Crear roles personalizados

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Crear un nuevo rol

Para crear un rol personalizado:

  1. Vaya a Administración > Administración del sitio > Usuarios > Permisos > Definir roles.
  2. Elija el botón para "Añadir un nuevo rol" .
  3. Select template for the new role or upload a preset
  4. Give the role a Short name e.g. 'Parent'.The short name is necessary for other plugins in Moodle that may need to refer to the role (e.g. when uploading users from a file or setting enrolments via an enrolment plugin).
  5. You must provide a full name for all custom roles. If you need to name the role for multiple languages you can use sintaxis multi-idioma if you wish.
  6. Give the role a description (optional).
  7. Select an appropriate role archetype (see below for further information).
  8. Select the contexts where the role may be assigned e.g. 'User' for Parent role.
  9. Set permissions as required.
  10. Scroll to the top or bottom of the page and click the "Create this role" button.

Adding a new role and setting context types
Choose "Allow" where required
Extra options with "Show advanced" enabled

Arquetipos de roles

A role archetype

  • Is a hard-coded template for a role
  • Is used during upgrades when adding defaults for new capabilities - no archetype = no new capabilities during upgrade
  • Is used during when resetting a role to determine the defaults - no archetype = reset removes all capabilities

There is no need to set a role archetype for custom roles used for overrides or if the site admin wants to specify new capabilities manually after upgrading.

The archetypes (which relate directly to the built-in roles) are:

  • Mánager (gestor)
  • Creador de curso
  • Profesor (editor)
  • Profesor sin derechos de edición
  • Estudiante
  • Invitado
  • Usuario autenticado
  • Usuario autenticado en la Portada

Crear un rol duplicado

To create a duplicate role:

  1. Go to Administration > Site administration > Users > Permissions > Define roles.
  2. Click the "Add a new role" button.
  3. Select existing role as a template
  4. Give a name and set permissions for your new role; scroll down and click "Create this role".

Consideraciones para un nuevo rol

A new role is not automatically listed in course descriptions even if was created by copying a role that is listed, such as Teacher. If you want the new role to appear in the course listing, you must set it explicitly via Administration > Site administration > Appearance > Courses>Course Contacts"

Probar un nuevo rol

Administration > Switch role to Use the "Switch role to" link to see what another role will see in that context.

Since switching roles confines you to those roles you can assign in a course context, this method is only useful for testing course-scoped capabilities (i.e. it will not be useful for testing permissions that apply outside the course context, like moodle/user:edit).

Tip: You can always create test user and assign the new role to them. Then logout as admin and login as the test user. This is really the best way to test a new role.

Ejemplos de roles personalizados

Ejemplo de rol personalizado útil para cursos financiados/supervisados por el gobierno en España

Subir usuarios a un rol del sistema

En donde son aplicado algunos roles personalizados en el contexto del sistema, es posible subir usuarios en foma masiva al añadir el campo sysrole1 (etc) al archivo CSV

Vea también

Using Moodle forum discussions: