Submit Feedback

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 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.

note

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 Manager
note

In 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 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	Ability to add account entries
Accounts > Account Entry: Manage Users	Ability to manage account users
Accounts > Account Entry: Update	Ability to modify account entries
Accounts > Account Entry: View	Ability to view an account
Accounts > Account Entry: View Users	Ability to view account users
Accounts > Commerce Account: Manage Addresses	Ability to add a new billing, a shipping, or a combined address to an account
Accounts > Commerce Account: Manage Members	Ability to invite users and organizations to an account; also ability to edit their details
Accounts > Commerce Account: Update	Ability to modify an account
Accounts > Commerce Account: View	Ability to view an account
Accounts > Commerce Account: View Addresses	Ability to view all addresses associated with an account
Accounts > Commerce Account: View Members	Ability to view all members in an account
Open Carts > Commerce Order: Add Order	Ability to add an order to a buyer’s account
Open Carts > Commerce Order: Approve Open Orders	Ability to approve orders when workflow is enabled
Open Carts > Commerce Order: Check Out Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Order: Delete Orders	Ability to delete orders
Open Carts > Commerce Order: Manage Orders	Ability 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	Ability to view all open orders
Open Carts > Commerce Order: View Orders	Ability to view orders regardless of status
Open Carts > Commerce Orders: Manage Commerce Order Payment Methods	Ability to manage payment methods of an order
Open Carts > Commerce Orders: Manage Commerce Order Shipping Options	Ability to manage shipping options of an order
Open Carts > Commerce Orders: Manage Order Delivery Terms	Ability to manage the delivery terms of an order
Open Carts > Commerce Orders: Manage Order Payment Terms	Ability to manage the payment terms of an order
Open Carts > Commerce Orders: View Billing Address	Ability to view the billing address of an order
Accounts > Account Entry: View Account Roles	Ability to view account roles
Accounts > Account Entry: View Addresses	Ability to view addresses of the account
Accounts > Account Entry: Manage Addresses	Ability to manage addresses of the account
Accounts > Account Entry: View Organizations	Ability to view organizations in the account

Account Member

This role is automatically assigned to all users of an account and grants basic view permissions.

Permission	Description
Accounts > Account Entry: View	Ability to view an Account

Account Supplier

Liferay DXP 7.4 U84+/GA84+

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

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	Ability to add an order to a buyer’s account
Open Carts > Commerce Order: Checkout Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Order: View Open Orders	Ability to view open orders
Open Carts > Commerce Order: View Orders	Ability to view orders regardless of status
Accounts > Account Entry: Manage Addresses	Ability to manage the addresses of an account
Accounts > Account Entry: View Addresses	Ability to view the addresses of an account
Open Carts > Commerce Orders: Manage Commerce Order Payment Methods	Ability to manage the payment methods of an order
Open Carts > Commerce Orders: Manage Commerce Order Shipping Options	Ability to manage the shipping options of an order
Open Carts > Commerce Orders: Manage Order Delivery Terms	Ability to manage the delivery terms of an order
Open Carts > Commerce Orders: Manage Order Payment Terms	Ability to manage the payment terms of an order
Open Carts > Commerce Orders: View Billing Address	Ability to view the billing address of an order

Order Manager

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	Ability to add an order to a buyer’s account
Open Carts > Commerce Order: Approve Open Orders	Ability to approve orders when workflow is enabled
Open Carts > Commerce Order: Check Out Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Order: Delete Orders	Ability to delete orders
Open Carts > Commerce Order: Manage Orders	Ability 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	Ability to view all open orders
Open Carts > Commerce Order: View Orders	Ability to view orders regardless of status
Open Carts > Commerce Orders: Manage Commerce Order Payment Methods	Ability to manage the payment methods of an order
Open Carts > Commerce Orders: Manage Commerce Order Shipping Options	Ability to manage an order’s shipping options
Open Carts > Commerce Orders: Manage Order Delivery Terms	Ability to manage the delivery terms of an order
Open Carts > Commerce Orders: Manage Order Payment Terms	Ability to manage the payment terms of an order
Open Carts > Commerce Orders: View Billing Address	Ability to view the billing address of an order

