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

Open the Global Menu () and go to Control Panel → Account Users.
Click Add ().
Select an account to associate with a user.
Fill in the necessary information for this new user.
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,

In Account Users, click the Actions button () for the desired user and select Edit.
In the General tab, click Password.
Enter a password.
Determine whether to require password reset.
Click Save.

Associating an Existing User to a Business Account

Open the Global Menu () and go to Control Panel → Accounts.
Pick an account to edit and click its Actions button () → Manage Users.
Click Add and select a user to assign to the account.

Associating an Existing User to a Personal Account

Open the Global Menu () and go to Control Panel → Accounts.
Pick an account to edit and click its Actions button () → Edit.
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.

Make sure you have already configured mail for your Liferay instance.
Open the Global Menu () and go to Control Panel → Accounts.
Select the account you want to invite users to and go to the Users tab.
Click New and select Invite Users.

Note

Liferay DXP 2023.Q4+/Portal 7.4 GA92+A new permission calledInvite Userwas added at the Account Entry level to separate the ability to invite users and assign them roles. A user with only theInvite User permission cannot view the Assign Users option after clicking the New button. A user with the Manage Users permission can view both options.
Enter the email address of the person you want to invite and press enter. If desired, you can add multiple addresses.
(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.
Click Invite.

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

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

In Account Users, pick a user and click its Actions button ().
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 () and click Activate to reactivate it.

Deleting an Account User

In Account Users, click the Filter and Order drop-down menu and click Inactive under Filter by Status.
Click the inactive user’s Actions button () and select Delete
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.