course header 2000x350

Now that we have a list of users, we are ready to create our Categories and Courses. The term Categories is a bit confusing. The common term for a related group of courses in US schools, colleges and universities is Departments. However, in Moodle Categories means categories of related courses. First, we create our categories and then we place our courses in these categories.

Moodle Orange School Demo Site Categories and Courses
On our default Moodle website, there is only one category called Miscellaneous and there are no courses. To better understand what Moodle Categories and Courses looks like, let’s log into the Orange School Demo Site as a Manager. Here is the log in link:

https://school.moodledemo.net/login/index.php

Click on Site administration, Courses.

01

Then click Manage courses and categories.

02

From this page, you can create a new category. Then in each category, you can create new courses. The number of courses in each category is shown on the right column of the Course Categories table. The Orange School has 24 courses divided into 7 categories.

Click on the Settings wheel for the Languages category.

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Then click Edit. There is no Category ID and there is no description for any of the categories. Also no roles have been assigned to any of the categories. Click Create new category:

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The only required field is the Category Name. Go back to the previous page and click the category called Languages, Then click on the course English with H5P. Then scroll down the page.

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The long and short name for this course are the same. The course is divided into three sections or classes and uses four modules, H5P, Book, File and Label. Click View. This takes us to the course Welcome page.

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We will review some of this content in the next chapter. Click Back. Then click Edit. There is a Course Full Name and short name. Then a search drop down arrow is used to place the course in a course category. This is why we need to create our categories before we create our courses:

07

You then click on calendars to set the course start and end dates. Then write a course summary. Then scroll down and add a course image. At the bottom of the page are 8 additional course settings:

08

Click on Course format.

09

Format options are Topics, Single Activity, Social Format and Weekly format. The default Format option is Topics. Course layouts can either be all sections on the same page or, if you have a lot of content in the sections, then select Show One Section per Page.

Then click Appearance:

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You can choose a particular theme with different themes for different courses. You can also choose different languages for different courses. Next click Files and uploads. Here you can set the site upload limit. Then click Role renaming:

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Here you can choose a different name for each of the Moodle roles. Then click Tags. Here you can note if this course is Basic, Intermediate or Advanced. Then click Course Custom Fields. The only custom field on the Demo Site is called Module Credits:

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We will create a couple of additional custom fields when we create our own categories and courses. Log out of the Orange School Demo site and into your own default Moodle Site (or the Moodle Sandbox Demo site).

Create Your Own Course Custom Fields
Click Site administration, Courses, Course custom fields.

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There are no custom fields or categories. It is best to place fields in field categories. We will therefore create a new field category:

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The default new category is called Other fields. Click on the edit pencil and change the name of the category to Course Information. Then press Enter on your keyboard. Then click Add a new custom field.

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There are five field options. We will use Short text. Given the field a Name, Short Name and Description:

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Then click Save Changes. Then click Add a new custom field and create a field called Course Sections.

Create Your Own Custom Categories
If you have been teaching for a while, it is likely that you have already developed your courses and are interested in using Moodle as a platform to share your courses with others. But you may not have given as much thought to placing your courses in categories. Certainly, you can just use the default category or create a single new category. For our example, we will use our 10 courses at College in the Clouds.

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Our first four courses are essential prerequisites for our other courses. We then have three courses on using the Joomla Content Management System. The final three courses are Applied Courses that each teach a different set of skills. We have already built the content for all of these courses on a Joomla website called College in the Clouds dot org. Our goal is to offer all of these courses on a Moodle website called College in the Clouds dot com.

We will therefore divide our 10 courses into the following three categories:

Information Sharing Essential Skills

Joomla Information Sharing Skills

Applied Information Sharing Skills

Once you have defined your own categories, click on Site Administration, Courses, Manage Courses and Categories.

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For the first category, we will edit and rename the Miscellaneous Category. Then type in your new Category name and a short description. Then click Create Category.

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Then click Create New Category. Uncheck the parent category. Then type in a name and a description and click Create Category. Repeat for the third category. Here are our three categories:

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Create your Courses
Now that we have created our Moodle categories, we can create the courses in each category. Select the first category and then click Create new course. Use the Course title for the Course Full Name and short name. Add a brief description. Then scroll to the bottom and click on Course Information.

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For course chapters, type 9 and four course sections, type 36. Then click Save and Display. This takes us to the Course Home page:

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Click Enroll Users.

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Click on Search. This brings up a list of all Moodle users. Click Student 1 and Student 2.

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Then click Enroll Users.

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Then click Enroll Users again. Change the role to Teacher and select the two teachers. Then click Enroll users. Repeat to enroll the Teacher-Adviser and Student-Mentor to their roles. Then repeat this process to add your remaining courses, students and teachers.

Finally, go to your logged in Home page to see the courses listed at the bottom of the page:

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Click on the Course Name go to the new Course Home page:

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Here we can change the names of the courses topics to our own course topics and then add Announcements, Activities and Resources to each topic.

Visit your Moodle Courses Page

Here is a link to your Moodle Courses page:

https://yourmoodlesite.com/course/index.php

https://collegeintheclouds.com/course/index.php

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What’s Next?

In our next chapter, we will review how to add a plugin to better organize our course topics. We will then cover the options Moodle offers for adding content, activities and resources to our new course topics.

In this article, we will set up our own system of Placeholder Users in part as a learning exercise but also to demonstrate a flexible User system that can be adjusted for any Moodle website.

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Default Moodle Roles and Permitted Actions
Moodle provides five primary roles each of which is given a specific set of possible actions. Here is a table of Moodle roles and actions:

Actions

Admin

Manager

Teacher

Non-edit

Teacher

Student

Guest

View

Courses

yes

yes

yes

yes

yes

Participate

in Course Activities

yes

yes

yes

yes

x

View student records

yes

yes

yes

x

x

Add and edit course activities

yes

yes

x

x

x

Create New Courses

yes

x

x

x

x

Set Roles &

Permissions

yes

x

x

x

x

Customize our List of User Roles
Before we create our own list of users, we need to create the list of custom roles we want to assign them to. Log into your default Moodle site (or the Moodle Sandbox site). Then click Site administration, Users, Define roles. There are 8 default assigned roles:

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Note that this does not include the Administrator role, which Moodle defines in a separate screen. The difference between a Moodle Administrator and a Moodle Manager is that a Moodle Administrator has all permissions - and these permissions can not be edited or changed. There must always be at least one Moodle Administrator (the person who created the Moodle website).

A Moodle Manager also has nearly all permissions. However, the permissions given to a Moodle Manager can be changed by a Moodle Administrator and can be flexible to whatever the role of Manager is in a given Moodle Organization structure. We will create 3 new roles called Tech Team, Teacher Adviser and Student Mentor.

Three steps to take before creating new custom roles
Each new custom role will add more than 350 new permissions elements to your database. I therefore recommend only adding three or four new roles at a time. Before we start, go to the Dashboard page and make sure that Customize this page is turned off. Also go to the Home page and make sure that editing is not turned on. Finally, click Admin, Developer, Clear Cache prior to creating new roles.

Add a Custom Moodle Role
At the bottom of the Define Roles screen, click Add a new role. We will begin by adding the role of Tech Team which will initially be identical to the role of Manager.

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Select Manager. Then click Continue.

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Type in the short name and full name of the role and a short description of the role. Because this role has the same permissions as the Manager role, but with different people, the remaining settings on this screen can be left at their default values. Click Create this role. Then click Back to the list of all roles.

