Difference between revisions of "Roles FAQ"

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{{Roles and capabilities}}
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{{Roles}}
 
==What is the definition of a...==
 
==What is the definition of a...==
  
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==Why isn't my role change taking effect?==
 
==Why isn't my role change taking effect?==
  
Manual role assignments and overrides take effect immediately. However automatic role assignments that result from changes to certain user policies (for example, Default front page role) may be delayed until the next login.
+
Certain capabilities e.g. [[Capabilities/moodle/user:changeownpassword|moodle/user:changeownpassword]] may only be applied in the system context, so giving such permissions by assigning a role in the course context will have no effect.
  
If you are testing a new role, [[Manage_roles#Testing_a_new_role | here are some suggestions]].
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==Why do some users I know are in my course not appear in ''Participants''?==
  
Also, please check the context in which the role is assigned. Certain capabilities e.g. [[Capabilities/moodle/user:update|moodle/user:update]] may only be applied in the System context, so giving such permissions in the course context will have no effect.
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Users assigned roles in a higher context, for example users assigned the role of teacher in the course category are technically not enrolled in the course and so will not appear in the Participants link in the [[Navigation block]] but can be found via ''Course administration > Users > Other users''.
  
==Why do I not have my Course creator role when I also have a student role in my course?==
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==How can I prevent a user from changing their own password?==
 
 
If a user has two roles assigned for a course the system will default to the lowest level role, in this case the Student Role. The best advice is to hold only one role.  If you want to see things from the student perspective use the switch roles to function or create a phantom student.
 
 
 
==Why are there differences in the users listed as course participants and users assigned roles in a course?==
 
 
 
Users assigned roles in a higher context, for example users assigned the role of teacher in a course category context, may appear as course participants. The discussion [http://moodle.org/mod/forum/discuss.php?d=59900 Discrepancies between Assign Roles lists and Participants list] contains a longer explanation.
 
 
 
==How can I prevent administrators being listed as course participants?==
 
Make sure that administrators are not assigned another role on the system, category or course contexts.
 
 
 
==When defining roles, what is the difference between Prevent and Not set?==
 
 
 
Short answer: When defining roles, you almost always want to use Allow or Not set. Prevent is for special occasions.
 
 
 
If the permission for capability X is 'Not set', then having the roles does not let you do X, but something else might.
 
 
 
If the permission for capability X is 'Prevent', then having that role actively prevents you from doing X. (Unless a more specific 'Allow' exists.)
 
 
 
Some examples: Suppose you are in a course, and you have role Student in the course, and role Authenticated user in the site, so the Student role is more specific in this course.
 
* If Student has '''Not set''', and Authenticated user has '''Not set''', then you '''are not''' allowed to do X.
 
* If Student has '''Not set''', and Authenticated user has '''Allow''', then you '''are''' allowed to do X.
 
* If Student has '''Prevent''', and Authenticated user has '''Allow''', then you '''are not''' allowed to do X.
 
* If Student has '''Allow''', and Authenticated user has '''Prevent''', then you '''are''' allowed to do X.
 
 
 
For the full story, see [[How permissions are calculated]].
 
  
==How can I prevent a user from changing their own password?==
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==== Using roles ====
  
To prevent a user from changing their own password, you must make sure they do not have [[Capabilities/moodle/user:changeownpassword|moodle/user:changeownpassword]] (in Moodle 1.9 onwards) = Allow in the System context. The Authenticated user role (which is assigned to users in the System context) has moodle/user:changeownpassword = Allow by default, so you have two choices:  
+
To prevent a user from changing their own password, you must make sure they do not have [[Capabilities/moodle/user:changeownpassword|moodle/user:changeownpassword]] = Allow in the System context. The Authenticated user role (which is assigned to users in the System context) has moodle/user:changeownpassword = Allow by default, so you have two choices:  
 
# Edit Authenticated user, setting moodle/user:changeownpassword = Not set  
 
# Edit Authenticated user, setting moodle/user:changeownpassword = Not set  
# Create a new role CannotChangeOwnPassword with moodle/user:changeownpassword = Prevent and all other permissions Not set and assign the role to selected users in the System context (Site administration -> Users -> Permissions -> Assign system roles).  
+
# Create a new role CannotChangeOwnPassword with moodle/user:changeownpassword = Prevent and all other permissions Not set. Choose "system" for the context type  and assign the role to selected users in the System context via ''Administration>Site administration -> Users -> Permissions -> Assign system roles).''
  
