Assign roles within a category

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You can assign roles to users at a category level to save time when applying roles. For example, you could assign one user the Trainer role in a specific category, and that user would be assigned the Trainer role for all courses within that category.

  1. Go to Quick-access menu > Courses and categories.
  2. Find the category in which you’d like to assign a role.
  3. Click the cog icon (Icon

Description automatically generated) and select Assign roles.
  4. Select the role you want to assign.
  5. Select the user(s) from the Potential users in the right-hand column. 
  6. Select Add. 
You can also achieve this by assigning roles to an audience that has been set up within a category.

Next steps

Course badgeThe Totara Academy has a whole course dedicated to using Courses and categories in Totara. Here you can see best practice, learn more and give it a go yourself.

Join the Totara Community for more resources to help you get the most out of Totara. 


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