System Roles Management

The objective of this article is to provide the information necessary to successfully manage and customize roles in Lambda Learn.


Create a Custom Role

Lambda Learn comes with many standard roles, such as Administrator, Manager, Course creator, Teacher, Non-editing teacher, and Student.  For many organizations, these standard roles will fully satisfy their needs. However, some may find that they want to modify the permissions of existing roles, or create new ones altogether to better represent the structure of their organization.


It is highly recommended to create a new role and base it on a default role that best matches the permissions and capabilities you need as opposed to modifying the standard roles in Lambda Learn. 

To add a new custom role:

1.  Navigate to Administration block  Site administration > Users > Permissions > Define roles.

2.  On the Define Roles page, scroll to the bottom and click the Add a New Role button.

3.  Under Use Role or Archetype, you can select a role to use as a template for the new one. This would be very useful if the role you are creating is very similar to an existing one, with just a few different permissions.

4.  Click Continue.

5.  On the next page you are brought to contains all the settings you need to configure to make the new role:

Short name: Here you need to provide a short name, enabling other plugins to refer to the role. (e.g. the short name for the Course creator role is coursecreator)

Full name: Enter the actual name of the role (e.g. Course creator)

Custom description: If you choose to provide a description, it will appear in the list of roles (on the ‘Define roles’ page)

Role archetype: This setting determines the set of permissions if a role is reset to default, as well as new permissions for the role if the site is upgraded. When creating a custom role, it is not necessary to choose an archetype if the site administrator wants to choose which new permissions are to be included in the role’s set manually after upgrades.

You also need to choose at what level the role can be assigned (i.e. at the course level, site level, etc.)

6.  Then, choose which capabilities the new role will have permissions for. This is done by clicking the ‘Allow’ checkbox beside the capability.

7.  Once all the permissions needed have been checked, click the Create this Role button.

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Modify an Existing Role

It is also possible to modify roles already in place. For example, maybe you want to edit the Non-editing teacher role so that they have permission to edit chapters in the Book resource.

1.  Navigate to Administration block: Site administration > Users > Permissions > Define roles

2.  On the Define Roles page, click the gear icon beside the role you want to edit.

3.  You will then be directed to the settings page for that role where you can change the permissions as needed (by checking/unchecking the respective boxes). For example, here we are editing the role of a Non-editing teacher so that they can edit chapters in a Book resource.

4.  When you have finished editing the settings, click the Save Changes button at the bottom of the page to complete your modifications.

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Reset a Role

Resetting standard roles in Lambda Learn will return them to their default state; any modifications you have made to them will not be retained.

1.  Navigate to Site administration > Users > Permissions > Define roles.

2.  On the page that loads, click the name of the role you would like to reset (e.g. Teacher).

3.  On the page that loads select the Reset button.

4.  On the next page, click Continue. You will then be directed to the settings page, where you click Save Changes to complete the role reset.

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Delete a Role

In the event that you want to completely delete a role from your site, you again will need to start at the Define Roles page.

1.  Navigate to Site administration > Users > Permissions > Define roles.

2.  Click the Delete icon for the corresponding role.

3.  You will then be directed to a page where you will need to confirm your intent to delete the role by clicking Yes.

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