 
Choice (1) will prevent ''all'' users from changing their passwords (except for the administrator, who can do anything).  To selectively allow selected users (say teachers) to change their passwords, you could create a new role CanChangeOwnPassword with moodle/user:changeownpassword = Allow and all other permissions not set and assign the role to selected users in the System context (Site administration -> Users -> Permissions -> Assign system roles).
 
Choice (1) will prevent ''all'' users from changing their passwords (except for the administrator, who can do anything).  To selectively allow selected users (say teachers) to change their passwords, you could create a new role CanChangeOwnPassword with moodle/user:changeownpassword = Allow and all other permissions not set and assign the role to selected users in the System context (Site administration -> Users -> Permissions -> Assign system roles).
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Note that you MUST deal with this permission in the System context.
 
Note that you MUST deal with this permission in the System context.
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 +
==== Alternative solution ====
 +
 +
Go to Site administration > Plugins > Manage authentication plugins. Find the 'forgottenpasswordurl' setting and point it to a static HTML page on your server (or even a Moodle Page resource on the front page). Explain your password policy on that page. This stops users changing passwords. This applies to ALL users, however, so admins will need to fix any lost passwords for the whole site.
  
 
==How can I prevent a user from editing their own profile?==
 
==How can I prevent a user from editing their own profile?==
  
See [[Roles_FAQ#How can I prevent a user from changing their own password? | How can I prevent a user from changing their own password?]]  The answer to this question is the same if you substitute ''edit their own profile'' for ''change their own password'' and ''[[Capabilities/moodle/user:editownprofile|moodle/user:editownprofile]]'' (in Moodle 1.9 onwards) for ''moodle/user:changeownpassword.''
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See [[Roles_FAQ#How can I prevent a user from changing their own password? | How can I prevent a user from changing their own password?]]  The answer to this question is the same if you substitute ''edit their own profile'' for ''change their own password'' and ''[[Capabilities/moodle/user:editownprofile|moodle/user:editownprofile]]'' for ''moodle/user:changeownpassword.''
 +
 
 +
== How can I allow a "test" Student user to see courses that are hidden?==
  
==Do roles have an inheritance relationship?==
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Having a test user to try out courses before you open them to regular students is useful. But if the course is hidden, then the enroled test student will not be able to see it. The solution to this problem, if you do not wish to make the hidden course visible yet, is to create a ''Student tester rol'', a clone of the default Student role and then set the ability to see hidden courses to Allow.
  
No. Roles are completely independent.
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* Create a new role in ''Site administration > Users > Permissions > Define roles > Add a new role'', then for ''Use role or archtype'' choose ''ARCHETYPE: Student'' (or Student if you have customized the default Student role already)
 +
* Give the role a new shortname and fullname as appropriate, e.g. studenttester, Student Tester
 +
* Change the 'View hidden courses' [[Capabilities/moodle/course:viewhiddencourses|course:viewhiddencourses]] capability from Not Set to Allow
 +
* Click the 'Create this role button'
  
* When you create a new role by copying an existing role, it is just like copying a file: the original and the copy are identical at the outset, but the copy has no ongoing relationship with the original.  Changes to the original do not affect the copy and ''vice versa''.
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Now enrol your test student in the course using this new role instead of the Student role, and they will be able to see and work in the course as a normal student even when the course is hidden. They will not be able to see other hidden courses in which they are not enroled.
* When you create a new role and select a value such as LEGACY:Student from the Legacy role type dropdown, you are not "inheriting" from the Student role.  You are simply indicating that you want your role to have the same defaults as Student.
 
* Course creator does not "inherit" from Teacher (a common misconception).  As with all roles, the two roles are completely independent.  Course creator is actually a very simple role that can basically only create courses and not much else.  However a user who creates a course can be automatically assigned the role of Teacher in the newly-created course (the default in site settings).  This is how a course creator gets her teaching abilities within a course.
 
* Since roles are independent of each other, ordering roles at Site Administration > Users > Permissions > Define roles does not have any impact on capabilities or permissions. The only effect of ordering roles is how they are displayed in each context.
 
* When a Moodle site is upgraded with new capabilities, the "ARCHTYPE" role determines the initial permissions for those new capabilities.
 
  
 
==How do I change the name for "teacher" in the course description?==
 
==How do I change the name for "teacher" in the course description?==
  
 
Either
 
Either
* Edit the role of Teacher via ''Administration > Users > Permissions > Define roles'' and rename it. The new name will apply site-wide.
+
* Edit the role of Teacher via ''Site administration > Users > Permissions > Define roles'' and rename it. The new name will apply site-wide.
 
Or
 
Or
* Create a duplicate teacher role with an alternative name and assign users the duplicate teacher role as appropriate in the course context. In ''Administration > Appearance > Course contact'' select the alternative name for teacher that you wish to be displayed in the course description when courses are listed. For example, copy the standard teacher role and call it Instructor and only show that role as the course contact.
+
* Create a duplicate teacher role with an alternative name and assign users the duplicate teacher role as appropriate in the course context. In ''Site administration > Appearance > Course contact'' select the alternative name for teacher that you wish to be displayed in the course description when courses are listed. For example, copy the standard teacher role and call it Instructor and only show that role as the course contact.
 
Or
 
Or
 
* Create a new "dummy" role (no capabilities) with those names and assign them to teachers along with the real roles. select the alternative name for teacher that you wish to be displayed in the course description when courses are listed.  For example, copy the guest role, call it Lead Teacher and make this the course contact.  You may have 5 teachers in the course but only one name will appear as Lead Teacher.  If nobody is assigned the role Lead Teacher, no course contact will show.
 
* Create a new "dummy" role (no capabilities) with those names and assign them to teachers along with the real roles. select the alternative name for teacher that you wish to be displayed in the course description when courses are listed.  For example, copy the guest role, call it Lead Teacher and make this the course contact.  You may have 5 teachers in the course but only one name will appear as Lead Teacher.  If nobody is assigned the role Lead Teacher, no course contact will show.
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==How do I enable teachers to assign other teachers in a course?==
 
==How do I enable teachers to assign other teachers in a course?==
  
This is disabled by default but it can be switched on by modifying the teacher's role. In ''Siite administration > Users > Permissions > Define roles'' select the "Allow role assignments" tab and tick the checkbox where Teacher and Teacher intersect.
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This is disabled by default but it can be switched on by modifying the teacher's role. In ''Site administration > Users > Permissions > Define roles'' select the "Allow role assignments" tab and tick the checkbox where Teacher and Teacher intersect.
  
 
==Why doesn't "Switch role to.." within a course seem to work properly?==
 
==Why doesn't "Switch role to.." within a course seem to work properly?==
  
This feature is intended for teachers so that they can see how their course appears for students. It isn't a reliable view however, as some features do not display correctly when viewed by a teacher who has switched their role to a student. For that reason  it is always preferable where possible to have a "test" student log in to use.
+
This feature is intended for teachers so that they can see how their course appears for students. It isn't a reliable view however, as some features do not display correctly when viewed by a teacher who has switched their role to a student. Certain actions (specifically submitting assignments) are excluded from working with 'switch roles' (as the submitted work would not be visible on the grading pages, due to the user not having the 'submit' permission when they have not switched roles).For that reason  it is always preferable where possible to have a "test" student log in to use.
  
Further information about this feature can be found in [[Switch roles]] and the paragraph on testing a new role in [[Manage roles]].
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==How can I allow a non-editing teacher to "switch role to " a student?==
  
==Are there any example roles?==
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# In ''Site administration > Users > Permissions > Define roles'', edit the non-editing teacher role and set the capability "moodle/role:switchroles" to "allow". This will then allow them to switch their role to a student or a guest (as defined on the ''Allow role switches'' screen.)
  
