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By setting a checkbox in the header of a column will set all the checkboxes in the selected column. By setting the checkbox in the last *rw* column will set all the checkboxes in the selected row.
Agents ↔ Roles
As an organization grows, groups cannot be the denominator used for processing access rights. Roles become more and more a need because a role has a special set of permissions assigned. One mustn't give individual permissions, but the role carries the permissions built-in.
OTRS allows easy access to a predefined set of permissions via one or more roles defined. These roles are assigned easily to one or more agents, or one or more agent to a role.
Use this screen to add one or more agents to one or more roles. To use this function, at least one agent and one role need to have been added to the system. The management screen is available in the *Agents ↔ Roles* module of the *Users, Groups & Roles* group.
Manage Agent-Role Relations
Manage Agents ↔ Roles Relations
To assign some roles to an agent:
Select the roles you would like to the agent belongs to.
Change Role Relations for Agent
To assign some agents to a role:
Click on a role in the *Roles* column.
Select the agents you would like to add to the role.
Change Agent Relations for Role
If several agents or roles are added to the system, use the filter box to find a particular agent or role by just typing the name to filter.
Multiple agents or roles can be assigned in both screens at the same time. Additionally clicking on an agent or clicking on a role in the relations screen will open the *Edit Agent* screen or the *Edit Role* screen accordingly.
Accessing an agent or a role provides no back link to the relations screen.
By setting the checkbox in the header of the column *Active* will set all the checkboxes in the column.
Customer Users
A record of who your company deals with requires more information about that individual: physical location for shipping and billing purposes, as well as contact information for email and phone contact.
OTRS offers a great way to save individual information about contacts within organizations which your company serves. You can add as many personal connections into OTRS as needed.
Use this screen to add a :term:`customer user` to the system. A fresh OTRS installation contains no customer users by default. The customer user management screen is available in the *Customer Users* module of the *Users, Groups & Roles* group.
Customer User Management Screen
Manage Customer Users
A customer user can only be added to the system when at least one :term:`customer` exists. Create one or more :doc:`customers` first.
Adding or editing a customer user is possible only by using database back end. Using external directory services like LDAP will disable the customer user management functionality.
To add a customer user:
Click on the *Add Customer User* button in the left sidebar.
Add Customer User Screen
Customer users 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 customer user:

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OTRS 7 / Administration ManualEnglish

New source string a year ago
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Glossary

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read-only
Source string location
../../content/users-groups-roles/agents-roles.rst:45
String age
a year ago
Source string age
a year ago
Translation file
locale/content.pot, string 2889