Users on Liferay Customer Portal can perform many tasks, but only administors can invite other team members and activate products.

1. Determine which users will need which Customer Portal roles
   • Administrators have the ability to manage product activation and team members. They also have access to Liferay Help Center and ability to create new tickets and comment on existing tickets.
   • Requesters have access to the Liferay Customer Portal and to the ticketing system.  Within the ticketing system, support requesters have access to create new tickets and comment on existing tickets.
   • Users have access to the Liferay Customer Portal and can view issues within the ticketing system.

    

2. If you are using Liferay SaaS or PaaS you also need to identify incident contacts including phone numbers. There are team members who will be contacted for high priority incidents and can be duplicated from the general team members list or separate.
   • Critical Incident
   • Security Incident
   • Data Breach Incident

    

3. Invite your team to the Customer Portal by visiting the Team Members page
   • For a step-by-step tutorial on adding team members visit: How Do I Manage My Team Members?
   • For a step-by-step tutorial on adding incident contacts visit: How Do I Manage My Incident Contacts?
   • For details on role limitations please visit: Learn about Customer Portal Roles

    

4. Invite your team to view and access Liferay DXP source code
   • For a step-by-step guide see: Liferay DXP Source Code Access