Creating custom roles: Difference between revisions

Latest revision as of 11:31, 23 September 2014

Creating a new role

To create a custom role:

Go to Administration > Site administration > Users > Permissions > Define roles.
Click the "Add a new role" button.
Select template for the new role or upload a preset
Give the role a Short name e.g. 'Parent'.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).
You must provide a full name for all custom roles. If you need to name the role for multiple languages you can use multi-lang syntax if you wish.
Give the role a description (optional).
Select an appropriate role archetype (see below for further information).
Select the contexts where the role may be assigned e.g. 'User' for Parent role.
Set permissions as required.
Scroll to the top or bottom of the page and click the "Create this role" button.

Adding a new role and setting context types

Choose "Allow" where required

Extra options with "Show advanced" enabled

Role archetypes

A role archetype

Is a hard-coded template for a role
Is used during upgrades when adding defaults for new capabilities - no archetype = no new capabilities during upgrade
Is used during when resetting a role to determine the defaults - no archetype = reset removes all capabilities

There is no need to set a role archetype for custom roles used for overrides or if the site admin wants to specify new capabilities manually after upgrading.

The archetypes (which relate directly to the built-in roles) are:

manager
coursecreator
editingteacher
teacher
guest
user
frontpage

Creating a duplicate role

To create a duplicate role:

Go to Administration > Site administration > Users > Permissions > Define roles.
Click the "Add a new role" button.
Select existing role as a template
Give a name and set permissions for your new role; scroll down and click "Create this role".

New role considerations

A new role is not automatically listed in course descriptions even if was created by copying a role that is listed, such as Teacher. If you want the new role to appear in the course listing, you must set it explicitly via Administration > Site administration > Appearance > Courses>Course Contacts"

Testing a new role

Administration > Switch role to Use the "Switch role to" link to see what another role will see in that context.

Since switching roles confines you to those roles you can assign in a course context, this method is only useful for testing course-scoped capabilities (i.e. it will not be useful for testing permissions that apply outside the course context, like moodle/user:edit).

Tip: You can always create test user and assign the new role to them. Then logout as admin and login as the test user. This is really the best way to test a new role.

Example custom roles

Parent - for providing parents/mentors/tutors with permission to view certain information about their children/mentees/tutees
Demo teacher - for providing a demonstration teacher account with a password which can't be changed
Forum moderator - for providing a user with permission in a particular forum to edit or delete forum posts, split discussions and move discussions to other forums
Forum poster role - a highly restricted custom role which may be given to a visitor account to enable them to post in forums in a guest access course.
Calendar editor - for enabling a user to add site or course events to the calendar
Blogger - for limiting blogging to specific users only
Quiz user with unlimited time - for allowing a user unlimited time to attempt a quiz which has a time limit set
Question creator - for enabling students to create questions for use in quizzes
Question sharer - for allowing teachers to share questions between courses
Course requester role - for restricting users who can make course requests
Cohort enroller - for allowing teachers to enrol category cohorts into their course
Feedback template creator - for allowing teachers to save as "Public" a Feedback template.
Grading forms publisher for allowing teachers to share Advanced grading forms with others
Grading forms manager for allowing teachers to share Advanced grading forms with others and to delete templates others have created.
Grade viewer for allowing users to view but not edit grades.
Gallery owner role - may be used to provide editing capabilities (add and edit gallery images) to users on individual Lightbox Galleries.

