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{{Sitewide role settings}}
{{Roles}}
<p class="note">'''Please refer to [[TOC_with_notes#Sitewide role settings|these notes]] before editing this page.'''</p>
==User policies==
Location: ''Administration > Users > Permissions > User policies'' (in Moodle 1.7 onwards)
The following settings may be changed by an administrator in ''User policies'' in the Site administration.


==Role for visitors==
===Role for visitors===
Users who are not logged in to the site will be treated as if they have the role specified here, granted to them at the site context. The role of Guest is the default and the recommended setting for standard Moodle sites. The user will still be required to login to participate in an activity.
Users who are not logged in to the site will be treated as if they have the role specified here, granted to them at the site context. The role of Guest is the default and the recommended setting for standard Moodle sites. The user will still be required to login to participate in an activity.


==Role for guest==
===Role for guest===
This option specifies the role that will automatically be assigned to the guest user. This role is also temporarily assigned to non enrolled users when they enter a course that allows guests without password.
This option specifies the role that will automatically be assigned to the guest user. This role is also temporarily assigned to non enrolled users when they enter a course that allows guests without password.


==Default role for all users==
(If you wish to deny guest access to a site altogether, the guest login button should be set to hide in ''Manage authentication'' in the Site administration.)


The default role for all users should normally be set to [[Authenticated user]]. If it is set to Student then the result is that all students are enrolled on all courses.
===Default role for all users===


Note: The default role for all users should ''never'' be set to [[Guest]], except in Moodle 1.7, as this version does not have an authenticated user role.
It is recommended that the default role for all users is set to [[Authenticated user]]. To set it to a custom role, the custom role must be assignable in the system context and have role archetype set to none.


==Don't return all default role users==
Note: It is not recommended that the default role for all users is set to student.


If the default role for the site allows access to view all users, some deprecated database calls may return the list of all users from the site.  If you are seeing an impact in performance, use this setting to prevent this from happening.
===Auto-login guest===


== Default role for users in a course ==
If not set, then visitors must click the "Login as a guest" button before entering a course which allows [[Guest|guest access]].
 
Note: If auto-login guest is set, the guest login button also needs to be set to show in ''Manage authentication'' in the Site administration, even though visitors won't necessarily use it.
 
===Hide user fields===
The following user fields appear on users' profile pages. Certain user fields are also listed on the course participants page. You can increase student privacy by hiding selected user fields.
 
Description, city/town, country, web page, ICQ number, Skype ID, Yahoo ID, AIM ID, MSN ID, last access, My courses and first access and groups
 
*User fields on users' profile pages are hidden from all users with the capability [[Capabilities/moodle/user:viewhiddendetails|moodle/user:viewhiddendetails]] not set.
*User fields on the course participants page are hidden from all users with the capability [[Capabilities/moodle/course:viewhiddenuserfields|moodle/course:viewhiddenuserfields]] not set.
 
===Show user identity===
 
Any of the following fields may be shown to users with the capability [[Capabilities/moodle/site:viewuseridentity|moodle/site:viewuseridentity]] when searching for users and displaying lists of users.
 
*ID number
*Email address
*Phone number
*Mobile phone
*Department
*Institution
 
This setting is useful for sites with large number of users, where the likelihood of users with the same name is high.
 
Locations where user identity fields are shown are as follows:
 
*User selectors ([[Assign roles]] in some places, [[Groups|groups]], forum subscribers)
*[[Browse list of users]]
*Course participants
*[[Gradebook|Grader report]]
*[[Quiz reports]]
*[[Using SCORM|SCORM reports]]
*[[Using Assignment|Assignment submissions]]
*[[Using Course completion|Course completion report]]
*[[Using Activity completion|Activity completion report]]
*[[Enrolled users|Enroling users]]
 
Tip: Select only one or two fields that are mandatory at your institution. Do not select more than two fields otherwise tables become very wide.


Users who enrol in a course will be automatically assigned the role specified here.
===Full name format===


==Auto-login guest==
See [[Additional name fields]] for details, also about the alternative full name format.


If not set, then visitors must click the "Login as a guest" button before entering a course which allows [[Guest|guest access]].
===Maximum users per page===
 
You can choose here the maximum number of users to be displayed when searching in courses, groups, cohorts etc. The default is 100 but if your Moodle site is very large you can increase the number here.
 
===Enable Gravatar===
 
[http://gravatar.com/ Gravatar] (an abbreviation for globally recognized avatar) is a service for providing globally unique avatars.


Note: If auto-login guest is set, the guest login button also needs to be set to show (via ''Administration > Users > [[Authentication]]''), even though visitors won't necessarily use it.
If a user has not uploaded a user picture, Moodle will check whether the user's email address has an associated gravatar and if so, will use the gravatar as the user's picture.


==Roles that are not synchronised to metacourses==
* [http://www.youtube.com/watch?v=Z4b7tJedlMA Use your Gravatar in Moodle 2.2 screencast]


[[Metacourses]] combine enrolments from multiple courses. You will probably want users to have the same role in the metacourse as in the normal courses. If not, select the roles which should not be synchronised.
===Gravatar default image URL===


==Hide user fields==
In Moodle 2.3.3 onwards, if gravatars are enabled, an alternative default user picture may be specified. The options are:
The following user fields appear on users' profile pages. Certain user fields are also listed on the course participants page. You can increase student privacy by hiding selected user fields.


