Assigning Roles to User Segments
Available: 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, the administrative overhead of user management can be greatly reduced. On top of this, you can define personalized experiences for user segments created at the site scope, ensuring that users see the most relevant content in your site.
| Where do I create user segments? | What are they for? | Where do I assign roles to a segment? |
|---|---|---|
| Site Segments (Site Menu → People → Segments) | Create personalized experiences for a site’s users. | Site Menu → People → Segments (Actions) |
| Instance Segments (Control Panel → Users → Roles (Regular Roles)) | Efficiently and dynamically manage users and their permissions. | Control Panel → Users → Roles (Regular Roles) |
Assigning a Regular Role to a User Segment
Liferay DXP 7.2 SP2+
Analytics Administrator, Portal Content Reviewer, Power User, Publications User and any other regular roles you create can be assigned to user segments created at the global scope. To assign regular roles to a user segment,
-
Open the Product Menu (
) and navigate to Control Panel → Users → Roles. -
Click Actions (
) next to the regular role and select Edit.
-
Select Assignees → Segments tab, and click Add (
) to select a user segment.
-
Check the box next to an existing user segment and click Add to assign the role to it. If the user segment doesn’t exist, click Add (
) to create a new user segment.
The selected user segment(s) appear(s) in the list of assignees for the role.
Assigning a Site Role to a User Segment
Liferay DXP 7.2 SP3+
Site roles can be assigned to segments, with two exceptions: Site Administrator and Site Owner.
-
Open the Product Menu (
) and navigate to People → Segments. -
Open the segment’s Actions (
) and click Assign Site Roles. -
Assign site roles to the segment, then click Add.