@@ Line 1: / Line 1: @@
-{{Roles and capabilities}}
+{{Roles}}
+==Creating a new role==
-Custom Roles are roles that are not part of the core code, not downloaded with the installation files. There are always reasons to establish a custom role, and each custom role needs to be created. The basic process is the same for all custom roles so in this page we will create a role then use it as a [[Parent Role]].
+To create a custom role:
+#Go to ''Administration > Site administration > Users > Permissions > Define roles''.
+#Click the "Add a new role" button.
+#Select template for the new role or upload a preset
+#Give the role a Short name e.g. 'Parent'.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).
+#You must provide a full name for all custom roles. If you need to name the role for multiple languages you can use [[Multi language content|multi-lang syntax]] if you wish.
+#Give the role a description (optional).
+#Select an appropriate role archetype (see below for further information).
+#Select the contexts where the role may be assigned e.g. 'User' for Parent role.
+#Set permissions as required.
+#Scroll to the top or bottom of the page and click the "Create this role" button.
-Go to: '''Site Administration > Users > Permissions > Define Roles'''
-Scroll to the bottom of the page and click on Add New Role button.
-This brings up the Adding a new role screen.
+{|
+|-
+| [[Image:addinganewrole26.png|thumb|Adding a new role and setting context types]]
+| [[Image:permissions125.png|thumb|Choose "Allow" where required]]
+| [[Image:permissions225.png|thumb|Extra options with "Show advanced" enabled]]
+|-
+|}
-In the Role name dialog, enter the name of the role that you want to create, "Parent" and retype the name in the "Short name" dialog.
+==Role archetypes==
-In the Summary dialog enter something like as shown here:
+A role archetype
-[[Image:CustomRole01.png|frame|center|Naming a Custom Role]]
+* Is a hard-coded template for a role
+* Is used during upgrades when adding defaults for new capabilities - no archetype = no new capabilities during upgrade
+* Is used during when resetting a role to determine the defaults - no archetype = reset removes all capabilities
-Moodle 2 uses Roles in a context, so we have to place the Role into a context so we can use it. Scroll down to "Context where this role may be assigned" and click on the User check box.
+There is no need to set a role archetype for custom roles used for overrides or if the site admin wants to specify new capabilities manually after upgrading.
-[[Image:customrole02.png|frame|center|Providing a context for the Custom Role]]
+The archetypes (which relate directly to the built-in roles) are:
+* manager
+* coursecreator
+* editingteacher
+* teacher
+* guest
+* user
+* frontpage
-We then need to scroll back up to the top of the page and click the "Create this role" button.
+==Creating a duplicate role==
-[[Image:customrole03.png|frame|center|Saving the new Custom Role]]
+To create a duplicate role:
+#Go to ''Administration > Site administration > Users > Permissions > Define roles''.
+#Click the "Add a new role" button.
+#Select existing role as a template
+#Give a name and set permissions for your new role; scroll down and click "Create this role".
-This creates a Custom Role and it is the Context in which the role is to be used that determines what [[Role_permissions|permissions]] the role actually begins with. If you wish to use the role in a particular way, then you may want change permissions to suit your purpose, as in this [[Parent_Role|Parent role]].
+==New role considerations==
-As you get more familiar with the ideas of custom roles, and you have a better idea of the permissions and capabilities you want the role to actually have when you create it, you will find that you can edit the capabilities of that role on this same page you used to create the Role.
+A new role is not automatically listed in course descriptions even if was created by copying a role that is listed, such as Teacher. If you want the new role to appear in the course listing, you must set it explicitly via ''Administration > Site administration > Appearance > Courses>Course Contacts"
-Once the Custom Role has been created, it then needs to be managed appropriately. In the graphic below, there are three more tabs that can be visited to assign permissions to access and assign the Custom Role in all circumstances.
+==Testing a new role==
+''Administration > Switch role to''
+Use the "Switch role to" link to see what another role will see in that context.
-[[Image:customrole16.png|frame|center|Assigning rights to access and assign the new Custom Role]]
+Since switching roles confines you to those roles you can assign in a course context, this method is only useful for testing course-scoped capabilities (i.e. it will not be useful for testing permissions that apply outside the course context, like moodle/user:edit).
-In this case, the Admin User, the Manager and a Teacher can all assign rights to this role.
+''Tip:'' You can always create test user and assign the new role to them.  Then logout as admin and login as the test user.  This is really the best way to test a new role.
-:'''Tip:''' It is suggested, although not always recommended, that Teachers be given the rights to switch their Roles to Non-Editing Teacher, to Student, to Guest, if Guests are allowed on the site as well as to any Custom Role that access a Course. The reasons for this are obvious - but if stated then it would have to be that the Teacher can check to ensure the Role works as it should work, as they want it to work.
+==Example custom roles==
+*[[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|Forum moderator]] - for providing a user with permission in a particular forum to edit or delete forum posts, split discussions and move discussions to other forums
+*[[Forum poster role]] - a highly restricted custom role which may be given to a visitor account to enable them to post in forums in a guest access course.
+*[[Calendar editor role|Calendar editor]] - for enabling a user to add site or course events to the calendar
+*[[Blogger role|Blogger]] - for limiting blogging to specific users only
+*[[Quiz user with unlimited time role|Quiz user with unlimited time]] - for allowing a user unlimited time to attempt a quiz which has a time limit set
+*[[Question creator role|Question creator]] - for enabling students to create questions for use in quizzes
+*[[Question sharer]] - for allowing teachers to share questions between courses
+*[[Course requester role]] - for restricting users who can make course requests
+*[[Cohort enroller]] - for allowing teachers to enrol category cohorts into their course
+*[[Feedback template creator]] - for allowing teachers to save as "Public" a Feedback template.
+*[[Grading forms publisher]] for allowing teachers to share Advanced grading forms with others
+*[[Grading forms manager]] for allowing teachers to share Advanced grading forms with others and to delete templates others have created.
+*[[Grade viewer]] for allowing users to view but not edit grades.
+*[[Gallery owner role]] - may be used to provide editing capabilities (add and edit gallery images) to users on individual Lightbox Galleries.
+==See also==
+Using Moodle forum discussions:
+* [http://moodle.org/mod/forum/discuss.php?d=66782 What happens if a user has multiple roles in a course?]
+* [http://moodle.org/mod/forum/discuss.php?d=90140 logged in: what role am I?]
+* For more information, Ask questions and get answers on the [http://moodle.org/mod/forum/view.php?id=6826 "Roles and Permissions"] forum.
+[[Category:Site administration]]
+[[de:Neue Rollen anlegen]]
+[[es:Crear roles personalizados]]
+[[fr:Création_de_rôles_personnalisés]]

Documentation