October 4 2019

    The Moodle Installation and Setup Guide Part 2: How to Add and Upload User Accounts to Moodle

    Written by Lambda Solutions

    The complete resource for setting up your Moodle LMS
    Free setup guide
    Download PDF

    - 3 MIN READ -

    How to Add and Upload User Accounts to Moodle

    Now that you have Moodle installed onto either a Mac or PC (Windows) it’s time to add Moodle user accounts! Before we teach you how to set up a course in Moodle, you will need to know how to set up Moodle user accounts. This capability is given to the Moodle LMS administrators, Moodle managers and in some cases Moodle users if you choose to allow learners to self-register.

     

    Step 1: assign usernames and set passwords

    The first step is to assign usernames and a temporary passwords (this can be changed at any time). Usernames can only consist of lowercase alphabetical letters, numbers, hyphens, underscores, periods, and “at” characters (@). If you want to increase username capabilities, simply enable the Moodle administrator setting “Allow extended characters in usernames.”

    Navigate to this option in the site administration settings: Users > Accounts > Add a new user. If you want to upload multiple users at a single time use the path: Users > Accounts > Upload Users and upload your CSV file.

    By using a CSV file, you can create a spreadsheet and leverage Moodle mechanisms like course enrollment, role assignments, create users, update existing users, and suspend or delete users.

    Screenshot-Moodle-install-guide-part2

    An example of how a CSV file can be set up.

     

    Note: the required fields for your sheet are "username", "firstname", "lastname", and "email". These will be the headers of each column in your sheet and are case sensitive, so keep them lowercase. 

     

    Step 2: define authentication methods

    Next, you will need to define authentication methods. This security measure is the process users go through when Moodle is verifying the user’s specified password. If user accounts are created by a Moodle administrator, the “Manual Accounts” method will be used. If users created their own accounts (using the email signup method), the email based self-registration method will be used.

    Step 3: follow up email with instructions

    A temporary password will be automatically generated by Moodle for each user. A follow up email will then be sent to users, with instructions on how to login to their Moodle account and change the temporary password they’ve been assigned. (To change a password, you go to User menu → Preferences).

     

    Moodle User Account Information to Consider

    General Information

    Input users first name, last name, and email address. The first and last name will be displayed whenever the user writes in forums, and when the user is included in lists or reports. Moodle users can also update their city/town, country, timezone, and preferred language. The email address provided is where users will receive any notifications, such as password reset notices, message notifications, or forum digests.

    Email Management Settings

    There are a couple of different email management settings to go over for security. First, there is an Email Display setting which controls who can see each user’s email address. Second, there is an Email Format setting which ensures Moodle sends text only emails to the specified user. Third is an Email Digest Type setting which will control the type and frequency of emails that are sent to the user. You have the option to select which forums you want users to be subscribed to and how frequently these updates come:

    • No digest wherein one receive updates every time there is a new post
    • Complete wherein the user receives a single daily digest
    • Subjects wherein the user receives as single daily digest with only the post topics included

    User Profile

    Users have the option to include a personal description and upload a user profile picture which will be displayed for other users in the site to see. While it is not mandatory for users to include this information, experience tells us that it can help create a more personable and friendly environment in Moodle. Users also have the option of including their interests, Institution, Department, Phone number, address, as well as various application ID’s such as Skype, AIM, MSN, and Yahoo. Again, this information is not mandatory but can be provided by instructors for example, in order to be more accessible to help learners.

     

    Now that you know how to upload users and set up user accounts in Moodle, it’s time to begin uploading and/or creating courses in Moodle!

    Back to Part 1   Next: Part 3

     

     

    Other resources:

    If you want to review what is Moodle and its extensive features, you can check out the following Moodle user guides:

    Maximize Your Revenue, Efficiency & Learning Effectiveness