Managing roles: Difference between revisions

Latest revision as of 14:52, 20 October 2011

An administrator can manage roles in Settings > Site administration > Users > Permissions > Define roles.

Manage roles

The 'Manage roles' tab contains a list of roles on your site. The edit column contains icons for editing, deleting roles and copying roles, and for moving them up or down in the list (affecting the way that roles are listed around Moodle).

To edit a role:

Go to Settings > Site administration > Users > Permissions > Define roles.
Click the edit icon opposite the role you want to edit e.g. student.
On the edit role page, change permissions as required for each capability.
Scroll to the bottom of the page and click the "Save changes" button.

See Creating custom roles for information about adding a new role.

Allow role assignments

The 'Allow role assignments' tab is for setting which roles each role can assign other users to.

Enabling teachers to assign other teachers

By default, teachers can only assign other users the roles of non-editing teachers, students and guests. If you want teachers to be able to assign other teachers in their course, you can allow the role assignment:

Click on Settings > Site administration > Users > Permissions > Define roles.
Click the Allow role assignments tab.
Click the checkbox where the teacher row and column intersect.
Click the "Save changes" button.

Allow role overrides

The 'Allow role overrides' tab is for setting which roles can be overridden by each role. Note that the settings only apply to users who have the capabilities moodle/role:override or moodle/role:safeoverride allowed.

Allow role switches

The 'Allow role switches' tab is for setting which roles a user may switch to, based on which roles they already have. In addition to an entry in this table, a user must also have the moodle/role:switchroles capability to be able to switch.