Supplier

Liferay DXP 7.4 U84+/GA84+

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	Ability to access the catalogs application in the Global Menu
Catalogs > Commerce Catalogs: Add Commerce Catalog	Ability to add a catalog
Channels: Access in Control Panel	Ability to access the channels application in the Global Menu
Channels > Commerce Channels: Add Notification Template	Ability to add a notification template for a channel
Channels > Commerce Channels: View Notification Queue Entries	Ability to view notification queue entries for a channel
Open Carts > Commerce Order Type: View	Ability to view the order type of an order
Open Carts > Commerce Orders: Manage Commerce Order Payment Methods	Ability to manage payment methods of an order
Open Carts > Commerce Orders: Manage Commerce Order Shipping Options	Ability to manage shipping options of an order
Open Carts > Commerce Orders: Manage Order Delivery Terms	Ability to manage delivery terms of an order
Open Carts > Commerce Orders: Manage Order Notes	Ability to change general order notes
Open Carts > Commerce Orders: Manage Order Payment Terms	Ability to manage payment terms of an order
Open Carts > Commerce Orders: Manage Order Prices	Ability to change order prices
Open Carts > Commerce Orders: Manage Order Restricted Notes	Ability to change restricted order notes
Options > Commerce Products: Add Commerce Product Specification Option	Ability to add product specifications
Options > Commerce Products: Add Option	Ability to add options to products
Options > Commerce Products: Manage Attachments	Ability to manage product attachments
Options > Commerce Products: Manage Images	Ability to manage product images
Options > Commerce Products: Manage Measurement Units	Ability to manage measurement units
Options > Commerce Products: View Attachments	Ability to view product attachments
Options > Commerce Products: View Images	Ability to view product images
Orders: Access in Control Panel	Ability to access the orders application in the Global Menu
Portal: View Control Panel Menu	Ability to access the Global Menu
Price Lists: Access in Control Panel	Ability to access the price lists application in the Global Menu
Price Lists > Commerce Price Lists: Add Commerce Price List	Ability to add a price list
Product Groups > Commerce Pricing: Add Commerce Pricing Class	Ability to add a pricing class for product groups
Product Groups > Commerce Product Group: View	Ability to view product groups
Products: Access in Control Panel	Ability to access the products application in the Global Menu
Promotions: Access in Control Panel	Ability to access the promotions application in the Global Menu
Shipments > Commerce Shipments: Manage Shipments	Ability to manage shipments
Tax Categories > Commerce Taxes: View Tax Categories	Ability to view tax categories

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	Ability to add or remove organizations
Accounts > Account Entry: Manage Users	Ability to add or remove users
Open Carts > Commerce Order: Add Order	Ability to add an order to the account that the agent’s organization is a member of.
Open Carts > Commerce Order: Check Out Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Order: View Open Orders	Ability to view all open orders
Users and Organizations > Organization: Manage Available Accounts	Ability to manage accounts that the sales agent’s organization is a member of.

Discount Manager

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	Ability to view catalogs
Portal: View Control Panel Menu	Ability to access the Global Menu
Price Lists: Access in Control Panel	Ability to access the Price Lists application in the Global Menu
Price Lists > Commerce Price List: Delete	Ability to delete price list entries
Price Lists > Commerce Price List: Update	Ability to modify price list entries
Price Lists > Commerce Price List: View	Ability to view price list entries
Price Lists > Commerce Price Lists: Add Commerce Price List	Ability to add price list entries
Promotions: Access in Control Panel	Ability 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.

