The default Manager role enables users assigned the role to access courses and modify them, as well as perform certain administrative level tasks related to courses, users, grade settings, etc.
Unlike the administrator role, the Manager role is a 'real role', whose capabilities you can edit, but is similar to Administrator (but much safer to use) due to its broad default powers. As a normal role, like Course Creator or Teacher, while the Manager role has almost very many capabilities by default, you can edit that role if you choose.
(The way permission checks work in the Moodle code is that there is a function called has_capability. For admins, has_capability will always return true, no matter how the roles are set up. Thus there is no way to edit what permissions an Administrator has.)
Adopting a best-practice based on the Principle of Least Privilege suggests that Admins should normally use a Manager role, and not use an Administrator account, similar to the way you are recommended not to log into Linux as root.
The Manager role therefore allows a site Administrator to give very powerful roles to others who are assigned a Manager role, but without having to give them a full Administrator role.
Assigning the role of Manager at the Site level
You can give someone the Manager role sitewide (to enable them for instance to add new users) by going to Site Administration>Users>Permissions>Assign system roles, selecting the Manager role and moving over your chosen user.
When you do so, users in that role will have access to only some of the items in Site administration. They do not have access to areas such as Security, Server, Plugins, Appearance, or Advanced Features, which are reserved for those in the Site administrators group. They have access to most of the tools for User, Course and Grade system settings and tools.
Specifically the sitewide Manager role can see these in Site administration:
Users Accounts Browse list of users Bulk user actions Add a new user Cohorts Upload users Upload user pictures Permissions Define roles Assign system role Check system permissions Capability overview Courses Add/edit courses Backups General backup defaults Automated backup setup Grades General settings Grade category settings Grade item settings Scales Letters Report settings Language Language customisation Front page Front page settings Front page roles Front page filters Front page backup Front page restore Front page questions Reports Comments Backups Course overview Logs Live logs Question instances Security overview Statistics
- Some of these can further restricted by editing specific capabilities of the role, e.g., create users, upload users from a file, manual enrolments, managing cohorts, language customisation, et cet.
- Manager has access to Front page same as with other courses (as it is technically a course).
- Manager has access to most system level reports but not the Configuration report.
- Manager has the ability to assign other users as a sitewide Manager
- Also, a Manager has the ability to edit the role of Manager itself - to disable this, you could prohibit the Create and manage roles moodle/role:manage capability
Assigning the role of Manager at the Category level
The Manager role can also be assigned in the context Category rather than sitewide.
Do this if you want someone to be able to have access to all the courses in a single category and manage them, but do not want them to have access to any of Site administration tools.
Assign this as follows: Site administration > Courses > Add/edit courses > (select a category) > Edit this category > Administration block: Assign roles > Manager > (select user) Add
- A category-level manager is so only for the assigned category: to manage more than one category, you will need to assign them that role in each category separately
- Category-level managers also manage any sub-categories beneath the category they are assigned, including create new subcategories and move courses
- They can create courses in the their assigned categories
- A category-level manager will not have as many capabilities as a site-level manager, since certain capabilities can only be applied in the system context i.e. via a system role
- Regarding the capability to login as another user, for courses within the category that they manage, a category-level manager can only login as another course participant and browse within that course only
Note that in some commands are in the Administration block. Managers must Turn editing on in order to have Edit category and Add category links. The screenshot below is a view of the Administration block for a Category level Manager with Editing turned on, showing the Edit this category and Add a sub-category commands: