ELIS 1.9 Manual

Creating Roles

Assigning Users

By assigning users to roles in the context of another user in the system, we can provide a method for a user to manage many other users, edit their profile information, completion records, etc.

In the description below, we'll use the term "Manager" to describe the user who is given administrative rights over another user. Of course, these role names are flexible in ELIS, you can change it by changing the Moodle role.

To assign a user to be the manager of another user you need to be logged in as a Curriculum Administrator (or role with similar capability). First go to the Manage Users section of ELIS. Locate the user you wish to enroll another user as a manager of, and click on the roles tab.

user editing

Here there are various roles you can assign - these are the roles setup on the site in the Moodle roles table (Moodle Administration Users Permissions Define roles).

In the case below, we are choosing the Manager role we have created - this role has administrative rights on all Curriculum Management functions. Since we are assigning the user in the context of an individual user, we will only be giving them these rights over the user's assigned to them.

user roles

This will open a list of users who you can assign to the selected role in the user's context.

User assignment filter

  1. The "Unassigned" link will show you users who do not currently have an assigned role in the context you are in.
  2. You can filter the list of users to show just the ones you are interested in - the Advanced button opens up additional filtering fields such as custom profile fields, city, country, etc.
  3. Enter search terms in the filter fields and click "Add filter".
  4. Active filters will show here, for example we added a filter to show all users with Sa in their Name, and so we see the and can select from this list of users.

Select the user or users who will have administrator rights over the particular user and click "Assign Roles".

Choose enrollment duration

You can set an enrollment duration here -this will determine the length of time that the Manager user is (in this case Michael Admin Test) is assigned to this role.

While this may seem like many steps to assign a user to the Manager role one user at a time, a manager can be assigned to many users at once by using the capabilities for batch user actions provided by ELIS Data Hub.