Users and Permissions Setup

In the last module, we saw how Clarity team members can be provisioned through Okta. For companies like Clarity, this method works best. However, for training purposes, you’ll create users, roles, and user groups manually.

As explained previously, we’ll be following these five Clarity personas throughout our course exercises:

Exercise One: Creating Clarity Users

Let’s start by setting up user accounts for each of Clarity’s personas. You’ll use these personas to explore Liferay’s core capabilities throughout this course.

Each persona has these details:

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

Follow these steps to create each user account:

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

2. Click New.

3. Input the user’s screen name (e.g. christiancarter).

4. Input the user’s email address (e.g. [e-mail]).

5. Input the user’s first name (e.g. Christian).

6. Input the user’s last name (e.g. Carter).

7. Input the user’s job title (e.g. Marketing Coordinator).

8. Click Save and return to the Users and Organizations overview page.

9. Repeat this process until you have created all five users.

Note

The users do not yet have passwords assigned to them.

Exercise Two: Creating Clarity Roles

In addition to Liferay’s out-of-the-box roles, Clarity needs some custom roles for their team members. Here is a summary of those roles:

Type	Title	Description
Regular	Marketing Specialist	Organizational title for a member within the marketing department
Regular	Content Manager	Organizational role for those managing content on Liferay
Regular	IT Manager	Organizational title for a manager within the IT department
Regular	Web Developer	Organizational title for a front end developer role within the IT Department
Regular	Marketing Coordinator	Organizational title for an individual contributor from the Marketing Team
Site	Site Content Contributor	Site based role for an individual who will be contributing

Follow these steps to create each role:

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

2. Click New.

3. Select the role type (e.g. Regular).

4. Input the role title (e.g. Marketing Specialist).

5. Input the role description (e.g. Organizational title for a member within the marketing department).

6. Click Save and return to the Roles overview page.

7. Repeat this process until you have created all six roles.

Note

The roles above do not yet have any permissions assigned to them. The following lessons will cover assigning permissions to roles.

Exercise Three: Creating Clarity User Groups

Now let’s make a Liferay user group for the marketing department.

Group Name	Description
Marketing	Members of the Marketing department at Clarity
IT	Members of the IT department at Clarity

Follow these steps to create each user group:

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

2. Click New.

3. Input the user group name (e.g. Marketing).

4. Input the user group description (e.g. Members of the Marketing department at Clarity).

5. Click Save.

6. Repeat this process until you have created both user groups.

Conclusion

Now that we have these users, roles, and user groups set up, let’s move on to how the different user management tools can be used in Clarity’s use case.

Next Up: Managing and Organizing Clarity Users