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 criteria, the administrative overhead of User management can be greatly reduced. On top of this, you can define personalized experiences for User Segments created at the Site scope, ensuring that Users see the most relevant content in your Site.
| Where Do I Create User Segments? | What Are They For? | Where Do I Assign Roles To a Segment? |
|---|---|---|
| Site Segments (Site Menu → People → Segments) | Create personalized experiences for a Site’s Users | Site Menu → People → Segments (Actions) |
| Instance Segments (Control Panel → Users → Roles (Regular Roles)) | Efficiently and dynamically manage Users and their permissions | Control Panel → Users → Roles (Regular Roles) |
Assigning a Regular Role to a User Segment
Available: Liferay DXP 7.2 SP2+
Regular Roles can be assigned to User Segments created at the Global scope. To assign Regular Roles to a User Segment,
Open the Product Menu and go to Control Panel → Users → Roles.
Open the Actions Menu (
) next to the Regular Role and select Edit.
Select the Assignees → Segments tab, and click the (
) to select a User Segment.
Check the box next to an existing User Segment and click Add to assign the Role to it. If the User Segment doesn’t exist, click the (
) to create a new User Segment.
The selected User Segment(s) appear(s) in the list of assignees for the Role.
Assigning a Site Role to a User Segment
Available: Liferay DXP 7.2 SP3+
Site Roles can be assigned to Segments, with two exceptions: Site Administrator and Site Owner.
Open the Product Menu and go to People → Segments in the Site Menu.
Open the Segment’s Actions menu (
) and click Assign Site Roles.Assign Site Roles to the Segment, then click Add.
