Source string Read only

39/390
Context English State
Multiple customers or groups can be assigned in both screens at the same time. Additionally clicking on a customer or clicking on a group in the relations will open the *Edit Customer* screen or the *Edit Group* screen accordingly.
Accessing a customer or a group provides no back link to the relations screen.
Customers ↔ Groups Relations Reference
When assigning a customer to a group or vice versa, several permissions can be set as connection between a customer and a group. The following permissions are available by default:
Same Customer
Gives customer users group based access to tickets from customer users of the same customer (ticket ``CustomerID`` is a ``CustomerID`` of the customer user).
Groups
Use this screen to add groups to the system. A fresh OTRS installation contains some default groups. The group management screen is available in the *Groups* module of the *Users, Groups & Roles* group.
Group Management Screen
Manage Groups
To add a group:
Click on the *Add Group* button in the left sidebar.
Add Group Screen
Groups can not be deleted from the system. They can only be deactivated by setting the *Validity* option to *invalid* or *invalid-temporarily*.
To edit a group:
Click on a group in the list of groups.
Edit Group Screen
If several groups are added to the system, use the filter box to find a particular group by just typing the name to filter.
Group Settings
Renaming a group does not affect permissions previously given. When *group1* is now called *group2*, then all the permissions are the same for the users which used to be assigned to *group1*. This result is because OTRS uses IDs for the relationship, and not the name.
Invalidating a group does not remove the permissions from the user, but only makes them invalid. If you reactivate this group, even with a new name, the permissions take effect.
Default Groups
Every agent's account should belong to at least one group or role. In a fresh installation, there are some pre-defined groups available:
``admin``
Allowed to perform administrative tasks in the system.
``stats``
Qualified to access the stats module of OTRS and generate statistics.
``users``
Agents should belong to this group, with read and write permissions. They can then access all functions of the ticket system.
Roles
Use this screen to add roles to the system. A fresh OTRS installation contains no roles by default. The role management screen is available in the *Roles* module of the *Users, Groups & Roles* group.

Loading…

User avatar None

New source string

OTRS 7 / Administration ManualEnglish

New source string a year ago
Browse all component changes

Glossary

English English
No related strings found in the glossary.

Source information

Flags
read-only
Source string location
../../content/users-groups-roles/groups.rst:32
String age
a year ago
Source string age
a year ago
Translation file
locale/content.pot, string 2904