Roles ↔ Groups

Use this screen to add one or more roles to one or more groups. To use this function, at least one role and one group need to have been added to the system. The management screen is available in the Roles ↔ Groups module of the Users, Groups & Roles group.

Manage Role-Group Relations

Manage Role-Group Relations

Manage Roles ↔ Groups Relations

To assign some groups to a role:

  1. Click on a role in the Roles column.

  2. Select the permissions you would like to connect the role to groups with.

  3. Click on the Save or Save and finish button.

Change Group Relations for Role

Change Group Relations for Role

To assign some roles to a group:

  1. Click on a group in the Groups column.

  2. Select the permissions you would like to connect the group to roles with.

  3. Click on the Save or Save and finish button.

Change Role Relations for Group

Change Role Relations for Group

Note

If several roles or groups are added to the system, use the filter box to find a particular role or group by just typing the name to filter.

Multiple roles or groups can be assigned in both screens at the same time. Additionally clicking on a role or clicking on a group in the relations screen will open the Edit Role screen or the Edit Group screen accordingly.

Warning

Accessing a role or a group provides no back link to the relations screen.

Roles ↔ Groups Relations Reference

When assigning a role to a group or vice versa, several permissions can be set as connection between a role and a group. The following permissions are available by default:

ro

Read-only access to tickets in this group/queue.

move_into

Permission to move tickets in this group/queue and move existing tickets into this group/queue.

create

Permission to create tickets in this group/queue.

note

Permission to add notes to tickets and inform agents in this group/queue.

owner

Permission to set the owner of new tickets or change the owner of existing tickets in this group/queue.

priority

Permission to change the ticket priority in this group/queue.

chat_observer

Users with this permission type will only be able to observe chats in a channel after they have been invited.

chat_participant

Users with this permission type will be able to take part in a chat, but only after they get invited to it.

chat_owner

Users with this permission type will be able to accept chat customer/public requests and do all kinds of observer and participant actions on a chat.

rw

Full read and write access to the tickets in this group/queue.

See also

Not all available permissions are shown by default. See System::Permission setting for permissions that can be added. These additional permissions can be added:

bounce

Permission to redirect an email.

close

Permission to close a ticket.

compose

Permission to compose an answer for a ticket.

customer

Permission to change the customer of a ticket.

forward

Permission to forward an article.

pending

Permission to set a ticket to pending.

phone

Permission to add a phone call to a ticket.

responsible

Permission to set the responsible agent of new tickets or change the responsible agent of existing tickets in this group/queue.

Note

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.

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