User policies: Difference between revisions

From MoodleDocs
(roles template, intro)
mNo edit summary
 
(32 intermediate revisions by 7 users not shown)
Line 1: Line 1:
{{Roles}}
{{Roles}}
==User policies==
==User policies==
The following settings may be changed by an administrator in ''Settings > Site administration > Users > Permissions > User policies''.
The following settings may be changed by an administrator in ''User policies'' in the Site administration.


===Role for visitors===
===Role for visitors===
Line 8: Line 8:
===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.
(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===
===Default role for all users===


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.
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: The default role for all users should ''never'' be set to [[Guest]].
Note: It is not recommended that the default role for all users is set to student.


===Auto-login guest===
===Auto-login guest===
Line 19: Line 21:
If not set, then visitors must click the "Login as a guest" button before entering a course which allows [[Guest|guest access]].
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 ''Settings > Site administration > Plugins > Authentication > Manage authentication''), even though visitors won't necessarily use it.
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===
===Hide user fields===
Line 29: Line 31:
*User fields on the course participants page are hidden from all users with the capability [[Capabilities/moodle/course:viewhiddenuserfields|moodle/course:viewhiddenuserfields]] 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.


[[fr:Règles Utilisateurs]]
===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
*City/town (new in 3.4)
*Country (new in 3.4)
 
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]]
*[[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]]
 
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===
 
[http://gravatar.com/ 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.
 
* [http://www.youtube.com/watch?v=Z4b7tJedlMA Use your Gravatar in Moodle 2.2 screencast]
 
===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:
 
* A gravatar default image - by entering a code such as ''mm'' or ''identicon'' - See https://en.gravatar.com/site/implement/images/ for codes of other gravatar default images.
* A specified image - by entering the image URL
 
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.
 
[[Category:Site administration]]
 
[[de:Einstellungen für Rollen]]
[[es:Políticas para el usuario]]
[[fr:Réglages des rôles]]
[[it:Politiche utente]]
[[ja:ユーザポリシー]]
[[ja:ユーザポリシー]]

Latest revision as of 16:17, 14 May 2020

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
  • City/town (new in 3.4)
  • Country (new in 3.4)

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.