Yes, as follows:
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==I accidentally deleted a default role. How do I get it back?==
  
*[[Inspector role|Inspector]] - for providing external inspectors with permission to view all courses (without being required to enrol)
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# Go to ''Site administration > Users > Permissions > Define roles'' and click the 'Add a new role' button
*[[Parent role|Parent]] - for providing parents/mentors/tutors with permission to view certain information about their children/mentees/tutees
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# Select the role e.g. Teacher to use
*[[Demo teacher role|Demo teacher]] - for providing a demonstration teacher account with a password which can't be changed
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# Click continue
*[[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
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# Fill in the short name and custom full name
*[[Calendar editor role|Calendar editor]] - for providing a user with permission to add site events to the calendar
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# Click the 'Create this role' button
*[[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
 
*[[Course requester role]] - for restricting users who can make course requests
 
  
==Logged-in users can't read the site news. What can I do?==
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==Are there any example roles?==
  
See [[News forum]] for details.
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Yes. See [[Creating_custom_roles#Example_custom_roles| the current list]].
  
 
==How do I enable logged-in users to participate in front page activities?==
 
==How do I enable logged-in users to participate in front page activities?==
  
 
Either:
 
Either:
#Access ''Site administration > Front Page > Users > Permissions> Assign roles''
+
 
#Select the role you wish to add individual users to
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# Go to ''Administration > Site administration > Users > Permissions > Define roles'' and edit the 'Authenticated user on frontpage' role
#Select all or some of the users in the potential users list
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# Allow capabilities for the front page activities
#Use the left-facing arrow button to add them to the existing users list
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# Click the 'Save changes' button
  
 
Or:
 
Or:
#Access ''Site Administration > Front Page > Front Page settings''
 
#Set the default front page role to student.
 
  
:Note: Setting the default front page role to student is not sufficient to enable logged-in users to participate in a Front Page "Choice activity". A permissions override should be used instead.
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# Go to ''Administration > Site administration > Front Page > Front Page settings''
 +
# Set the default front page role to student
 +
# Click the 'Save changes' button
 +
 
 +
==How can I prevent students from editing their profile?==
 +
 
 +
If you only want students to be prevented from editing their profile, and not all users, you can create a new role, such as Restricted user as described in the [[Demo teacher role]], with moodle/user:editownprofile set to prevent, and assign it to all students in the system context.
 +
 
 +
Alternatively, you could change moodle/user:editownprofile to not set for the [[Authenticated user role]], then create a new role for teachers with moodle/user:editownprofile set to allow.
  
==How do I copy a custom role from one Moodle site to another==
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==Why can't I add teachers or students site wide in Moodle?==
  
There is no import and export facility for roles, but it can be achieved nearly as easily using backup and restore.
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You can, however teachers and students typically work in one or more individual courses. It is unusual for a student to be studying every single course on your Moodle and unusual for a teacher to be teaching every single course. Therefore, the default Moodle does not use these as system wide roles.  The Manager role might be one that makes sense to assign on a system or category context.
  
# Create an empty course with all the default settings
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To assign a teacher or student site-wide
# Assign anybody to your custom role (or roles) within the course
 
# Backup the course (all defaults are fine)
 
# Download the backup file
 
# Upload the backup file to the site files of the target Moodle
 
# Restore the course (all defaults are fine)
 
# Delete the course.
 
  
You will find that the custom roles have been recreated in the target site.
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# Go to ''Site administration > Users > Permissions > Define roles'' and edit the role to include the ''system'' context.  
 +
#Then search for and allow the capability [[Capabilities/moodle/course:view|moodle/course:view]]
 +
#Then assign users to this role via ''Administration>Site administration>Users>Permissions>Assign system roles''
  
==What is the difference between the capabilities moodle/role:override and moodle/role:safeoverride?==
+
It might be preferable to create a new role based on the teacher or student and assign this in the System context.  Then assign individuals to that role.
  
The capability [[Capabilities/moodle/role:safeoverride|moodle/role:safeoverride]] was added to Moodle 1.9.3 onwards, as a way of enabling teachers to [[Override permissions|override permissions]] safely. The capability moodle/role:override allows a user to override all permissions, whereas moodle/role:safeoverride only allows a user to override capabilities that do not have major risks attached to them.
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==Why isn't my custom role listed as an available role for assigning?==
  
==How can I prevent students from editing their profile?==
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When adding/editing a custom role, be sure to tick one or more context types where the role may be assigned.
 +
 
 +
[[File:context types where role may be assigned.png]]
 +
 
 +
==How can I set a role back to default?==
 +
 
 +
# Go to ''Site administration > Users > Permissions > Define roles'' and click on the name of the role
 +
# Click the Reset button
 +
# Select items for reset as desired
 +
# Click the continue button.
  
