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Users ,Roles,Organization and

Permissions in Liferay

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Add User
Login as admin. with user name : test@liferay.com and password : test
There are two ways in control panel to add a new user.both are same.
1) You can click on user and organization and click on add user.
2) Another is direct button is there at the end of page.
We are going with 1st way : Inside Control Panel, click on users and organizations.

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You will get following screen : Click on add -> User.
At the end of page, you will find out list of existing user.

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Fill all the required details. and assign a default password.Save.So your user is created.

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He/She can login with default password assigned by you.
When 1st time login, user has to accept terms and condition.And once login done,user can
update password from default to his/her customize password.

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Introducing Security
Users
Liferay Portal has Users
Users are key entities in liferay. It can be associated with site/organization/user group.
Site
Site can have page, content, users, and functionalities. Users in site can access different
part and functionality of site based on site role associated.
Here, Web content management system is used to design content for site and portlet
application to used to meet dynamic functionality

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Organization
Organization can have a site. It manages users in hierarchy.
User Group
Users, with common interest are set in a group.
Roles
Roles are various functions within portal.
Role is basically a collection of permissions that defines a function. For example roles
can be: School Principal, HR of office etc.
You can create roles, assign permissions to them, and assign users to the roles.

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Regular, Site, Organization Role and Team.


There are four types of roles:
In Regular role/Portal Role, Permissions are defined and applied at the portal level
Its not specific to anything like Organization, Site or User Group. However, This role can
be assigned to all those users who belongs to any one of Organization, Community or
User Group.
In Site role, Permissions are defined at the portal level and are applied to one specific site.
In Organization role, Permissions are defined at the portal level and are applied to one
specific organization.
In Team, Permissions are defined within a specific site and are assigned within that
specific site.
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Permission
We have different kind of permission in liferay
1.

Portlet level

2.

Portal level

3.

Organization Level

4.

Site level

5.

Page level

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Page level permission will be decided based on whether page should be visible to
particular role user or not.
Portlet Level permission will decide whether portlet should be visible to particular role
user or not.
Individual Resource level permission:
Permission is given to user based on Individual resources like image, document or
functionality within portlet or application.

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Here is summary :

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How to create role
Go to Control pane :
Click on roles:
Existing roles are listed here.
You can create new . click on add

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Fill required details:

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Click save
Once you have saved it is listed and you can see other options:

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Edit: you can change the name, title or description of the role.
Assign Permissions
You can define which users, user groups or roles have permissions to edit the role.

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After assigning permissions , click on save.Define Permissions: you can define what
permissions this role grants.After defining, click on save

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Assign Members
Lets you search and select users in the portal to be assigned to this role. These users will
inherit any permission that has been assigned to this role.Search the name .Then Update
Association.

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View Users: allows you to view the users who have been assigned to this role.Click here
and following screen will appear: list of associated users.

Delete:
permanently
removes a
role from the
portal.

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How to manage Users using Organizations


Control Panel - >
-users and organization
-You can see list of all organization

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-Click on add
- organization
-Fill all necessary details according to requirements. You can make regular organization /
Area based organization
-You can select parent organization(If any)
-After filling required details click save

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You can fill additional details also for organization

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Again click on top side user and organization


Select organization
click on actions
Assign users

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Select the user in available tab

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Check the check box and update association


So your added name will appear in current list of organization

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Thank
You

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