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Capability
Feature
Deployment Approach
Managing Guest User Entries
Managing Guest User Entries When you create an object and its application UI, unauthenticated users cannot add object entries, even if you add an object-backed application to a page and grant the...
Published Date: May 9, 2024 6:54 PM
Introduction to the Admin Account
Introduction to the Admin Account The Admin User account is created by default in any new installation of Liferay DXP and has full permissions to modify every facet of a Liferay DXP instance. The...
Published Date: May 9, 2024 6:51 PM
Configuring Liferay
Configuring Liferay Liferay is a very adaptable tool. You can modify and configure it to suit the needs of your application.
Published Date: May 9, 2024 6:58 PM
Users and Permissions
Users and Permissions Liferay comes with a comprehensive framework to manage user access and roles within Liferay. To support complex organizational needs, there are several entities within the...
Published Date: May 9, 2024 6:59 PM
Accounts
Accounts Available 7.4+ Accounts provide administrators with a way to organize and manage users for various commerce or business needs. Unlike organizations or user groups, accounts help...
Published Date: May 9, 2024 6:59 PM
Account Groups
Account Groups Available 7.4+ Use Account Groups to organize related accounts. For example, group accounts by region (Americas, Asia Pacific, Europe, etc.). Creating an Account Group Open the...
Published Date: May 9, 2024 6:59 PM
Account Management Widget
Account Management Widget Available 7.4+ Use Account Management widget to manage and access account information from any page. This provides access for those without permission to view the Control...
Published Date: May 9, 2024 6:59 PM
Account Addresses
Account Addresses Available 7.4+ Account addresses are the billing or shipping addresses associated with Business or Person accounts. Adding an Account Address Open the Global Menu (Global...
Published Date: May 9, 2024 6:59 PM
Account Roles
Account Roles Available 7.4+ Create different account roles with specific permissions and assign them to account users to manage access to accounts. There are two types of account roles: ...
Published Date: May 9, 2024 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, 2024 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, 2024 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, 2024 6:59 PM
Contacts
Contacts Liferay DXP 2024.Q2+/Portal 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, 2024 6:59 PM
Channel Defaults
Channel Defaults Available Liferay 7.4 U49+/GA49+ After creating a business account, set channel defaults to streamline ordering and tailor Commerce behavior for specific accounts. Channel...
Published Date: May 9, 2024 6:59 PM
Using Workflow with Accounts
Using Workflow with Accounts Liferay 7.4 U49+/GA49+ Accounts are fully integrated with Liferay's workflow engine, so you can enable an approval process for account creation. To enable a workflow...
Published Date: May 9, 2024 6:59 PM
Inviting Users to an Account
Inviting Users to an Account This article documents how to invite users to an account. Corporate accounts can have more than one user assigned to handle various aspects of a transaction. There are...
Published Date: May 9, 2024 6:47 PM
Order Management Permissions
Order Management Permissions With Liferay Commerce, you can use permissions to control access to Order Management applications and resources in the Commerce tab of the Global Menu (Global Menu). ...
Published Date: May 9, 2024 6:47 PM
Inventory Management Permissions
Inventory Management Permissions With Liferay Commerce, you can use permissions to control access to Inventory Management applications and resources in the Commerce tab of the Global Menu (Global...
Published Date: May 9, 2024 6:47 PM
Product Management Permissions
Product Management Permissions With Liferay Commerce, you can use permissions to control access to Product Management applications and resources in the Commerce tab of the Global Menu (Global...
Published Date: May 9, 2024 6:47 PM
Settings Permissions
Settings Permissions With Liferay Commerce, you can use permissions to control access to Settings applications in the Commerce tab of the Global Menu (Global Menu). Control access to Settings...
Published Date: May 9, 2024 6:47 PM
Pricing Permissions
Pricing Permissions With Liferay Commerce, you can use permissions to control access to Pricing applications and resources in the Commerce tab of the Global Menu (Global Menu). Control access to...
Published Date: May 9, 2024 6:47 PM
Store Management Permissions
Store Management Permissions With Liferay Commerce, you can use permissions to control access to Store Management applications and resources in the Commerce tab of the Global Menu (Global Menu). ...