If you only want students to be prevented from editing their profile, and not all users, you can create a new role, such as Restricted user as described in the [[Demo teacher role]], with moodle/user:editownprofile set to prevent, and assign it to all students in the system context.
+
==Permissions don't seem to be working correctly. What can I do?==
  
Alternatively, you could change moodle/user:editownprofile to not set for the [[Authenticated user role]], then create a new role for teachers with moodle/user:editownprofile set to allow.
+
[[File:reviewing badge permissions.png|thumb|Reviewing role permissions]]It is recommended that permissions for each role are reviewed and set according to the role archetype.
  
==Why can't I add teachers or students site wide in Moodle?==
+
# Go to ''Administration > Site administration > Users > Permissions > Define roles'' and click the edit icon opposite a role
You can but it is not a best practice. 'Settings > Site administration > Users> Permissions> Assign system roles'' .
+
# Click the 'Show advanced' button to reveal the different permission settings
*Teachers and students typically work in one or more individual courses. It is unusual for a student to be studying every single course on your Moodle and unusual for a teacher to be teaching every single course. Therefore, the default Moodle does use these as system wide roles.  The Manager role might be one that makes sense to assign on a system or category context.
+
# Review permissions (filtering for particular permissions as appropriate) and, unless there is a good reason to do otherwise, change permissions so that all are set to the highlighted value
*Alternatively, you could create a new role based on the teacher or student and assign this in the System context.  Then assign individuals to that role.
+
# Click the 'Save changes' button
 +
# Repeat steps 1 to 4 for each role
  
== See also ==
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==Is there a role that can be safely used for a government inspector/supervisor ?==
 +
The  [https://github.com/3-bits/moodle-role_sepe SEPE] role is used for a (Spanish) government supervisor who can access all Moodle courses without being able to change anything. It can be used in any other country/ language.
  
* [[Roles and capabilities]]
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==What is the "none" role?==
* [[Useful things a teacher can do with roles]]
+
It is possible to enrol users into a course so they appear as participants, but since they do not have a standard role such as student, they do not have any particular permissions. They cannot for example, engage in course activities. For discussion about the "none" role, see MDL-29599
* [[Context]]
 
  
* Using Moodle [http://moodle.org/mod/forum/view.php?id=6826 Roles and Capabilities forum]
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==Any further questions?==
  
Using Moodle forum discussions:
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Please visit the [http://moodle.org/mod/forum/view.php?id=6826 Roles and Capabilities forum] on moodle.org.
*[http://moodle.org/mod/forum/discuss.php?d=103109 Deny File Download to Guests?]
 
  
 
[[Category:FAQ]]
 
[[Category:FAQ]]
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[[fr:FAQ des rôles]]
 
[[fr:FAQ des rôles]]
 
[[ja:ロールFAQ]]
 
[[ja:ロールFAQ]]
[[ru:FAQ по ролям]]
 

Latest revision as of 16:40, 27 August 2018

What is the definition of a...

Capability
A configurable aspect of program behavior. Moodle has 100s of capabilities. Each capability has a computer friendly name like mod/forum:rate and a human-friendly name like "Rate posts."
Permission
Permissions are paired with each capability. There are four possible permission values: Allow, Prevent, Prohibit and Not set/Inherit. (It is called not-set when defining roles and inherit when overriding permissions.)
Role
A named set of permissions that are associated with each capability. For example. the "Teacher" and "Student" roles come with the standard Moodle install.
Context
A functional area of Moodle. Contexts have a hierarchy. Examples of contexts include a course, activity module, or resource.

Why isn't my role change taking effect?

Certain capabilities e.g. moodle/user:changeownpassword may only be applied in the system context, so giving such permissions by assigning a role in the course context will have no effect.

Why do some users I know are in my course not appear in Participants?

Users assigned roles in a higher context, for example users assigned the role of teacher in the course category are technically not enrolled in the course and so will not appear in the Participants link in the Navigation block but can be found via Course administration > Users > Other users.

How can I prevent a user from changing their own password?

