Difference between revisions of "Roles FAQ"
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See [[Roles 2.0]].
See [[Roles 2.0]].
== See also ==
== See also ==
Revision as of 17:15, 4 September 2011
- 1 What is the definition of a...
- 2 Why isn't my role change taking effect?
- 3 Why do I not have my Course creator role when I also have a student role in my course?
- 4 Why are all my teacher accounts automatically added as "Teachers" in all my courses?
- 5 Why are all students enrolled in all courses?
- 6 Why are there differences in the users listed as course participants and users assigned roles in a course?
- 7 How can I prevent administrators being listed as course participants?
- 8 Why are hidden assignments still visible?
- 9 When defining roles, what is the difference between Prevent and Not set?
- 10 How can I prevent a user from changing their own password?
- 11 How can I prevent a user from editing their own profile?
- 12 Do roles have an inheritance relationship?
- 13 How do I change the name for "teacher" in the course description?
- 14 How do I enable teachers to set role overrides?
- 15 How do I enable teachers to assign other teachers in a course?
- 16 Why doesn't "Switch role to.." within a course seem to work properly for a course creator?
- 17 Are there any example roles?
- 18 Logged-in users can't read the site news. What can I do?
- 19 How do I enable logged-in users to participate in front page activities?
- 20 How do I copy a custom role from one Moodle site to another
- 21 What is the difference between the capabilities moodle/role:override and moodle/role:safeoverride?
- 22 I locked myself out of the Administrator role. What do I do?
- 23 How can I prevent students from editing their profile?
- 24 What is new in roles in Moodle 2.0?
- 25 Why can't I add teachers or students site wide in Moodle?
- 26 See also
What is the definition of a...
- A configurable aspect of behavior. As of version 1.9 Moodle has over 200 capabilities. Each capability has a computer friendly name like mod/forum:rate and a human-friendly name like "Rate posts."
- A capability and its value considered as a pair. There are four possible values: Allow, Prevent, Prohibit and Not set/Inherit. (It is called not-set when defining roles and inherit when overriding permissions.)
- A named set of permissions, for example Teacher, Student and Forum moderator
- A functional area of Moodle, such as a course, module or block
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.
If you are testing a new role, here are some suggestions.
Also, please check the context in which the role is assigned. Certain capabilities e.g. moodle/user:update may only be applied in the System context, so giving such permissions in the course context will have no effect.
Why do I not have my Course creator role when I also have a student role in my course?
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 advise 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 all my teacher accounts automatically added as "Teachers" in all my courses?
If a user is assigned a role in the System context (Site administration -> Users -> Permissions -> Assign system roles) or in a Course category context, then the user will have this role in ALL courses within the context. For example, a user who is assigned the Teacher role in the System context will appear as a Teacher in all courses on the site, including the Front page course.
Except in very special cases, teachers and students should be assigned their respective roles in a Course context. When these roles are assigned in a System context, it is almost always an error on the part of the administrator.
If you have accidentally assigned a System role, go to Administration > Users > Permissions > Assign system roles unassign users using the right-facing arrow button. Then re-assign the roles in the appropriate Course context.
Why are all students enrolled in all courses?
- Users are assigned the role of student in the site/system context rather than the course context (see FAQ above)
- The default role for all users in Administration > Users > Permissions > User policies is set to Student rather than Authenticated user (Moodle 1.8 onwards).
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 Discrepancies between Assign Roles lists and Participants list contains a longer explanation.
How can I prevent administrators being listed as course participants?
Ensure that administrators are not assigned another role in addition to their admin role.
Hidden assignments are not hidden from admins or teachers i.e. users with the viewhiddenassigns capability.
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?
To prevent a user from changing their own password, you must make sure they do not have 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:
- 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).
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.
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 (in Moodle 1.9 onwards) for moodle/user:changeownpassword.
Do roles have an inheritance relationship?
No. Roles are completely independent.
- 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.
- 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 is automatically assigned the role of Teacher in the newly-created course. 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.
How do I change the name for "teacher" in the course description?
- Edit the role of Teacher via Administration > Users > Permissions > Define roles and rename it. The new name will apply site-wide.
- 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 manager select the alternative name for teacher that you wish to be displayed in the course description.
- One more way to do it is to create new "dummy" roles (no capabilities) with those names and assign them to teachers along with the real roles. In the course manager settings you can choose which roles display on the front page under each course. (The feature request Ability to assign or display custom title for role of person in course contains this further method.)
Names for different roles in a course may be changed in the course settings.
How do I enable teachers to set role overrides?
- Access Administration > Users > Permissions > Define roles.
- Edit the teacher role and change the capability moodle/role:safeoverride to allow.
- Click the button "Save changes".
- Click the tab "Allow role overrides" (in Administration > Users > Permissions > Define roles).
- 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.
- 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 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 for a course creator?
This feature is intended for teachers so that they can see how their course appears for students. It doesn't work reliably outside the course.
Are there any example roles?
Yes, as follows:
- Inspector - for providing external inspectors with permission to view all courses (without being required to enrol)
- 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
- Calendar editor - for providing a user with permission to add site 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
- Course requester role - for restricting users who can make course requests
Logged-in users can't read the site news. What can I do?
See News forum for details.
How do I enable logged-in users to participate in front page activities?
- Access Site Administration > Front Page > Front Page roles
- Follow the "Override permissions" link
- Click on "Authenticated User"
- Change capabilities to allow for all required activities e.g. record a choice, reply to posts
- Click the "Save changes" button at the bottom of the page
Note that for this to work, you need to make the default role for all users "authenticated user". This is the default for new versions of Moodle. In older versions, the default setting is guest, so if you have recently upgraded, you may have to change this setting. You can change the setting via Site Administration > Permissions > User Policies.
- Access Site Administration > Front Page > Front Page roles
- Click on Student
- Select all users in the potential users list, and use the left-facing arrow button to add them to the existing users list
- 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 front page choice activities. A permissions override should be used instead.
How do I copy a custom role from one Moodle site to another
There is no import and export facility for roles, but it can be achieved nearly as easily using backup and restore.
- Create an empty course with all the default settings
- 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.
What is the difference between the capabilities moodle/role:override and moodle/role:safeoverride?
The capability moodle/role:safeoverride was added to Moodle 1.9.3 onwards, as a way of enabling teachers to 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.
I locked myself out of the Administrator role. What do I do?
If all else fails download the adminfix.php script. The instructions are in the comments at the top of the file. Note, that this is a big hammer and should only be used if you are truly stuck.
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.
What is new in roles in Moodle 2.0?
See Roles 2.0.
Why can't I add teachers or students site wide in Moodle?
- 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, Moodle does not by default allow you to add teachers and students at the site level via Assign system roles.
- If you have a geuninely good reason for doing this, then you can enable this by editing their role via Settings>Site administration>users>ermissions>define roles
and ticking the box System in the section "Context types where this role may be assigned". The role will then appear in the Assign System roles list.
- Alternatively, you could create a new role based on the teacher or student and assign this in the System context.
- Using Moodle Roles and Capabilities forum
Using Moodle forum discussions: