How to Manage Roles

Overview

Identity management includes both Roles and Users. In this article, we will mainly focus on roles.

Roles define the capabilities of a user in the system. Depending on the role given, they may have full or limited access to the site. To access roles, go to 'Administration', hover over 'Identity Management', and then click 'Roles'.

You'll be directed to the list of roles available on your site. From here, you can add a new role or modify an existing role.

Step Tutorial

1. Click on the 'New role' button.

2. The required information when creating a new Role are as follows:

1. Role name – This is to identify the role permissions easily. Examples of role names are admin, teacher, course creator, etc.
   
2. Default (checkbox) – When enabled, this will be automatically selected when creating system users. Related article: How to Manage Users
   
3. Public (checkbox) – When enabled, other users in the system can see this role when creating new users.

Once done, click 'Save'.

3. The newly added role should be included in the list. Click the 'cogwheel' icon to edit, give permissions, or delete the role.

Edit – Rename the role and specify if it is 'Default' or 'Public'.

Permissions – Grant permissions; by default, no permissions are given. Tick the checkboxes to allow permissions. Select all that apply or choose 'Grant all permissions' to automatically select all from the three tabs: 'Feature Permissions', 'Identity Management' and 'Setting Management'.

Delete – Delete the role.

That's everything you need to know when creating system roles.

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