User Groups

User Groups are designed to allow portal administrators to create groups of users that traverse the organizations hierarchy. They can be used to create arbitrary groupings of users who don’t necessarily share an obvious hierarchical attribute. Users can be assigned to multiple user groups. For example, consider a software company with many offices and departments within each office. The company’s office/department structure could be modeled through organizations. In this situation, it might make sense to create user groups for developers, office managers, accountant, etc. User Groups are most often used to achieve one of the following goals:

  • To simplify the assignment of several roles to a group of users. For example, in a University portal, a user group could be created to group all teachers independently of their organizations to make it easier to assign one or several roles at once to all the teachers.

  • To simplify membership to one or more sites by specifying a group of users. Using the previous example, all teachers could be members of the sites University Employees and Students and Teachers Collaboration Site by adding the Teachers user group as a member.

  • To provide predefined public or private pages to the users who belong to the user group. For example, the Teachers user group could be created to ensure the home page on all teachers’ personal sites has the same layout and applications.

Creating a user group is easy. Navigate to the control panel, click the Users Groups link and then click the Add button. There are only two fields to fill out: Name and Description. Click Save and you will be redirected back to the User Groups page of the control panel.

Figure 15.5: Creating a New User Group

Figure 15.5: Creating a New User Group

Note in the figure above how each user group may have a site, with public and private pages. This is a special type of site that determines the base pages on all user group members’ personal sites. The user group site works in a similar way to Site Templates, except in this case the User Group Site pages are not copied for each user but are rather shown dynamically along with any custom pages the user may have on his/her personal site. For this reason, users are not allowed to make any modifications to the pages that are inherited from the user group. Alternatively the administrators of the user group can define certain areas as customizable, just like they can for regular sites. This allows users to decide which applications they want to place in certain areas of each page, as well as change their configuration.

Figure 15.6: User Group Actions

Figure 15.6: User Group Actions

As with the other resources in the portal, you can click the Actions button next to a user group to perform various operations on that group.

Edit: allows you to modify the name or description of the user group.

Permissions: lets you define which roles have permissions to view, edit, delete, assign members to the user group, etc.

Site Permissions: lets you define which roles have permissions to manage the user group site, to specify who can administer its pages, export and import pages and portlet content, manage archived setups and configure its applications.

Manage Site Pages: allows you to add pages to the user group site, import or export pages, organize the page hierarchy, modify the look and feel of the pages, add a logo or access other options from the Manage Site interface.

Assign Members: lets you search for and select users in the portal to be assigned to this user group as well as view the users currently belonging to the user group .

Delete: removes the user group.

If your user group has a site, two options named Go to the Site’s Public Pages and Go to the Site’s Private Pages also appear as links in your user group’s Actions menu. Clicking one of these links opens the user group’s site in a new browser window. Any changes you make to the site are saved automatically. You can safely close the browser window when you’re done.

Creating and Editing a User Group

A user group’s site can be administered from the control panel. Select User Groups from the control panel to see a list of existing user groups. To edit a user group, click on its name or description. You can also click on the Actions button to see the full list of actions that can be performed on a user group. When editing a user group, you can view its site, if it exists, by clicking the Open Pages link under Public Pages or Private Pages (read below for details on user group sites).

As an example of how user group sites can be used, let’s create a user group called Bloggers along with a simple template. We’ll call the site template Bloggers too. It should contain a single Blog page with the Blogs and Recents Bloggers portlets on it. First, navigate to the User Groups page of the control panel. Then click Add and enter the name Bloggers for your user group, and optionally, a description. Click Save to create your user group.

Our next step is to assign an existing user to the Bloggers group.

Assigning Members to a User Group

Navigate to Users and Organizations and create a new user called Joe Bloggs. Then navigate to the User Groups page of the control panel and click ActionsAssign Members next to the Bloggers group. Click the Available tab to see a list of users that can be assigned to the group.

Figure 15.7: Assigning Members to a User Group

Figure 15.7: Assigning Members to a User Group

From that list, one or more users can be assigned as members of the user group.