@@ Line 1: / Line 1: @@
 {{Roles}}
-Location: ''Administration > Users > Permissions > Define roles''
+An administrator can manage roles in  ''Settings > Site administration > Users > Permissions > Define roles''.
+==Manage roles==
-The define roles page has three tabs, for managing roles, [[Allow role assignments|allowing role assignments]] and [[Allow role overrides|allowing role overrides]].
+The 'Manage roles' tab contains a list of roles on your site. The edit column contains icons for editing, deleting roles and copying roles, and for moving them up or down in the list (affecting the way that roles are listed around Moodle).
-The manage roles tab contains a list of roles on your site. The edit column contains icons for editing and deleting roles, and for moving them up or down in the list (affecting the way that roles are listed around Moodle).
+[[Image:Manageroles2.png]]
-==Predefined roles==
-Moodle comes with 7 predefined roles:
-*[[Assign administrators|Administrator]]
-*[[Course creator]]
-*[[Teacher]]
-*[[Teacher#Non-editing teacher| Non-editing teacher]]
-*[[Student]]
-*[[Guest access|Guest]]
-*[[Authenticated user]] (from 1.8 onwards)
-==Editing a role==
-[[Image:manage roles.png|thumb|Managing roles]]
 To edit a role:
-#Click on Permissions in the Site Administration block, then Define roles.
+#Go to ''Settings > Site administration > Users > Permissions > Define roles''.
 #Click the edit icon opposite the role you want to edit e.g. student.
-#On the edit role page, change permissions as required.
+#On the edit role page, change permissions as required for each capability.
 #Scroll to the bottom of the page and click the "Save changes" button.
-==Adding a new role==
+See [[Creating custom roles]] for information about adding a new role.
-To add a new role:
-#Click on Permissions in the Site Administration block, then Define roles.
-#Click the "Add a new role" button.
-#On the add a new role page, give the role a name. If you need to name the role for multiple languages you can use [[Multi language content|multi-lang syntax]] if you wish, such as <code><nowiki><span lang="en" class="multilang">Teacher</span> <span lang="es_es" class="multilang">Profesor</span></nowiki></code>. If multi-lang syntax is used then ''Filter all strings'' should be set in [[Filter settings]].
-#Give the role a meaningful short name. The short name is necessary for other plugins in Moodle that may need to refer to the role (e.g. when uploading users from a file or setting enrolments via an enrolment plugin).
-#Give the role a description (optional).
-#Set permissions as required.
-#Scroll to the bottom of the page and click the "Add a new role" button.
-==Creating a duplicate role==
-{{Moodle 1.8}}
-In Moodle 1.8 onwards, a new role may be quickly created my making a copy of an existing role.  An administrator will find this in the Admin block, under Users, Permissions and Defined roles.
-#Click on the role to be duplicated. For example "Guest".
-#Click the "Duplicate role" button near the top of the "View role details" page.
-#Answer '''Yes''' to the question "Are you sure you want to duplicate the role ...?"
-#The list of roles will now show the "... copy 1" at the bottom. For example "Guest copy 1".
-#Edit the duplicated role to meet your needs.
-==Legacy role types==
-* Legacy role types were implemented for backward compatibility.
-* Selecting a legacy role type in 1.8 (or allowing a legacy capability in 1.7) does NOT provide a new role with all capabilities of a pre-Moodle 1.7 role.
-*It is recommended that a legacy role type is selected only for roles that are similar to pre-Moodle 1.7 student/teacher/admin/creator roles.
-* It is not necessary to select a legacy role type unless using old 3rd party code that was not designed for Moodle 1.7 and doesn't yet support roles.
-==Displaying the role in course listings==
-New roles will not by default be displayed in course listings (even if copied from a role that already is). This is controlled from the [[Course managers]] administration page.
-==Consider Assignments and Overrides==
-A newly created or copied role does not have the ability to override or assign any other roles. You should consider if you need to allow the role such rights
+==Allow role assignments==
-==Testing a new role==
+The 'Allow role assignments' tab is for setting which roles each role can assign other users to.
-#Create test user and assign new role to them.
+[[File:Allowroleassignments.png]]
-#Either logout as admin and then login as test user or use a different browser to login as test user.
-Note: Role changes only take effect after the next login from that user. New roles may not be tested using the "Switch role to..." feature.
+===Enabling teachers to assign other teachers===
+By default, teachers can only assign other users the roles of non-editing teachers, students and guests. If you want teachers to be able to assign other teachers in their course, you can allow the role assignment:
-==Example roles==
+#Click on ''Settings > Site administration > Users > Permissions > Define roles''.
+#Click the Allow role assignments tab.
+#Click the checkbox where the teacher row and column intersect.
+#Click the "Save changes" button.
-*[[Inspector role|Inspector]] - for providing external inspectors with permission to view all courses (without being required to enrol)
+==Allow role overrides==
-*[[Parent role|Parent]] - for providing parents/mentors/tutors with permission to view certain information about their children/mentees/tutees
-*[[Demo teacher role|Demo teacher]] - for providing a demonstration teacher account with a password which can't be changed
-*[[Forum moderator role]] - for providing a user with permission in a particular forum to edit or delete forum posts, split discussions and move discussions to other forums
-*[[Keyholder role]] - for setting the person named as holding a course [[Enrolment key|enrolment key]]
-==See also==
+The 'Allow role overrides' tab is for setting which roles can be overridden by each role. Note that the settings only apply to users who have the capabilities [[Capabilities/moodle/role:override|moodle/role:override]] or [[Capabilities/moodle/role:safeoverride|moodle/role:safeoverride]] allowed.
-*Using Moodle [http://moodle.org/mod/forum/discuss.php?d=66782 What happens if a user has multiple roles in a course?] forum discussion
+==Allow role switches==
-[[Category:Administrator]]
+The 'Allow role switches' tab is for setting which roles a user may switch to, based on which roles they already have. In addition to an entry in this table, a user must also have the moodle/role:switchroles capability to be able to switch.
-[[Category:Roles]]
 [[es:Gestionar_roles]]
+[[eu:Rolak_kudeatu]]
 [[fr:Définir les rôles]]
 [[ja:ロールの管理]]
+[[de:Rollen verwalten]]

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