products within a specific catalog. This role is useful in multiple catalog scenarios, where different vendors or company teams manage different products in separate catalogs. Catalog managers cannot manage inventory. For this responsibility, see Inventory Manager
| Permissions | Description |
|---|---|
| Catalogs: Access in Control Panel | Permission to access the Catalogs application in the Global Menu |
| Catalogs: View | Permission to view the Catalogs application |
| Currencies > Commerce Currencies: Manage Currencies | Permission to manage currencies |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Products: Access in Control Panel | Permission to access the Products application in the Global Menu |
| Products: View | Permission to view the Products application |
In addition to the above permissions, you must also assign View and Update permissions for the individual catalogs you want the role to manage.
To do this, open the Global Menu (), click on the Commerce tab, and go to Product Management → Catalog. Then, click on the Actions button (
) for the desired Catalog, and select Permissions. Use the checkboxes to assign the role View and Update permissions.
If you want your catalog manager to manage products in a catalog but not modify the catalog itself, remove the Catalogs: Access in Control Panel and Catalogs: View permissions.
Inventory Manager
Regular Role
The Inventory Manager role allows users to view and manage inventory in all Warehouses. Users with the role can add incoming shipments, update inventory levels, transfer between Warehouses, and view the changelog.
| Permissions | Description |
|---|---|
| Inventory: Access in Control Panel | Permission to access the Inventory application in the Control Panel |
| Inventory: View | Permission to view the Inventory application |
| Warehouses > Commerce Inventories: Manage Inventory | Permission to access and modify inventory entities linked to a warehouse |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
Instance Order Manager
Regular Role
The Order Manager role grants users the necessary permissions for managing orders across multiple Channels and is not limited to a single Site.
| Permissions | Description |
|---|---|
| Open Carts > Commerce Order: Add Order | Permission to add an Order to a buyer’s account |
| Open Carts > Commerce Order: Approve Open Orders | Permission to approve orders when workflow is enabled |
| Open Carts > Commerce Order: Check Out Open Orders | Permission to complete the checkout process for orders |
| Open Carts > Commerce Order: Delete Orders | Permission to delete orders |
| Open Carts > Commerce Order: Manage Order Notes | Permission to change general order notes |
| Open Carts > Commerce Order: Manage Order Restricted Notes | Permission to change restricted order notes |
| Open Carts > Commerce Order: Manage Orders | Permission to change order details, such as mailing and billing addresses; ability to add a note to the order |
| Open Carts > Commerce Order: View Open Orders | Permission to view all open orders |
| Open Carts > Commerce Order: View Orders | Permission to view orders regardless of status |
| Orders: Access in Control Panel | Permission to access the Orders application in the Global Menu |
| Orders: Permissions | Permission to view and modify permissions for the Orders application |
| Orders: View | Permission to view the Orders application |
| Account Groups > Commerce Accounts: Manage All Accounts | Necessary to access the Account Groups application |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
Shipments Manager
Regular Role
The Shipment Manager role allows a user to process shipments. This includes the ability to add shipping details, shipping dates, add items to the shipment and update shipment status. In Commerce 3.0+ and Liferay 7.3+, users create shipments via the Orders application. If you only want the Shipment Manager to fill and process the shipment, then the following permissions are sufficient. Otherwise, you may want to add additional Order Manager permissions.
| Permissions | Description |
|---|---|
| Open Carts > Commerce Order: View Orders | Permission to view Orders regardless of status |
| Account Groups > Commerce Accounts: Manage All Accounts | Necessary to access the Account Groups application |
| Warehouses > Commerce Inventories: Manage Inventory | Permission to access and modify Inventory entities linked to a Warehouse |
| Manage Shipments | Permission to access and modify Shipment entities |
| Portal: View Control Panel Menu | Permission to access the Global Menu |
| Shipments: Access in Control Panel | Permission to access the Shipments application in the Global Menu |
| Shipments: View | Permission to view the Shipments application |
| Shipments > Commerce Warehouse: View | Permission to view Warehouse entities |
Liferay 7.3 and Earlier
Sales Agent
Regular Role
The sales agent is a regular role in Liferay and assignees are able to manage any account assigned to the role without granting administrative permissions. You can find it under the Regular Roles tab.
| Permissions | Description |
|---|---|
| Manage Organizations | Permission to add or remove organizations |
| Manage Available Accounts | Permission to manage accounts that the sales agent is a member of |