Using roles

To prevent a user from changing their own password, you must make sure they do not have moodle/user:changeownpassword = Allow in the System context. The Authenticated user role (which is assigned to users in the System context) has moodle/user:changeownpassword = Allow by default, so you have two choices:

  1. Edit Authenticated user, setting moodle/user:changeownpassword = Not set
  2. Create a new role CannotChangeOwnPassword with moodle/user:changeownpassword = Prevent and all other permissions Not set. Choose "system" for the context type and assign the role to selected users in the System context via Administration>Site administration -> Users -> Permissions -> Assign system roles).

Choice (1) will prevent all users from changing their passwords (except for the administrator, who can do anything). To selectively allow selected users (say teachers) to change their passwords, you could create a new role CanChangeOwnPassword with moodle/user:changeownpassword = Allow and all other permissions not set and assign the role to selected users in the System context (Site administration -> Users -> Permissions -> Assign system roles).

Choice (2) allows you to be selective, but if you have a lot of users that you want to prevent (say, all students), you will have to make a lot of role assignments in the System context. There is currently no convenient way to do this, so you might consider choice (1).

Note that you MUST deal with this permission in the System context.

Alternative solution

Go to Site administration > Plugins > Manage authentication plugins. Find the 'forgottenpasswordurl' setting and point it to a static HTML page on your server (or even a Moodle Page resource on the front page). Explain your password policy on that page. This stops users changing passwords. This applies to ALL users, however, so admins will need to fix any lost passwords for the whole site.

How can I prevent a user from editing their own profile?

See How can I prevent a user from changing their own password? The answer to this question is the same if you substitute edit their own profile for change their own password and moodle/user:editownprofile for moodle/user:changeownpassword.

How can I allow a "test" Student user to see courses that are hidden?

Having a test user to try out courses before you open them to regular students is useful. But if the course is hidden, then the enroled test student will not be able to see it. The solution to this problem, if you do not wish to make the hidden course visible yet, is to create a Student tester rol, a clone of the default Student role and then set the ability to see hidden courses to Allow.

  • Create a new role in Site administration > Users > Permissions > Define roles > Add a new role, then for Use role or archtype choose ARCHETYPE: Student (or Student if you have customized the default Student role already)
  • Give the role a new shortname and fullname as appropriate, e.g. studenttester, Student Tester
  • Change the 'View hidden courses' course:viewhiddencourses capability from Not Set to Allow
  • Click the 'Create this role button'

Now enrol your test student in the course using this new role instead of the Student role, and they will be able to see and work in the course as a normal student even when the course is hidden. They will not be able to see other hidden courses in which they are not enroled.

How do I change the name for "teacher" in the course description?

Either

  • Edit the role of Teacher via Site administration > Users > Permissions > Define roles and rename it. The new name will apply site-wide.

Or

  • Create a duplicate teacher role with an alternative name and assign users the duplicate teacher role as appropriate in the course context. In Site administration > Appearance > Course contact select the alternative name for teacher that you wish to be displayed in the course description when courses are listed. For example, copy the standard teacher role and call it Instructor and only show that role as the course contact.

Or

  • Create a new "dummy" role (no capabilities) with those names and assign them to teachers along with the real roles. select the alternative name for teacher that you wish to be displayed in the course description when courses are listed. For example, copy the guest role, call it Lead Teacher and make this the course contact. You may have 5 teachers in the course but only one name will appear as Lead Teacher. If nobody is assigned the role Lead Teacher, no course contact will show.

Or

  • Names for different roles in a course may be changed in the Course administration > edit settings "Role renaming" fields. For example, some courses the teacher wants the title "Professor", or "Chief" or "Mentor".

Or

How do I enable teachers to set role overrides?

  1. Access Site administration > Users > Permissions > Define roles.
  2. Edit the teacher role and change the capability moodle/role:safeoverride to allow.
  3. Click the button "Save changes".
  4. Click the tab "Allow role overrides" (in Site administration > Users > Permissions > Define roles).
  5. Check the appropriate box(s) in the teacher row to set which role(s) teachers can override. Most likely it will just be the student role (you don't want teachers to be able to override admins!), so check the box where the teacher row intersects with the student column.
  6. Click the button "Save changes".

