[ARCHIVED] Copy roles and permissions

[jcrawford]

Is there a way to "copy" a custom role and its permissions from one sub-account to another?  I am creating a Guidance Counselors role with permissions allowing them to search courses and users across their account, but not change any course content.  I could do this in each sub-account, but with 20 schools, that would be pretty time consuming... Any ideas would be greatly appreciated!

[rake_9 · Accepted solution]

We have a role that has some similar characteristics that we use for distributed support staff (people who work in colleges and departments, providing LMS support).  We give support people a separate account for doing support work (to keep the permissions / access separate from the account they would use as students and teachers)

The Affiliate role is an account role rather than a course role.  It exists at the top level.  We create the new support account and then add it to the specific sub-accounts, using the Affiliate role.  When logged in with that account, the user can see / search all the courses in their sub-account.  When they do a user search, they only find people who are enrolled in courses in their sub-account.

Would that work?

[jcrawford]

Yep!  That makes sense!  Thank you!

[ColinMurtaugh]

Hi Jennifer --

We do basically the same thing that Valerie's institution does -- we have roles defined at the top level, and then grant them to people at the sub-account level.  Even though the role is defined globally, users will only have permission to do things under the sub-account at which they were granted the role.  

Roles that are defined at the top level flow down and are available to the accounts below in the hierarchy. You can still customize the permissions associated with the role at the sub-account level -- this can be useful if you need to have some minor differences in what these roles are allowed to do across your sub-accounts. 

--Colin