Note: This documentation is for Moodle 2.7. For up-to-date documentation see Creating custom roles.

Creating custom roles: Difference between revisions

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{{Roles and capabilities}}
{{Roles and capabilities}}
<p class="note">'''Please refer to [[TOC_with_notes#Roles and capabilities|these notes]] before editing this page.'''</p>


 
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]].  
Custom Roles are roles that are not part of the core code, not dowloaded with the installation files. There are always reasons to establish a custome 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]].  


We can start this exercise by adding a role  the name of "Perant Test" to our Moodle and we are going to link this parent to "Stedunt Test", a test tole we have for students in our Moodle.   
We can start this exercise by adding a role  the name of "Perant Test" to our Moodle and we are going to link this parent to "Stedunt Test", a test tole we have for students in our Moodle.   
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[[Image:customrole03.png|frame|center|Saving the new Custom Role]]
[[Image:customrole03.png|frame|center|Saving the new Custom Role]]


This creates a Custom Role and it is the Context in which the role is to be used that determines what permissions the role actually begins with.
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].

Revision as of 23:05, 21 July 2011

Template:Roles and capabilities

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.

We can start this exercise by adding a role the name of "Perant Test" to our Moodle and we are going to link this parent to "Stedunt Test", a test tole we have for students in our Moodle.

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.

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.

In the Summary dialog enter something like as shown here:

Naming a Custom Role

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.

Providing a context for the Custom Role

We then need to scroll back up to the top of the page and click the "Create this role" button.

Saving the new Custom 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].