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	Email	First Name	Last Name	Job Title
christiancarter	[e-mail]	Christian	Carter	Marketing Coordinator
claramurphy	[e-mail]	Clara	Murphy	Marketing Manager
harperroberts	[e-mail]	Harper	Roberts	Human Resources Specialist
ianmiller	[e-mail]	Ian	Miller	IT Manager
walterdouglas	[e-mail]	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.

Note

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,

1. 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.

   

2. Click New.

3. 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, select christian-carter.png, and click Done.

   

4. Enter these details for Christian Carter:

   Field	Value
   Screen Name	christiancarter
   Email Address	[e-mail]
   Job Title	Marketing Coordinator
   First Name	Christian
   Last Name	Carter

   

5. Click Save.

   You can now access additional configuration options for Christian Carter.

6. In the left menu, click Password.

7. Enter learn for his password.

   

8. 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,

1. Open the Global Menu (), go to the Control Panel tab, and click User Groups.

   

2. Click New.

3. Enter these details for the user group:

   Field	Value
   Name	Marketing
   Description	Members of the marketing department at Clarity.

   

4. Click Save.

   This creates the user group, so you can now add Clarity’s marketing users to it.

5. Click the Marketing user group.

6. Click New.

7. Select Christian Carter and Clara Murphy.

   

8. 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:

• Users
• Creating and Managing User Groups