Permissions	Description
Catalogs: Access in Control Panel	Ability to access the catalogs application in the Global Menu
Catalogs > Commerce Catalog: Update	Ability to update product catalogs
Catalogs > Commerce Catalog: View	Ability to view product catalogs
Catalogs > Commerce Catalogs: Add Commerce Catalog	Ability to add new product catalogs
Categories: Access in Site and Asset Library administration	Ability to access categories in the site and asset library administration
Categories: View	Ability to view categories
Categories > Asset Categories: Add Category	Ability to add categories
Categories > Asset Categories: Add Vocabulary	Ability to add vocabularies
Portal: View Control Panel Menu	Ability to access the Global Menu
Products: Access in Control Panel	Ability to access the Products application in the Global Menu

Operations Manager

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	Ability to manage accounts of an account group
Inventory: Access in Control Panel	Ability to access inventory in the Global Menu
Open Carts > Commerce Orders: Manage Order Delivery Terms	Ability to manage the delivery terms of an order
Open Carts > Commerce Orders: Manage Order Payment Terms	Ability to manage the payment terms of an order
Open Carts > Commerce Orders: Manage Orders	Ability to change order details, such as mailing and billing addresses; ability to add a note to the order
Orders: Access in Control Panel	Ability to access orders in the Global Menu
Portal: View Control Panel Menu	Ability to access the Global Menu
Shipments: Access in Control Panel	Ability to access shipments in the Global Menu
Shipments > Commerce Shipments: Manage Shipments	Ability to access and modify shipments entities
Subscriptions: Access in Control Panel	Ability to access subscriptions in the Global Menu
Subscriptions > Commerce Subscriptions: Manage Subscriptions	Ability to access and modify subscriptions
Warehouses > Commerce Inventories: Manage Inventory	Ability to access and modify inventory linked to a warehouse

Punch Out

Permissions	Description
Open Carts > Commerce Orders: Check Out Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Orders: View Open Orders	Ability 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

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	Ability to access the catalogs application in the Global Menu
Catalogs: View	Ability to view the catalogs application
Currencies > Commerce Currencies: Manage Currencies	Ability to manage currencies
Portal: View Control Panel Menu	Ability to access the Global Menu
Products: Access in Control Panel	Ability to access the products application in the Global Menu
Products: View	Ability 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 check boxes to assign the role View and Update permissions.

note

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

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	Ability to access the inventory application in the Control Panel
Inventory: View	Ability to view the inventory application
Warehouses > Commerce Inventories: Manage Inventory	Ability to access and modify inventory entities linked to a warehouse
Portal: View Control Panel Menu	Ability to access the Global Menu

Instance Order Manager

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	Ability to add an Order to a buyer’s account
Open Carts > Commerce Order: Approve Open Orders	Ability to approve orders when workflow is enabled
Open Carts > Commerce Order: Check Out Open Orders	Ability to complete the checkout process for orders
Open Carts > Commerce Order: Delete Orders	Ability to delete orders
Open Carts > Commerce Order: Manage Order Notes	Ability to change general order notes
Open Carts > Commerce Order: Manage Order Restricted Notes	Ability to change restricted order notes
Open Carts > Commerce Order: Manage Orders	Ability 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	Ability to view all open orders
Open Carts > Commerce Order: View Orders	Ability to view orders regardless of status
Orders: Access in Control Panel	Ability to access the orders application in the Global Menu
Orders: Permissions	Ability to view and modify permissions for the orders application
Orders: View	Ability to view the orders application
Account Groups > Commerce Accounts: Manage All Accounts	Necessary to access the Account Groups application
Portal: View Control Panel Menu	Ability to access the Global Menu

Shipments Manager

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	Ability 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	Ability to access and modify Inventory entities linked to a Warehouse
Manage Shipments	Ability to access and modify Shipment entities
Portal: View Control Panel Menu	Ability to access the Global Menu
Shipments: Access in Control Panel	Ability to access the Shipments application in the Global Menu
Shipments: View	Ability to view the Shipments application
Shipments > Commerce Warehouse: View	Ability to view Warehouse entities

Liferay 7.3 and Earlier

Sales Agent

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.

View default sales agent permissions in the Define Permissions tab.