For example, by default, newly created users are given Welcome pages on the public pages portion of their personal sites. This Welcome page contains the Language, Search and Blogs portlets. You can see the effect of the Bloggers site template on the public pages of Joe Bloggs’s personal site in the figure above. When Joe Bloggs was added to the Bloggers group, he received a Blogs page with the Blogs and Recent Bloggers portlets.

After the user group has been created and several users have been added to it, you can add all those users at once as members of a site in one step from the Site Memberships UI of the site. You can also use the user group when assigning a role to users from the roles management UI.

The next section describes a more advanced usage of user groups: User Group Sites.

User Group Sites

Liferay allows users to each have a personal site consisting of public and private pages. Permissions can be granted to allow users to customize their personal sites at will. Originally, the default configuration of those pages could only be determined by the portal administrator through the file and, optionally, by providing the configuration in a LAR file. You can still configure it like this but it isn’t very flexible or easy to use.

By using User Group Sites, portal administrators can add pages to the personal sites of all the users who belong to the site in an easy and centralized way. All the user group site’s public pages are shown as part of the user’s public personal site. All the user group site’s private pages are shown as part of the user’s private site. If a user belongs to several user groups, all of its pages are made part of his public and private site. In an educational institution’s portal, for example, teachers, staff and students could get different default pages and applications on their personal sites.

The pages a user’s personal site inherits from a User Group still belong to the User Group and thus cannot be changed in any way by the user. What the user group administrators can do is define certain areas of the pages as customizable to allow the users to choose which applications and what configuration should be shown in those areas. If a user has permission to add custom pages to his/her personal site, besides those inherited from a user group, the custom pages are always shown last.

Since the inheritance of pages is done dynamically, this new system introduced in Liferay 6.1 can scale to hundreds of thousands of users or even millions of them without an exponential impact in performance. Previous versions of Liferay used a different technique that required user group pages be copied to each user’s personal site. For portals upgrading from previous versions of Liferay, you can keep the old behavior but it has been left disabled by default. You can enable it by adding the following line to your file:

When this property is set to true, once the template pages have been copied to a user’s personal site, the copies may be modified by the user. Changes done to the originals in the User Group will only affect new users added to the user group. Users with administrative privileges over their personal sites can modify the pages and their content if the Allow Site Administrators to Modify the Pages Associated with This Site Template box has been checked for the template. When a user is removed from a user group, the associated pages are removed from the user’s personal site. Moreover, if a user is removed from a group and is subsequently added back, the group’s template pages are copied to the user’s site a second time. Note that if a user group’s site is based on a site template and an administrator modifies the user group’s site template after users have already been added to the group, those changes only take effect if the Enable propagation of changes from the site template box for the user group was checked.

You can create a user group’s site manually or base it on a site template. To create a user group’s site manually, use the Actions menu mentioned above and choose Manage Site Pages. You can add a new public or private page by selecting the appropriate tab and then clicking the Add Page button. Once the user group has at least one public or private page in place, you can go back to the Actions menu and click on the Go to the Site’s Public Pages or Go to the Site’s Private Pages link to open the user group’s site in a new browser window. In the new window, you can add more pages and portlets and configure site settings.

You can also base a user group’s site on a template. When editing a user group, use the Public Pages and Private Pages drop down lists to select a site template. Leave the Enable propagation of changes from the site template box checked to automatically update users’ personal sites if the associated site template changes. If you uncheck this box but recheck it later, the template pages are copied to the users’ sites, overwriting any changes they may have made. You can allow users to make changes to the pages they receive from the user group by enabling the customization options on each page.

This flexibility lets you achieve almost any desired configuration for a user’s personal site without having to modify it directly. When a user is assigned to a user group, the configured site pages are copied directly to the user’s personal site.

Following with the example above, we will create a site for our sample user group. Edit the Bloggers group. Choose an existing Site Template from the drop down menu for the user group’s public pages and click Save. After the page reloads you can click to see the pages and make any changes desired, add additional pages, etc.

Figure 15.8: Selecting a Template for the User Group Site

Figure 15.8: Selecting a Template for the User Group Site

Also, try visiting the public site of one of the users who belongs to the user group. You will see how all of the pages in the user group appear as part of the user site, including the ones copied from the site template and the ones added afterwards.

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