Difference between revisions of "Managing roles"

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(Add more in the introduction I think this page should be called Define roles but....)
(Edited entire page, see page comments)
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{{Roles}}
 
{{Roles}}
An administrator can manage roles in ''Settings > Site administration > Users > Permissions > Define roles''.  This is the place to add custom roles or modify existing roles.  The "Manage roles" tab, allows the system administrator to edit any one of over 350 different capabilities associated with any role.  The "Allow role assignments", "Allow role overrides" and "Allow roll switches" contain a matrix which give the ability for a specific role to work with other specific roles.  
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Managing overall role capabilities can be done by an administrator using ''Settings > Site administration > Users > Permissions > Define roles''.  This is the place to add custom roles or modify existing roles.  The "Manage roles" tab, allows the system administrator to edit any one of over 350 different capabilities associated with any role.  The "Allow role assignments", "Allow role overrides" and "Allow roll switches" contain a matrix which give the ability for a specific role to work with other specific roles.  
  
 
==Manage roles==
 
==Manage roles==
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To edit a role:
 
To edit a role:
 
#Go to ''Settings > Site administration > Users > Permissions > Define roles''.
 
#Go to ''Settings > Site administration > Users > Permissions > Define roles''.
#Click the edit icon opposite the role you want to edit e.g. student.
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#Click the edit icon opposite the role you want to edit. For example "student".
#On the edit role page, change permissions as required for each capability.
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#On the editing role page, change permissions as required for each capability.
 
#Scroll to the bottom of the page and click the "Save changes" button.
 
#Scroll to the bottom of the page and click the "Save changes" button.
  
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==Allow role assignments==
 
==Allow role assignments==
  
The 'Allow role assignments' tab is for setting which roles each role can assign other users to.
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The "Allow role assignments" tab allows (or does not allow) a specific role to be able to assign specific roles to a user.
  
 
[[File:Allowroleassignments.png]]
 
[[File:Allowroleassignments.png]]
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==Allow role overrides==
 
==Allow role overrides==
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The "Allow role overrides" tab allows (or does not allow) a specific role to be able to override specific roles for a user.  For example, it might allow a teacher role to override a student's role to a non-editing teacher's role.
  
The 'Allow role overrides' tab is for setting which roles can be overridden by each role. Note that the settings only apply to users who have the capabilities [[Capabilities/moodle/role:override|moodle/role:override]] or [[Capabilities/moodle/role:safeoverride|moodle/role:safeoverride]] allowed.
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:Note that the settings only apply to roles that have the capabilities [[Capabilities/moodle/role:override|moodle/role:override]] or [[Capabilities/moodle/role:safeoverride|moodle/role:safeoverride]] allowed.
  
 
==Allow role switches==
 
==Allow role switches==
 
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The "Allow role switches" tab allows (or does not allow) a specific role to be able to temporaly change their role to another specific role.  For example, this might allow a users assigned to a custom role in a course to see "Student" in the Settings > Switch role list. 
The 'Allow role switches' tab is for setting which roles a user may switch to, based on which roles they already have. In addition to an entry in this table, a user must also have the moodle/role:switchroles capability to be able to switch.
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:Note: the selected role must also have the moodle/role:switchroles capability to be able to switch.
  
 
== Reset role to defaults==
 
== Reset role to defaults==

Revision as of 15:22, 25 February 2012


Managing overall role capabilities can be done by an administrator using Settings > Site administration > Users > Permissions > Define roles. This is the place to add custom roles or modify existing roles. The "Manage roles" tab, allows the system administrator to edit any one of over 350 different capabilities associated with any role. The "Allow role assignments", "Allow role overrides" and "Allow roll switches" contain a matrix which give the ability for a specific role to work with other specific roles.

Manage roles

The 'Manage roles' tab contains a list of roles on your site. The edit column contains icons for editing, deleting roles and copying roles, and for moving them up or down in the list (affecting the way that roles are listed around Moodle).

Manageroles2.png

To edit a role:

  1. Go to Settings > Site administration > Users > Permissions > Define roles.
  2. Click the edit icon opposite the role you want to edit. For example "student".
  3. On the editing role page, change permissions as required for each capability.
  4. Scroll to the bottom of the page and click the "Save changes" button.

See Creating custom roles for information about adding a new role.

Allow role assignments

The "Allow role assignments" tab allows (or does not allow) a specific role to be able to assign specific roles to a user.

Allowroleassignments.png

Enabling teachers to assign other teachers

By default, teachers can only assign other users the roles of non-editing teachers, students and guests. If you want teachers to be able to assign other teachers in their course, you can allow the role assignment:

  1. Click on Settings > Site administration > Users > Permissions > Define roles.
  2. Click the Allow role assignments tab.
  3. Click the checkbox where the teacher row and column intersect.
  4. Click the "Save changes" button.

Allow role overrides

The "Allow role overrides" tab allows (or does not allow) a specific role to be able to override specific roles for a user. For example, it might allow a teacher role to override a student's role to a non-editing teacher's role.

Note that the settings only apply to roles that have the capabilities moodle/role:override or moodle/role:safeoverride allowed.

Allow role switches

The "Allow role switches" tab allows (or does not allow) a specific role to be able to temporaly change their role to another specific role. For example, this might allow a users assigned to a custom role in a course to see "Student" in the Settings > Switch role list.

Note: the selected role must also have the moodle/role:switchroles capability to be able to switch.

Reset role to defaults

Note: This also resets all overrides for that role.