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Roles
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Contents
Roles
24 Articles
in this category
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What are roles?
A role is what you assign to users on the site to allow them to perform certain actions. These actions will be determined by the capabilities given to the role, and what level of permission each capability has been granted. You can assign roles to s...
Updated on : 28 Nov 2023
Assign a system role
If you assign a system role , then the assigned user will have the access and control associated with that role across the entire Totara site. For that reason, the default available system roles are only ones which naturally lend themselves to re...
Updated on : 28 Nov 2023
Check system permissions
The check permissions feature provides a method to view the capabilities for a selected user based on their role assignments. These capabilities determine whether or not the selected user is allowed to perform associated tasks within the system ...
Updated on : 05 Jul 2023
Add a new role
Roles are the bundles of capabilities that allow users to perform certain sets of actions on your site. If the default roles do not fit your needs then you may wish to create a new role. It is recommended that you create a new role and edit ...
Updated on : 05 Jul 2023
Edit a role
Roles are the bundles of capabilities that allow users to perform certain sets of actions on your site. You can make changes to an existing role so that it better fits your requirements. It is recommended that you add a new role and make chan...
Updated on : 28 Nov 2023
Allow role assignment
Roles are the bundles of capabilities that allow users to perform certain sets of actions on your site. You can define the roles a user can assign to another user based on their own assigned role. Go to Quick-access menu > Permissions > Defin...
Updated on : 22 Nov 2023
Allow role overrides
Roles are the bundles of capabilities that allow users to perform certain sets of actions on your site. You can define which roles can be overridden by another specified role by following these steps: Go to Quick-access menu > Permissions >...
Updated on : 05 Jul 2023
Export role definition to file
You may want to export a role from your system, for example if you are transferring roles between systems or backing up custom roles. If you choose to reset a role then you will be able to upload a preset, so it is a good idea to export a role d...
Updated on : 05 Jul 2023
Import role definition from file
You may want to import a role into your system, for example if you are transferring roles between systems, or you are importing a copy of a role you previously exported . To import a previously exported role definition as a new role, follow thes...
Updated on : 05 Jul 2023
Reset existing role to definition
Once you have made changes to a role (especially a default role), you may wish to reset it back to the default. To reset a role, follow these steps: Go to Quick-access menu > Permissions > Define roles . Click the name of the role you wi...
Updated on : 05 Jul 2023
Role risks
When working with roles in Totara and assigning permissions to different capabilities, it is important to make sure you are assessing the risks. In particular, there are certain risks associated with some capabilities. Below is a list of these r...
Updated on : 05 Jul 2023
Default roles
Roles allow you to easily assign sets of permissions and capabilities to the various users on your site. On this page, you can find out more about the differences between the default roles. Available default roles Site Manager Site Managers c...
Updated on : 07 Mar 2024
Capability overview
Capabilities in Totara determine the actions a user can take on the system. It is important to know that the permissions and capabilities of each role can be customised. This means any role may have a different range of capabilities on your site...
Updated on : 05 Jul 2023
Add a Site Administrator
Site Administrators are responsible for setting up and running your Totara site. Site Administrators can control every aspect of the site, so this role should only be assigned to users who are trusted to have this level of access. Our recommendati...
Updated on : 28 Nov 2023
Considerations for assigning a Site Administrator
Viewing content as a Site Administrator The Site Administrator has bypass logic and access rights to all aspects of the system. This allows them to bypass the normal conditions and procedures a regular user must step through. This means that the si...
Updated on : 28 Nov 2023
Assign the Site Manager role
The Site Manager role is useful for day-to-day management of your Totara site. While you may only need a single Site Administrator, it is often useful to share site management responsibilities between multiple users. To add a new Site Manager you...
Updated on : 05 Jul 2023
Assign the Course Creator role
If you are using Totara Learn, you may want to add a number of Course Creators to help create learning for your site. To add a new Course Creator you will need to log in as either a Site Administrator or a Site Manager, then follow these steps: ...
Updated on : 05 Jul 2023
Assign the Editing Trainer or Trainer role
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 Train...
Updated on : 05 Jul 2023
Assign the Staff Manager role
To add a new Staff Manager you will need to be logged in as either a Site Administrator or a Site Manager. Go to Quick-access menu > Users > Permissions > Assign system roles. Click the Staff Manager link in the table titled Please choo...
Updated on : 05 Jul 2023
Assign Learners manually
As a Site Administrator or Site Manager you can manually assign users as Learners on a course (requires Totara Learn). You can do this using the manual enrolment method . To assign a Learner, follow these steps: Navigate to the course in which...
Updated on : 05 Jul 2023
Role settings
When you are adding a new role , or if you want to change a role's permissions , then you will be able to configure the following settings. © Copyright 2024 Totara Learning Solutions. All rights reserved. Some content originally obtained via...
Updated on : 05 Jul 2023
Multitenancy tenant roles
If you have multitenancy enabled on your site there are two additional roles available. These two roles can be assigned to users within tenants. Tenant Domain Manager: This user can create content and audiences within the tenant and customis...
Updated on : 05 Jul 2023
Assign the Tenant Domain Manager role
When using multitenancy on your site, you can assign additional roles related to managing your tenants. You can assign Tenant Domain Managers from the Administration block in the tenant or from the Manage tenants page. Tenant Domain Mana...
Updated on : 05 Jul 2023
Assign the Tenant User Manager role
When using multitenancy you will have some additional roles available. You can assign Tenant User Managers from the Administration block in the tenant or from the Manage tenants page. From the Administration block Go to Quick-access m...
Updated on : 05 Jul 2023
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