Repeat this process to add a Teacher Adviser role with the same permissions as Teacher. Description: Experienced teacher to help new teachers learn Moodle. Then add Student mentor role with the same permissions as student. Description: Experienced student to help new students learn Moodle:

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Customize our List of users
Now that we have defined our custom roles, we are ready to add our List of Users.Click Site administration, Users, Accounts, Browse list of users. There is only one user (you). Click Add a new user to see the fields we need to fill out to create a new user. The fields with a Red Mark are required fields. These are first name, last name and email address. We also want to type in a username and password.

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Placeholder User Table
Before we create each new user, open a Libre Writer document and name it Moodle Placeholder User Table. Then create a table with 14 rows and 7 columns. Here is a table of the Placeholder Users we will add to our Moodle website:

First Name/Role

Username

Password

Email

*

Site-Admin1

site-admin1

Site-admin1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

1

Manager1

manager1

Manager1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

2

Course-Creator1

course-creator1

Course-creator1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Teacher1

teacher1

Teacher1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Teacher2

teacher2

Teacher2*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Non-edit- Teacher1

non-edit-teacher1

Non-edit-teacher1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Student1

student1

Student1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Student2

student2

Student2*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Student3

student3

Student3*

This email address is being protected from spambots. You need JavaScript enabled to view it.

XXXX

Tech-Team1

tech-team1

Tech-team1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Teacher-Adviser1

teacher-adviser1

Teacher-adviser1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

3

Student-Mentor1

student-mentor1

Student-Mentor1*

This email address is being protected from spambots. You need JavaScript enabled to view it.

Note 1: The username must be lower case letters. In our table, the username is the first name but in lower case letters. The last name for each user is Placeholder. Also, the email address is the username at example dot com.

Note 2: Moodle passwords must have at least 8 characters and at least 1 upper and lower case letter, at least 1 digit and at least 1 non-alphanumeric character such as *. You should create your own passwords and not use the passwords above. These passwords can and should be changed by the actual user.

Note 3: The Teacher Adviser group can also serve as Category for Courses Department Chairpersons. Student mentors might also be called Teaching Assistants.

Also note: Teacher and Student and other Placeholder Users will be assigned to Teacher and Student Roles and Courses and Categories AFTER and while Courses and Categories are created. For all, leave the authentication set for Manual accounts, list the First Name as their Role Name, list their last name as Placeholder, List City as City, State, leave country blank, leave timezone blank. Then type in a placeholder description (such as This is the description for the Manager1 Placeholder). Then scroll down and click Create User.

Now click, Admin, Users, Accounts, Add a new user

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Scroll down and add City, State to the City box.

Also add a short description for this user: This is the description for Manager1 Placeholder. Then click Create User. Repeat this process using the table above to create the remaining placeholder users. Here is what your user table will look like when you are done:

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Customize your User List Filter

Go to Users, Accounts, User Management. The default Moodle User filter is called User full name.

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Scroll down to change the User List filter to Course role

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Choose the Course Role filter to be shown in the User List page. Then click Save Change. Then click on Users, Accounts, Browse a list of users:

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The roles we can choose from include the custom roles we created and some of the default site roles. Click Manager. Then click Add Filter. You will find that, even though we have created a placeholder with the name manager1, the search could not find any managers. In fact, regardless of the role you click on, there will be no results. This is because we still need to assign roles to our custom users.

Assign System Roles
Click Users, Permissions, Assign System Roles:

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By default, only the Manager and Course Creator roles can be assigned to users. The only reason Tech team is shown is that Tech-team is based on the Manager role.

To assign users to the Manager role, click on Manager:

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Select Manager 1, then click Add. Then click Site Admin and click Add. Also select yourself and click Add. Then scroll to the bottom to go back to the prior screen. Then click Course Creator and select Course-creator1. Then add. Then click Tech Team and select Tech-team1 and Add. Here is the result:

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The remaining users (teachers and students) will not be assigned roles until after we have created our Categories and Courses.

Look Up the Roles Assigned to any user
To see the roles assigned to any user, click Users, Permissions, Check System permissions. Then click on their name in the alphabetical list. Then click Show this users permissions. You will see a complete list of all users. Select the Manager 1 user. Then click Show User Permissions.

