Submit Feedback
An unexpected error occurred.

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 Panel.

Permission ScopeAvailable Assignments
Throughout the Virtual Instance (global)User Groups
Organizations
Sites
Segments
Individual Users

You can assign Users to a Regular Role in the Assignees tab of the Add/Edit Role form.

  1. Go to Control Panel → Users → Roles, and click on a Regular Role.

  2. In the Assignees tab of the Add/Edit Role form, click the tab for the assignment type you need. Regular Roles are assigned to Users, Sites, Organizations, User Groups, or User Segments.

  3. Click Add Add.

  4. Select the assignees and click Add.

    If assigning a group, all Users assigned to that group inherit the Role.

You can assign a Regular Role to an entire Organization of Users.

Site Roles

You can assign Users to a Site Role in the Memberships section of a Site’s People sub-menu.

Permission ScopeAvailable Assignments
A single SiteUser Groups
Organizations
Segments
Individual Site Members

  1. Go to Site Menu → People → Memberships.

  2. Click the tab for the membership type you’re assigning the role. Site roles are assigned to users (i.e., individual site members), organizations, or user groups.

  3. Click Actions ACtions → Assign Roles.

  4. Choose the roles to assign and click Done.

    If assigning a group, all users assigned to that group inherit the role.

Assign a site role within the Site Menu's People → Memberships section.

Note

As of Liferay CE 7.3.1 GA2 and Liferay DXP 7.2 SP3+, you can assign site roles to user segments. See Assigning Roles to User Segments for more details.

Organization Roles

You can assign users to an organization role in the Organizations tab of the Users and Organizations Control Panel section.

Permission ScopeAvailable Assignments
A single OrganizationIndividual Users

  1. Go to Control Panel → Users → Users and Organizations, and click on the Organizations tab.

  2. Click Actions Actions for the Organization and choose Assign Organization Roles.

  3. Choose the role to assign and you see the current assignees listed.

  4. To add new assignees, click the Available tab to see the organization members that can be assigned to the role.