How do I enable teachers to assign other teachers in a course?

This is disabled by default but it can be switched on by modifying the teacher's role. In Site administration > Users > Permissions > Define roles select the "Allow role assignments" tab and tick the checkbox where Teacher and Teacher intersect.

Why doesn't "Switch role to.." within a course seem to work properly?

This feature is intended for teachers so that they can see how their course appears for students. It isn't a reliable view however, as some features do not display correctly when viewed by a teacher who has switched their role to a student. Certain actions (specifically submitting assignments) are excluded from working with 'switch roles' (as the submitted work would not be visible on the grading pages, due to the user not having the 'submit' permission when they have not switched roles).For that reason it is always preferable where possible to have a "test" student log in to use.

How can I allow a non-editing teacher to "switch role to " a student?

  1. In Site administration > Users > Permissions > Define roles, edit the non-editing teacher role and set the capability "moodle/role:switchroles" to "allow". This will then allow them to switch their role to a student or a guest (as defined on the Allow role switches screen.)

I accidentally deleted a default role. How do I get it back?

  1. Go to Site administration > Users > Permissions > Define roles and click the 'Add a new role' button
  2. Select the role e.g. Teacher to use
  3. Click continue
  4. Fill in the short name and custom full name
  5. Click the 'Create this role' button

Are there any example roles?

Yes. See the current list.

How do I enable logged-in users to participate in front page activities?

Either:

  1. Go to Administration > Site administration > Users > Permissions > Define roles and edit the 'Authenticated user on frontpage' role
  2. Allow capabilities for the front page activities
  3. Click the 'Save changes' button

Or:

  1. Go to Administration > Site administration > Front Page > Front Page settings
  2. Set the default front page role to student
  3. Click the 'Save changes' button

How can I prevent students from editing their profile?

If you only want students to be prevented from editing their profile, and not all users, you can create a new role, such as Restricted user as described in the Demo teacher role, with moodle/user:editownprofile set to prevent, and assign it to all students in the system context.

Alternatively, you could change moodle/user:editownprofile to not set for the Authenticated user role, then create a new role for teachers with moodle/user:editownprofile set to allow.

Why can't I add teachers or students site wide in Moodle?

You can, however teachers and students typically work in one or more individual courses. It is unusual for a student to be studying every single course on your Moodle and unusual for a teacher to be teaching every single course. Therefore, the default Moodle does not use these as system wide roles. The Manager role might be one that makes sense to assign on a system or category context.

To assign a teacher or student site-wide

  1. Go to Site administration > Users > Permissions > Define roles and edit the role to include the system context.
  2. Then search for and allow the capability moodle/course:view
  3. Then assign users to this role via Administration>Site administration>Users>Permissions>Assign system roles

It might be preferable to create a new role based on the teacher or student and assign this in the System context. Then assign individuals to that role.

Why isn't my custom role listed as an available role for assigning?

When adding/editing a custom role, be sure to tick one or more context types where the role may be assigned.

context types where role may be assigned.png

How can I set a role back to default?

  1. Go to Site administration > Users > Permissions > Define roles and click on the name of the role
  2. Click the Reset button
  3. Select items for reset as desired
  4. Click the continue button.

Permissions don't seem to be working correctly. What can I do?

Reviewing role permissions
It is recommended that permissions for each role are reviewed and set according to the role archetype.
  1. Go to Administration > Site administration > Users > Permissions > Define roles and click the edit icon opposite a role
  2. Click the 'Show advanced' button to reveal the different permission settings
  3. Review permissions (filtering for particular permissions as appropriate) and, unless there is a good reason to do otherwise, change permissions so that all are set to the highlighted value
  4. Click the 'Save changes' button
  5. Repeat steps 1 to 4 for each role

Is there a role that can be safely used for a government inspector/supervisor ?

The SEPE role is used for a (Spanish) government supervisor who can access all Moodle courses without being able to change anything. It can be used in any other country/ language.

What is the "none" role?

It is possible to enrol users into a course so they appear as participants, but since they do not have a standard role such as student, they do not have any particular permissions. They cannot for example, engage in course activities. For discussion about the "none" role, see MDL-29599

Any further questions?

Please visit the Roles and Capabilities forum on moodle.org.