Description, city/town, country, web page, ICQ number, Skype ID, Yahoo ID, AIM ID, MSN ID, last access, My courses (in Moodle 1.9.4 onwards) and first access and groups (in Moodle 1.9.5 onwards)
* A gravatar default image - by entering a code such as mm. See https://en.gravatar.com/site/implement/images/ for codes of other gravatar default images.
* A specified image - by entering the image URL


*User fields on users' profile pages are hidden from all users with the capability [[Capabilities/moodle/user:viewhiddendetails|moodle/user:viewhiddendetails]] not set.
If the field is left empty then the theme's default user picture is used.
*User fields on the course participants page are hidden from all users with the capability [[Capabilities/moodle/course:viewhiddenuserfields|moodle/course:viewhiddenuserfields]] not set.


==Allow users without the assign roles capability to switch roles==
==Unsupported role assignments==


The [[Capabilities/moodle/role:assign|moodle/role:assign]] capability requirement for users to switch roles may be removed in Moodle 1.9.5 onwards.
Unsupported role assignments are role assignments in contexts that make no sense for that role, such as the course creator role in the course or activity context, or the teacher role in the user context.  


==See also==
Prior to Moodle 2.0, there was no 'Context types where this role may be assigned' setting in the edit role form, and so any role could be assigned in any context. Upon upgrading a site from 1.9, any role assignments in contexts that make no sense for that role are listed as unsupported role assignments.


*[[Front Page settings]] for setting the default front page role in Moodle 1.9 onwards
In general, it is safe to delete all unsupported role assignments. In doing so, the worst that can happen is for a user to be unassigned a custom role; no other data loss will occur.


[[Category:Administrator]]
[[Category:Site administration]]
[[Category:Roles]]


[[fr:Règles Utilisateurs]]
[[de:Einstellungen für Rollen]]
[[fr:Réglages des rôles]]
[[ja:ユーザポリシー]]
[[ja:ユーザポリシー]]
[[es:Políticas para el usuario]]

Latest revision as of 08:45, 29 September 2017


User policies

The following settings may be changed by an administrator in User policies in the Site administration.

Role for visitors

Users who are not logged in to the site will be treated as if they have the role specified here, granted to them at the site context. The role of Guest is the default and the recommended setting for standard Moodle sites. The user will still be required to login to participate in an activity.

Role for guest

This option specifies the role that will automatically be assigned to the guest user. This role is also temporarily assigned to non enrolled users when they enter a course that allows guests without password.

(If you wish to deny guest access to a site altogether, the guest login button should be set to hide in Manage authentication in the Site administration.)

Default role for all users

It is recommended that the default role for all users is set to Authenticated user. To set it to a custom role, the custom role must be assignable in the system context and have role archetype set to none.

Note: It is not recommended that the default role for all users is set to student.

Auto-login guest

If not set, then visitors must click the "Login as a guest" button before entering a course which allows guest access.

Note: If auto-login guest is set, the guest login button also needs to be set to show in Manage authentication in the Site administration, even though visitors won't necessarily use it.

Hide user fields

The following user fields appear on users' profile pages. Certain user fields are also listed on the course participants page. You can increase student privacy by hiding selected user fields.

Description, city/town, country, web page, ICQ number, Skype ID, Yahoo ID, AIM ID, MSN ID, last access, My courses and first access and groups

Show user identity

Any of the following fields may be shown to users with the capability moodle/site:viewuseridentity when searching for users and displaying lists of users.

  • ID number
  • Email address
  • Phone number
  • Mobile phone
  • Department
  • Institution

This setting is useful for sites with large number of users, where the likelihood of users with the same name is high.

Locations where user identity fields are shown are as follows:

Tip: Select only one or two fields that are mandatory at your institution. Do not select more than two fields otherwise tables become very wide.

Full name format

See Additional name fields for details, also about the alternative full name format.

Maximum users per page

You can choose here the maximum number of users to be displayed when searching in courses, groups, cohorts etc. The default is 100 but if your Moodle site is very large you can increase the number here.

Enable Gravatar

Gravatar (an abbreviation for globally recognized avatar) is a service for providing globally unique avatars.

If a user has not uploaded a user picture, Moodle will check whether the user's email address has an associated gravatar and if so, will use the gravatar as the user's picture.

Gravatar default image URL

In Moodle 2.3.3 onwards, if gravatars are enabled, an alternative default user picture may be specified. The options are:

If the field is left empty then the theme's default user picture is used.

Unsupported role assignments

Unsupported role assignments are role assignments in contexts that make no sense for that role, such as the course creator role in the course or activity context, or the teacher role in the user context.

Prior to Moodle 2.0, there was no 'Context types where this role may be assigned' setting in the edit role form, and so any role could be assigned in any context. Upon upgrading a site from 1.9, any role assignments in contexts that make no sense for that role are listed as unsupported role assignments.

In general, it is safe to delete all unsupported role assignments. In doing so, the worst that can happen is for a user to be unassigned a custom role; no other data loss will occur.