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The Preferences preferences page provide access to various settings and rules specific to a user.  It can be accessed directly from the User menu top right or from a link in the user's Profile page under the Administration block.

User menu

Site administrators Administrators can also access the Preferences preferences of another user from a link on their Profile page.

The sections and information displayed is dependant dependent on the user's permissions within the system as well as whether functionality (such as Notes and Messaging) has been turned on at the site level. 

User preferencesImage Removed

User account

Links here allow users to edit their profile information and change their password, set their preferred language (if allowed) specify how they wish to receive forum messages and other notifications, choose a text editor (if allowed).

  • Edit profile

A
  • : A user can edit their account and profile information including update their Password and upload a user picture from this link. Please see User

Accounts 
  • Info
    A Site
administrator
  • Administrator may Lock certain profile fields to prevent them from being edited by a learner. This is usually employed where user accounts are created via another system such as an internal HR Management tool.  Please see Authentication
 for
  •  for more information.
  • Change password
  • Where allowed, a user can also reset their password from the Change password link.
 Note all
  • All passwords must adhere to the
Password Policy
  • password policy as set within the Administration block via Site administration > Security > Site policies
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  • .
  • Preferred language
  • Note that specifying a preferred language here will only affect the Totara Learn navigation and contextual help and not any course content
.
  • Forum preferences

Email digest type: This setting determines how a user will receive any posts from Forums to which you they are subscribed, allowing them to receive messages individually or on a daily basis. The three digest options are:

  • No digest: The user will receive one e-mail per forum post.
  • Digest - complete posts: The user will receive one digest e-mail per day containing the complete contents of each forum post.
  • Digest - subjects only: You will receive one digest e-mail per day containing just the subject of each forum post.

You can also choose a different setting for each forum if you wish.

Forum auto-subscribe: This setting specifies whether a user will receive email copies of any posts that are added to Forums in which they have previously posted.  This can be manually overridden within a Forum.

Forum tracking: Enabling forum tracking will highlight posts that have not yet been read (where allowed within the Forum).

Editor preferences

  • : Within forum preferences you can configure various setting. (see the Forum page for more information)

  • Editor preferences: If an HTML editor such as Atto or TinyMCE is selected, text input areas will have a toolbar with buttons for easily adding content. If Plain text area is selected, a format for text input areas such as HTML or Markdown can be chosen. 

  • The list of available text editors is determined by the Site

administrator. You can read more on the Text Editors page
  • Administrator.

  • Calendar
  • preferences: You can edit some of your personal display preferences for the calendar, including time format (12 or 24 hour clock), when the first day of the week is, and how many upcoming events to display
. Once you have made any changes remember to click the Save changes button. 

Messaging

  • (see Calendar for more information)
  • Messaging: Messaging preferences allows a user to choose how to receive each of the various notifications they will receive from the LMS when both logged in or offline.

    Info

    The options displayed horizontally (such as

Task
  • task block,

Alert
  • alert block,

Pop
  • pop-up notification,

Email
  • email) are set by a Site

administrator

Jabber message

If a Jabber server has been setup then Jabber can be used for messaging and a range of display and editing options.  Please see Messaging and Message Outputs for more information.

Email format

A user can also specify the format for email messages, whether to prevent non-contacts from sending them instant messages and optionally temporarily disable notifications except those that are forced by the Site administrator.

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  • Security keys: It is possible to get a security key for use with external services, such as secure RSS feeds. The Security keys link will not always appear in the user preferences menu. It will only appear here if the Site Administrator has gone to Site administration > Advanced features and ensured the Enable RSS feeds option is ticked. Once this is enabled users can then access the security key link in the user preferences to generate and reset a security key. Site Administrators can also generate security keys for users, please see the Manage tokens section of the Web services help page

Badges

Here the user can manage and download their badges, set privacy levels and connect to their backpack. Within the badges section you will find links to:

  • Manage badges
  • All badges earned within the Totara Learn site by completing courses, course activities and other requirements can be managed within this area including whether the badges are displayed to all users or are private within the user's profile page
.
  • Badge preferences
  • Allows a user to specify the default visibility of the newly earned badges
.
  • Backpack settings
This page allows
  • Allows the user to set up connection to an external backpack provider
. Connecting to a backpack allows a user display external badges within this site and push badges earned within this Totara Learn to the user's backpack for sharing elsewhere (such as Wordpress, LinkedIn etc).  

Currently, only Mozilla OpenBadges Backpack is supported. The user will need to sign up for a backpack service before setting up a backpack connection on this page.

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See the Open badges Help page for more information on using and managing badges, as well as connecting to external providers.

Roles

The user's roles and permissions may be viewed and updated here by a Site administrator Administrator and roles assigned within the individual's account (User Contextuser context). Within the roles section you will find links to:

  • This user's role assignments
This link will display
  • : Displays the user's permissions at the various
Contexts
  • contexts where applied (
System
  • system,
Front
  • front page,
Program
  • program,
Category
  • category,
Course
  • course,
Activity
  • activity/
Resource
  • resource, block,
Block
  • and/or
User).  

Please see Roles and the Glossary of Terms for information on Roles, Contexts, Permissions and Capabilities. 

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Use the edit icon (Image Removed) to edit the displayed Permissions or the eye icon (Image Removed) to check Permissions relating to this role assignment.

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  • user)
  • Assign roles relative to this user
  • : Assign a role at this user's context from the list available
.
  • Permissions
  • Show which
Capabilities
  • capabilities the various user roles available within the site, have at this user's context
  • Check permissions
  • Check the
Capabilities
  • capabilities specific users hold within this user's context

Please see the Roles and Glossary of terms Help pages for more information on roles, contexts, permissions, and capabilities. 

Portfolios

Where portfolios have been enabled and configured, their visibility can be set here on an individual basis.

Blogs

Blog preferences may be set here and external blogs registered. Within the blog section you will find links to:

  • Blog preferences
  • : A user may specify the number of blog entries which will be displayed per page
  • External blogs
  • A user may register an external blog so that it displays within this area
.
  • Register an external blog

RSS feed URL:  Enter the RSS feed URL of the external blog.

Name: Enter a descriptive name for the external blog. (If no name is supplied, the title of the external blog will be used).

Description: Enter a sentence or two summarising the contents of the external blog. (If no description is supplied, the description recorded in the external blog will be used).

Filter pages: Use this feature to filter the entries to use. If Tags are specified here (separated by commas) then only entries with these tags will be copied from the external blog.

Add these tags: Enter one or more local tags (separated by commas) to automatically add to each blog entry copied from the external blog into the local blog.

  • : When registering an external blog you may set the following 

See the Blogs Help page for more guidance on using and configuring external (and internal) blogs. 

Miscellaneous

What displays here depends on the permissions and roles of the user and the functionality enabled within the site. For example, if Event monitoring is enabled on the site, a link will be available in this section.


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