Published Date: May 9, 2024 6:47 PM
Account Management
Account Management The Account Management page is where Store administrators and Account Managers manage Users and Accounts. Users may be invited to the store and assigned account-specific roles...
Published Date: May 9, 2024 6:45 PM
Adding Addresses to an Account
Adding Addresses to an Account This article documents how to update an account's billing and shipping addresses using either the Account Management widget or the Control Panel. Using the Account...
Published Date: Nov 22, 2024 10:47 PM
Adding Organizations to Accounts
Adding Organizations to Accounts Organizations can be added to an Account to simplify the management and administration of accounts. To learn more about using Organizations with Accounts see Using...
Published Date: Nov 22, 2024 10:47 PM
Users and Accounts
Users and Accounts Liferay Commerce provides specialized roles out of the box to satisfy e-commerce needs. These roles are included alongside the standard DXP roles and define basic user profiles...
Published Date: Nov 22, 2024 10:47 PM
Account Roles
Account Roles Account roles are sets of permissions that grant users specific abilities within an Account context. These roles can be used to delegate Account responsibilities, or paired with...
Published Date: Nov 22, 2024 10:47 PM
Creating a New Account
Creating a New Account There are two ways to create an account: 1) using the Account Management widget and 2) through the Control Panel. Access to the Control Panel is typically restricted to those...
Published Date: Nov 22, 2024 10:47 PM
Commerce Roles Reference
Commerce Roles Reference Liferay includes four roles out-of-the-box for Commerce: account administrator, account member, buyer, and order manager. You can modify these roles or create additional...
Published Date: Nov 22, 2024 10:47 PM
Creating a New Account Group
Creating a New Account Group Account Groups allow accounts to be grouped based on business criteria, such as grouping accounts by geographic region (US West Coast, the Midwest, and the South)....
Published Date: Nov 22, 2024 10:47 PM
Using Organizations to Create a Sales Network
Using Organizations to Create a Sales Network The organizational structure of B2B sales networks can be mirrored in Liferay Commerce using the Organizations feature. Organizations are hierarchical...
Published Date: Nov 22, 2024 10:47 PM
Roles and Permissions
Roles and Permissions The permissions assigned to a user role determine the Liferay applications and resources they can access and use. You can scope each role to an instance, Site, Organization,...
Published Date: Nov 22, 2024 10:47 PM
Organizations
Organizations Organizations in Liferay can enable distributed user and site management that reflects real world organizational hierarchies. Organizations can nest to an unlimited number of...
Published Date: Nov 22, 2024 10:53 PM
Adding a New Organization Type
Adding a New Organization Type By default, Liferay DXP only includes the Organization type. You can configure the existing type or add additional types in System Settings → Users → Organization...
Published Date: Nov 22, 2024 10:53 PM
Creating and Managing Roles
Creating and Managing Roles Once you understand roles and permissions, you can create the roles and empower your users to work within your Liferay DXP solution. Create and manage roles in Control...
Published Date: Nov 22, 2024 10:53 PM
Account Management
Account Management Available Liferay 7.3 and Below In Liferay, accounts store customer information, such as billing and shipping addresses, order details, and VAT number. Once created, accounts...
Published Date: Jan 18, 2025 2:45 AM
Adding Users to Organizations
Adding Users to Organizations With Liferay organizations, you can manage users and permissions to model your real-life organizational hierarchy, which can then be quickly implemented in...
Published Date: Jan 18, 2025 2:51 AM
Organization Roles
Organization Roles Liferay Organizations provide a convenient way to implement distributed User management. With them, you can use Organization-scoped Roles to assign standard permissions to all...
Published Date: Jan 18, 2025 2:51 AM
Assigning Roles to User Segments
Assigning Roles to User Segments 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,...
Published Date: Jan 18, 2025 2:51 AM
Configuring a Password Policy
Configuring a Password Policy Password policies enhance the security of your installation. You can use the default policy that ships with Liferay (modified or as is), or you can create your own...
Published Date: Jan 18, 2025 2:51 AM

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