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Roles

User roles provide a hierarchical way to group learner portal users by role. They can be used in assignment, targeting, and user profile management when role-based user grouping is needed.

note

User role management is an optional feature and is off by default. When it is not enabled, the Users > Roles menu and the user profile Roles block are not shown.

In this section​

Roles List​

The Roles page lists user roles. The table includes Name, Description, and Updated.

The Add action creates a new user role.

Add Role​

The Add role form includes:

  • Name – the role name.
  • Short description – a short explanation of the role.
  • Can be assigned to users – makes the role available for direct manual assignment to users.
  • Parent role – places the role under another role in the role hierarchy.
  • Permission labels – labels used to control administrator access to the role.

Role Details​

The user role detail page contains these tabs:

  • General information – Name, Short description, Can be assigned to users, Parent role, and Permission labels.
  • Members – users who currently belong to the role.
  • Assignment – rules and manual assignments that add users to the role.
  • Usage – where the role is used, with Name and Type columns.

The Assignment tab can assign users by filters or by manually selecting users. Rule-based members are managed through the assignment rules; manual members are managed through the manual assignment list.

Roles On User Profiles​

When user roles are enabled, the user profile General tab shows assigned Roles in the user's attributes. It also includes a Roles block for editing direct role assignments.

The profile Roles block includes a role table with Name. Expanding a role shows Role name and Description. Roles assigned by rule are marked as rule-based and cannot be removed directly from the user profile.

The Add roles to this user field is used to add assignable roles directly to the user.