Assign the Editing Trainer or Trainer role
    • 01 Nov 2022
    • 1 minute to read

    Assign the Editing Trainer or Trainer role


    Article summary

    If you wish to give the Editing Trainer or Trainer role to one or more users within a category you will need to enable the role at the right context. These roles are specific to Totara Learn. 

    It is worth noting that by default, the Editing Trainer and Trainer roles are enabled at the course level, which allows you to enrol an Editing Trainer or Trainer to a specific course. You can also edit the role to enable it to be assigned at the category level, giving users access (and permissions) to any course contained in the specific category.

    Enabling category-level assignment

    To enable category-level assignment for a role, follow these steps:

    1. Go to Quick-access menu > Permissions > Define roles.
    2. Locate the Editing Trainer (or Trainer) role in the list of user roles. 
    3. Click the cog icon () next to the role.
    4. Check Category (and any other contexts you require) for the Context types where this role may be assigned setting.
    5. Click Save changes.

    Assigning at category level 

    Once the role has been enabled for the correct context, you can then assign it to specific users at that level. To assign an Editing Trainer or Trainer to a category, follow these steps:

    1. Go to Quick-access menu > Course and categories.
    2. Select the category for which you want to assign an Editing Trainer or Trainer. 
    3. Click Assign roles in the Administration block on the left.
    4. Select the Editing Trainer (or Trainer) role. 
    5. You can now use the Potential users list and search to find a user.
    6. Click the user's name to highlight it, then click Add.
    7. Check that the user appears in the Existing users list. If they do, you can simply navigate away from the page (there is no save button). 

    If you want to give only some Editing Trainers or Trainers these privileges, you may want to create another Editing Trainer or Trainer role that gives those permissions only to those trusted users who have been assigned that role.

    Next steps

    © Copyright 2024 Totara Learning Solutions. All rights reserved. Some content originally obtained via GPLv3 license and continues to be available under GPLv3. All other content is the sole copyright of Totara Learning Solutions. 



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