Setting Up Clarity’s Users and Groups
Users are individuals who interact with the Liferay platform, whether authenticated or not. To organize authenticated users, you can also create user groups based on shared attributes to simplify role management. In this section, you’ll set up users and user groups for Clarity’s enterprise website.
Exercise: Creating Users
While building the public enterprise website, we’ll follow these Clarity personas as they contribute to the final site:
Screen Name | First Name | Last Name | Job Title | |
---|---|---|---|---|
christiancarter | christian.carter@clarityvisionsolutions.com | Christian | Carter | Marketing Coordinator |
claramurphy | clara.murphy@clarityvisionsolutions.com | Clara | Murphy | Marketing Manager |
harperroberts | harper.roberts@clarityvisionsolutions.com | Harper | Roberts | Human Resources Specialist |
ianmiller | ian.miller@clarityvisionsolutions.com | Ian | Miller | IT Manager |
walterdouglas | walter.douglas@clarityvisionsolutions.com | Walter | Douglas | Web Developer |
The training workspace already includes all of these users except for Christian Carter. Here you’ll add him manually as the Clarity Admin user.
In real world scenarios, large organizations like Clarity would benefit from using an identity and access management system (e.g., Okta) to add users to their Liferay instance. For training purposes, you’ll create the missing user manually.
To do this,
-
Open the Global Menu (
), go to the Control Panel tab, and click Users and Organizations.
Here you can view and manage all users for the current Liferay instance. This should include the Clarity Admin user along with Walter Douglas, Ian Miller, Clara Murphy, and Harper Roberts.
-
Click New.
-
To set the user’s profile image, click the Change Image button (
), click Select, navigate to the
[repository-folder]/exercises/lesson-3/
folder in the training workspace, selectchristian-carter.png
, and click Done. -
Enter these details for Christian Carter:
Field Value Screen Name christiancarter
Email Address christian.carter@clarityvisionsolutions.com
Job Title Marketing Coordinator
First Name Christian
Last Name Carter
-
Click Save.
You can now access additional configuration options for Christian Carter.
-
In the left menu, click Password.
-
Enter
learn
for his password. -
Click Save.
Great! You’ve added Christian Carter to Clarity’s Liferay instance. Next you’ll create a user group to help organize and manage Clarity’s users.
Exercise: Creating and Assigning User Groups
In a real-world scenario, organizations like Clarity have hundreds of users, and managing them individually is impossible. To help reduce the burden of user management, Liferay provides user groups for easily assigning roles to related users. The next exercise will explore roles in more detail.
To begin with, Clarity needs these user groups:
Group Name | Description |
---|---|
Human Resources | Members of the human resources department at Clarity. |
IT | Members of the IT department at Clarity. |
Marketing | Members of the marketing department at Clarity. |
The training workspace includes both the IT and Human Resources user groups. Here you’ll create and assign Clarity’s Marketing user group as the Clarity Admin user.
To do this,
-
Open the Global Menu (
), go to the Control Panel tab, and click User Groups.
-
Click New.
-
Enter these details for the user group:
Field Value Name Marketing
Description Members of the marketing department at Clarity.
-
Click Save.
This creates the user group, so you can now add Clarity’s marketing users to it.
-
Click the Marketing user group.
-
Click New.
-
Select Christian Carter and Clara Murphy.
-
Click Add.
Conclusion
Great! Now any roles assigned to the Marketing user group are automatically assigned to all team members. Next, you’ll learn how to define and assign custom roles for Clarity.
Next Up: Creating and Assigning Roles to Clarity’s Users
Additional Resources
See official documentation to learn more about users and user groups: