Editing Trainers can do almost anything within a course, including adding or changing the activities and grading Learners.
By default, Editing Trainers can also assign the Trainer role and/or the Learner role to other users. Other capabilities of an Editing Trainer include:
Users are not assigned the role of Editing Trainer throughout the site by default, but are instead assigned (enrolled) as an Editing Trainer to a each course as required, one at a time. The same applies to Learners.
Editing Trainers can only make changes in the courses they have been enrolled in.
To enrol an Editing Trainer you will need to have appropriate permissions. Roles with the correct permissions by default are Site Manager, Site Administrator, and Editing Trainer. Once you have one of these roles you can follow the steps below:
The user will then appear in the list of enrolled users and will no longer be available in the search list.
For more information on manually enrolling Editing Trainers and other enrolment method see the Enrolment Help page.
You might wonder if it is possible to add an Editing Trainer/Trainer or Learner to a role at site level. This is possible, but it is not best practice.
Editing Trainers/Trainers and Learners typically work in one or more individual courses. It is unusual for a Learner to be studying every single course on your Totara Learn and unusual for a Editing Trainer/Trainer to be training in every single course. The Site Manager role might be one that makes sense to assign on a system or category context.
Rather than assigning an existing role to the system content, it is advisable to create a new role based on the Editing Trainer/Trainer or Learner role and assign this in the system context. Then assign individuals to that role.
You can see more about creating and assigning site-level access on the Roles Help page.
If you wish to give the Editing Trainer role to one or more users across a category you will need to enable the role at the right context. To do this, follow these steps:
It is worth noting that by default, the Editing Trainer role is enabled at Course level which is what allows you to enrol an Editing Trainer to a specific course. If you also tick the box for Category, a user can be enrolled with all the permissions of an Editing Trainer at category level, giving them access (and permissions) to any course contained in the specific category.
After the role has been enabled for the correct context you can then assign it to specific users at that level. To assign an Editing Trainer to a category, follow these steps:
If you want to give only some Editing Trainers these privileges, you may want to create another Editing Trainer role that gives those permissions only to those trusted Editing Trainers who have been assigned that role.
If you really need to change the default Editing Trainer role, follow these steps:
Be careful what you allow an Editing Trainer to do whilst you are adjusting the role's permissions/capabilities. Consider the security vulnerabilities of giving an Editing Trainer an inappropriate permission. Only give the Editing Trainer permissions that are necessary or appropriate. To the right of many of the Allow check boxes are coloured triangles that notify you of possible security warnings for each choice. Use those warnings to help you decide which permissions you will or won't give to your Editing Trainers.
|If you need to modify the Editing Trainer role significantly, it is advisable to create a new role rather than editing the default Editing Trainer role.|