Managing roles

Managing overall role capabilities can be done by an administrator using Administration > 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 role switches” contain a matrix which gives 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 LMS).

To edit a role:

1. Go to Administration > 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 and creating a duplicate role.

Role name localization

If a standard role name or description is empty LMS uses a default string from the current language pack. Custom roles can be customized using multilang syntax.

You may also override the role names separately in each course.

Resetting a role

To reset a role back to the default permissions:

1. Go to Administration > Site administration > Users > Permissions > Define roles.
2. Click on the name of the role, for example, “student”.
3. Click the ‘Reset’ button.

Note that if you have users who have been given extra permissions at course and/or activity levels (such as forum ratings), then they will no longer be able to do this once the role has been reset to its default. An instructor would need to go back and set up these extra permissions in the course/activity levels again.

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.

Enabling instructors to assign other instructors

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

1. Click on Administration > 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 lms/role:override or lms/role:safeoverride allowed.

Allow role switches

The “Allow role switches” tab allows (or does not allow) a specific role to be able to temporarily change their role to another specific role. For example, this might allow a user 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 lms/role:switchroles capability to be able to switch.

Roles capabilities

• Create and manage roles (lms/role:manage)
• Assign roles to users (lms/role:assign)