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This user is a Manager and also an Authenticated user meaning this person can make changes on the Front Page (aka the Home page).

Add another Administrator
Site administrators have the ability to change any aspect of your Moodle site. So you need to have complete trust in anyone you add as a site administrator. Moodle has a special area to add a new administrator. Go to Users, Permissions, Site Administrators. By default, there is only one administrator and the default administrator can not be removed. You can add another site administrator.

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Click on Site-admin1 in the box above. Then click Add to add them to the Site Administrator column. A Confirmation screen will appear. Click Continue. You may also want to add Tech-team1 as a site administrator.

Periodically Clear the Moodle Cache
Adding all of these users has increased the Moodle cache and local cache to 10 MB. Click Administrator, Development, Purge Caches, Purge all caches. This will drop the content in the Moodle caches back below 4 MB.

Hide User Fields
The User Fields have a lot of information that you may want to keep private. In addition, some fields may just confuse students. To hide some of the user fields, click Users, Permissions, User Policies. Then scroll down to Hide User Fields. Select which user information fields you wish to hide from other users other than course teachers/admins. This will increase student privacy. Hold the Control key to select multiple fields. Select MoodleNet profile to hide this field. Then click Save Changes. There are many more user settings you may want to change. But we have now covered the most important user settings.

What’s Next?
Now that we have a list of users, we are ready to define our Categories and Courses.

Your Moodle Home page is important because it is the public face of your Moodle website. Your Moodle Home page should not only welcome visitors and guests to your website but also explain the purpose and benefits of your Moodle courses. It should also explain the structure of your course categories, courses and other educational resources. Yet, despite its importance, one of the most common complaints on the Moodle Forums is the difficulty of modifying the appearance of the Moodle Home page. In later articles, we will explain how to use a custom theme to make the Home page customization process easier. However, because we do not yet have a custom theme, in this article, we will provide a process for customizing your Moodle Home page.

Compare your Home Page to the Moodle Demo Home Pages
One of the first things you will want to do after creating your Moodle Site is to customize your Home page. To understand how this is done, we will compare our Default Site to the two Moodle Demo sites. Here is what the home page of our initial Moodle website looks like:

01

Our initial Home page looks pretty empty. The top row is called the Navigation bar. It consists of a Hamburger menu icon that can be clicked on to pull out or hide the Moodle Left Side Menu. To the right of the Hamburger menu icon is a site short name (Home).

To the right of this is a Languages drop down which only has one language. But you can add 120 languages to make your educational website available to people all over the world. In the left corner is a link to your log in page.

Below the Navigation bar is the website header area with the website full name. The box below this, which is empty, is called the content area. The dark box on the bottom is called the footer which has the Moodle logo and a second link to your log in page. Click either of the Log In links on this page to reach your log in page:

02

Then log in with the administrator username and password you created when you made your Moodle website. Alternately, if you have not yet made your own Moodle website yet, you can open a web browser and log into the Moodle Sandbox Demo website (the one without content). Here is a link to the Moodle Sandbox Demo site:

https://sandbox.moodledemo.net

03

The Moodle Sandbox Home page is similar to our default Home page but has three additions. First, the Language drop down has added more than one hundred languages. Second, a Welcome article has been added to the Content area. Third, two courses have been added and made visible in the Content area below the Welcome article. To view the back end of the Moodle Sandbox Demo Site, click on either of the log in links. Here is a direct link for that log in page. https://sandbox.moodledemo.net/login/index.php

Log in to the sandbox site back end as an administrator with the username admin and the password sandbox. The sandbox website may have been altered by others and thus may be slightly different than your initial Moodle website. It is also missing several important features. For example, it does not allow us to install Moodle plugins. So using your own website is better. Or wait until just past the start of the hour to use the Sandbox Moodle website. Here is what the default Moodle website “logged in” page looks like when we first log in:

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Here is what the Sandbox Moodle website “logged in” page looks like:

05

Note in the side menu that the Sandbox site opens to the Home page while our initial Moodle Site opens to the Dashboard page.

Change your Website Opening “Logged In” Page from the Dashboard to your Home page
Because the Dashboard page changes as the role of the user changes, for the sake of consistency, we will change the opening page of our default Moodle website so that it also opens on our Moodle Home page (which Moodle called the Front Page).

Go to Site Administration, Appearance, Navigation and your will see that the Home Page for all Users is set for Dashboard. But on the Sandbox Moodle site, it is set for Site. So change the default Moodle site setting from Dashboard to Site. Then scroll to the bottom of the page and click Save Changes. Then click Home. Here is the initial appearance of our Default website Home page:

06

Add a Custom Title and Welcome Article to your Home page

To put a Welcome article on our Default Moodle Site Home page, the official Moodle documentation says you should go to your Home page and click on the Settings wheel. Then click Edit Settings. Alternately, click Site Administration. Then scroll down to Front Page Settings.

07

Change the Title of the site to a custom title. Then add a Front Page description.

"Welcome to our College in the Clouds Moodle website! We offer several courses on using free open source tools including Linux, LibreOffice, Joomla and Moodle."

Then click Save at the bottom of the page. Then go back to your Home page. The new Site Description is not showing. To show our Site Description, click on the Settings wheel again. Then click Turn Editing On.

08

This will add three new items to your Home page. In the left side menu, there is now a menu item called Add a block. To the right of the side menu is a new settings wheel. To the right of this is a link to Add an Activity or Resource. To display the description we have already made on the front page, click on Add a block. This will display a long list of possible blocks. Click on the Course/site summary block. Suddenly, our site description now appears on our Home page:

09

But our Home page does not look very good. Click on the new Settings wheel just below the Site Title. This brings up a screen called Summary of Site.

10

This screen appears to be just like the Course/site summary block. However, it has a few more buttons in the Editor Menu. In particular, you can add a video file, video link or record a new video or audio file. There is also a button to Manage Files. I therefore recommend using the Summary of Site tool instead of the Course/site summary block to create your custom Home page. Click on the Down arrow to see more Editor functions.

11

We will review some of these Editor functions later. For now, type in a sentence and use the A button to change the size of the text to Medium heading. Then click Save Changes. Then delete the Course/site summary block by clicking on its setting wheel and clicking Delete the block.

12

Next, log into the Sandbox Demo site as an Administrator and click on the Settings wheel and click Turn on Editing. Then click on the small settings wheel to the right of the side menu.

13

The Sandbox Demo site Home page content also uses the Summary of Site Editor to create its Home page content.

Turn off Available Courses on your “non-logged in” Home page
You may not want to display a list of your courses on your “non-logged in” Home page (especially since we do not have any courses built yet). To turn off the Available Courses module, click on the settings wheel in the upper right corner of the Home page. Then click Edit Settings. Then scroll down to the Front Page section and change the first box from List of Courses to None.

Then in the next section, Front Page items when logged in, leave the list of courses to make them visible for logged in users. Then scroll to the bottom of the page and click Save Changes. Then open a web browser and visit your Home page as a non-logged in visitor to verify that the List of Courses box is now gone on our public Home page.

Replace the Moodle Header Title with our own custom Header Image

Go to the Home page of the Moodle Demo Site called Mount Orange School and you will see that it has a cool image instead of a Header title on the Home page. Here is a link to the Mount Orange Demo site Home page: https://school.moodledemo.net/

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We will add a similar header image to our own site by first adding the new header image to our Summary of Site area and then hiding the default Header title. Go back to our default site and click on Home. Then click on the settings wheel and click Turn on Editing. Then click on the Summary of Site Settings wheel. Then click on the Insert or Edit image button. This image properties screen will appear:

15

Click Browse repositories. This opens the File Picker. Click on Upload a File.

16

Click on Browse. This opens your home computer file manager. Navigate to your custom header image and open it. Give it a descriptive name. Then click Save Image. This returns us to the Summary of Site Editor. Click Save Changes.

17

Change Home page background color.

Go to Administration, Appearance, Themes, Boost, Background image. Then drag and drop a light blue image into the background image box. Then click Save and view the Home page again:

18

Use CSS to Hide the Header Title and footer section and add a background color to our content section.

It is useful to know both HTML and CSS to adjust the appearance of a Moodle website. Here is a link to our College in the Clouds free course on learning HTML and CSS:

https://learnhtmlandcss.com/

In particular, it is useful to know how to use the Firefox inspector to identify CSS classes for the HTML elements you want to change. Here is a link to an article I have written on how to use the Firefox inspector:

https://learnhtmlandcss.com/3-css-basics/3-4-how-to-become-a-css-detective

Using this tool, I determined that the CSS selectors for the Moodle Header Area, Content Area and Footer Area are called:

#page-header

#page-content

#page-footer

In addition, if you place the following CSS selector, any change you make will only apply to the Home page header and not to the Moodle header on other Moodle pages.

#page-site-index

Here is the CSS we need to add to hide the header text, hide the footer and use CSS to add a background color to the content area:

#page-site-index #page-header {display: none;}

#page-content {background-color: #ccccff;}

#page-footer {display: none;}

Click on Administration, Appearance, Themes, Boost, Advanced Tab and then copy paste the above into the section called Raw SCSS:

19

Click Save Changes. Then click Site Administration, Development tab, Purge Caches, Purge All Caches. Then open a separate browser, clear the browser cache and reload your Moodle Home page.

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Add a Video to our Home page

Click on the Settings wheel in the lower left corner. This opens the Summary of Site editor. Press Enter on your keyboard to create a new line. Then click on the Insert or Edit a Video icon in the editor menu.

21

If you have created one or more videos for your courses, it is best to host them on a YouTube channel or other video sharing platform. Click on the Video tab. Then copy and paste the video link in the Source URL box. We will insert a link to our College in the Clouds video:

https://www.youtube.com/watch?v=yboWT4OwqEk

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Then click on Display Options. Enter the video Title and size. Since the ratio of modern full screen videos is 16 wide by 9 high, we will use a size of 640 by 360. Then click Insert Media. The Summary Editor might claim that No video with support was found. However, press Enter with your keyboard to create a new line and the error message will go away. Add some text before and after the video.

We have a complimentary website to this Moodle website that has a series of articles on creating your own online course. Here is a link to that website: https://collegeintheclouds.org/

This is a work in progress. We are just getting started adding articles about this important topic. Check back in a few weeks and we should have the entire course posted.

Then save changes and then view your website as a non-logged in visitor.

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Congratulations! You now have a relatively easy way to control the appearance of your Home page welcome article.

What’s Next?

Now that we have control over our Home page Welcome article, we will next look at how to create user roles and permissions.

Most Moodle courses begin with setting up Categories and Courses. The problem with this approach is that categories and courses should be assigned to particular Users who have certain Moodle Roles and Permissions. We will therefore begin by reviewing how to set up User Roles and Permissions and then assign Placeholder Users to assume these Roles and Permissions. We can then assign these Placeholder Users to Categories and Courses in our next article.

A Closer Look at the Moodle Demo Site Roles and Permissions
Unlike Joomla, which has a simple system of assigning a user to a single specific role when the user is created, Moodle has a much more complex User system whereby users are created without any roles. Roles are then assigned later, after courses are created, with users assigned to roles like Teacher or student. This allows a single User to be assigned as a Teacher in one course and as a student in a different course. To see how the Moodle User/Role system works, let’s begin with a review of our initial Moodle Demo Site Roles and Permissions – and then see how these roles and permissions were changed on the Moodle Demo Site with Content. If you have completed the steps in Chapter 1, you can simply log into your new Moodle website. If you do not yet have your own site, then log into the Moodle Sandbox Demo Site.

User Accounts Setting Options… List of Users
Click Site administration, Users tab. Here is the User Accounts section:

01

There is not much to look at here yet as we have not created any additional users yet. Let’s compare these options to the Moodle Demo Site with Content. Here is the link to this site log in page: https://school.moodledemo.net/login/index.php

For username, type manager and for password, type moodle. Then click Site Administration, Users. Here is are the Orange School User Account Settings:

02

The Orange School Demo site is missing the following User Accounts Setting options: Accounts, User Management, User Default Preferences, User Profile fields. We will look at User Management Settings on our Default Moodle website after we create our own list of users. For now, click on the Orange school Browse list of users.

03

The Orange school site has 79 users. Above the user list is a filter where you can search for users by name.

But the list does not show any roles for any users. To see who is in a given role (for example, to see a list of all teachers), click on Show More to see additional filter options. Scroll down to Course Role and click “any role”. Then click Teacher.

04

You can also choose a category course role filter:

05

Then scroll to the bottom of the page and click Add Filter. Here are all the teachers in the Science and Math Department:

06

There are four teachers in the Math and Science Department.

User Accounts Setting Options… Cohorts
Moodle offers another way to organize users besides assigning them to a role. Moodle allows you to divide users into groups called Cohorts. To see a list of Cohorts on the Moodle Orange School site, click on Site administration, Users, Accounts Cohorts

07

You do not need to create any cohorts. But it allows you an additional way to group your users. To see a list of those in the teacher cohort group, click the icon on the far right called Assign:

08

Note that you can enroll an entire cohort to a class. However, if you later remove a person from the cohort, you will also be removing them from the class.

User Permissions Setting Options… Define Roles
On our default website, click on Users, Permissions to see 8 options:

09

However, click on the Orange school User, Permissions and there are only 5 options. User policies, Site Administrators and Unsupported role assignment settings are missing on the Orange school demo site.

10

We will cover Site Administrators on our own Default Moodle site after we add a list of placeholder users. For now, on the Orange school demo site, click on Define Roles.

11

The Orange School site has the 7 default roles of Manager, Course Creator, Teacher, Non-editing teacher, Student, Guest and Authenticated user on frontpage. In addition, the Orange School site has 5 custom roles which are Naughty student, Parent, Question Creator, Calendar editor and Privacy officer.

Click on the Edit button for the Parent Role and scroll down the page to see a detailed list of tasks defining what the Parent role is and is not allowed to do. We will review how to add our own custom roles after we create a list of placeholder users.

User Permissions Setting Options… Assign System Roles

Click on Users, Permissions, Assign System Roles.

12

There are only two system roles you can assign a user to. These are manager and Course Creator.

Click on Manager:

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Three users have been assigned to the manager role. This was done by selecting their name on the left and then clicking Add to move them from the left column to the right column. We will cover this again after we create our own list of users.

User Permissions Setting Options… Check System Permissions
Click on Users, Permissions, Check System Permissions. This brings up the entire list of users. Click on a user to select them. Click on Anna Alexander. Then click Show this users permissions.

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Anna is a System Manager and we are logged in as Anna. She is also an Authenticated user meaning she can make changes on the Front page (aka Home page).

User Permissions Settings… Assign User Roles to Cohort

Click on Users, Permissions, Assign user roles to cohort.

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The first drop down arrow shows a list of users you can choose from. The second drop down arrow shows a list of cohorts that you have created. No cohort role assignments were actually made on the Orange School demo site - and we will not make cohort assignments on our default Moodle site either. Log out of the Orange School Demo site.

What’s Next?

Now that we have some understanding of how users were created on the Orange School Demo site, in the next article, we will set up our own system of Placeholder Users in part as a learning exercise but also to demonstrate a flexible User system that can be adjusted for any Moodle website.