== Adding users

This is a Two-step process,

**01- Authentication**

a. mail-based self-registration
b. add new users individually
c. create bulk accounts via a CSV

**02- Enrolment**

a. Manual enrolment
b. Self enrolment


----
==== 01 - Authentication

Everyone using your site is required to have an account. You may allow people to create their own account using email-based self-registration, or you may add new users individually,or you may create bulk accounts via a CSV file, or choose from several other authentication methods.


===== a. mail-based self-registration


To enable email-based self-registration in Moodle, follow these steps:

 ** i - Log in to Moodle:**

 Access Moodle with administrative privileges using your credentials.

 ** ii - Access Site Administration:**

 Once logged in, navigate to the "Site administration" area. This is typically located in the top-right corner of the page.

 ** iii - Enable Self-Registration:**

   - In the "Site administration" area, locate and click on the "Plugins" tab.
   - Under "Plugins," click on "Authentication."
   - Look for the "Self-registration" authentication plugin and click on it.

 ** iv -Configure Self-Registration:**
 - On the "Self-registration" plugin page, you'll see various settings related to self-registration.
 - Ensure that the "Enable email-based self-registration" option is checked or toggled on.

 ** v - Configure Email Settings:**
  - Below the "Enable email-based self-registration" option, you'll find settings related to email verification.
  - Configure the email settings as per your requirements, such as the email address from which verification emails will be sent, the email subject, and the email message content.
 ** vi - Save Changes:**

  - After configuring the self-registration and email settings, scroll down to the bottom of the page.
  - Click on the "Save changes" button to save your settings.


 ** vii - Test the Registration Process: **

Log out of Moodle or open a private browsing window to test the registration process as a new user.
Navigate to the Moodle login page and look for the "Create new account" or "Sign up" link.
Click on the link to initiate the self-registration process.
Fill out the registration form with the required information, including a valid email address.
Submit the form and check the email inbox associated with the provided email address for the verification email.
Follow the instructions in the verification email to complete the registration process.


===== b. add new users individually

   ** 01 Log in to Moodle:** 
 - Access Moodle with administrative privileges using your credentials.

 **02 Access Site Administration:**
 - Once logged in, navigate to the "Site administration" area. This is typically located in the top-right corner of the page.

 **03 User Management:**
 
 - Under "Site administration," locate and click on the "Users" tab. 

 **04 Add a New User:**
 In the "Users" section, click on "Add a new user."

 **05 Fill Out User Details:**
   - You'll be presented with a form to fill out the new user's details. Required fields may include:
 **- Username: Unique identifier for the user's login. When creating the users, the username should follow the format as shown in the example: (universityname_username) like this (UOP_sahan). Each university participant should differentiate their username by appending a unique identifier (e.g., UOP_abc, UOP_bcd).**
   - Password: Set a password for the user's account.
   - Email address: User's email address.
   - First name and Last name: User's name.
   - You may also have additional fields depending on your Moodle configuration, such as custom profile fields.

 **06  Optional Settings:**
  - Depending on your needs, you may want to configure additional settings for the new user, such as:
  - Enrollment options: If the user needs to be enrolled in specific courses upon creation.
  - Role assignments: Assigning the user a specific role within Moodle (e.g., student, teacher, administrator).
  - User preferences: Setting default preferences for the user, such as language or timezone.
 ** 07 Confirm and Save:**

   - Once you've filled out the required details and any optional settings, review the information to ensure accuracy.

  - Click on the "Create user" or "Add user" button to save the new user.Verify Creation:

After saving, you should receive a confirmation message indicating that the user has been successfully created.
Optionally, you can navigate to the "Site administration" area and select "Users" to view a list of all users, including the newly added user.
Notify the User:
Inform the new user of their login credentials, including their username and password, so they can access Moodle.

===== c. Create bulk accounts via a CSV file**


To create bulk accounts via a CSV file in Moodle, follow these steps:

1. **Prepare CSV File**:
   - Create a CSV (Comma Separated Values) file containing the user information you want to import. The file should include columns for each required user attribute, such as username, password, email address, first name, last name, etc. Here's an example format:

√. 
  {{{
   username,password,email,firstname,lastname

   uop_sahan,password123,sahan@example.com,Sahan,Fernando

   uop_abc,password456,madura@example.com,Madura,Smith
   ```
  }}}

   you can  **downlord CVS file **[https://ws.learn.ac.lk/attachment/wiki/Adding-users/N-Admin-bulkuser%20.2.csv here ]


   Ensure that your CSV file is correctly formatted and that the required fields are included.

2. **Log in to Moodle**: Access Moodle with administrative privileges using your credentials.

3. **Access User Management**:
   - Once logged in, navigate to the "Site administration" area. This is typically located in the top-right corner of the page.
   - Under "Site administration," locate and click on the "Users" tab.

4. **Access Bulk User Actions**:
   - In the "Users" section, look for the "Accounts" submenu.
   - Click on "Upload users."

5. **Upload CSV File**:
   - On the "Upload users" page, you'll find an option to upload a CSV file.
   - Click on the "Choose a file" button or similar to select the CSV file you prepared.

6. **Configure Upload Settings**:
   - Moodle will display options for configuring the upload process.
   - Choose the appropriate settings based on your CSV file format and the desired actions. This may include options such as:
     - Update existing users: Whether to update existing user accounts based on the information in the CSV file.
     - Create new accounts: Whether to create new user accounts for users not already in Moodle.
     - Map fields: Map the fields in your CSV file to the corresponding user attributes in Moodle (e.g., username, email, first name).

7. **Initiate Upload**:
   - Once you've configured the settings, review them to ensure they're correct.
   - Click on the "Upload users" button or similar to initiate the upload process.

8. **Verify Upload**:
   - Moodle will process the CSV file and display a summary of the upload results.
   - Verify that the users have been successfully imported into Moodle by checking for any error messages or warnings.
   - Optionally, you can navigate to the "Site administration" area and select "Users" to view a list of all users, including the newly added users.

By following these steps, you'll be able to create bulk accounts in Moodle using a CSV file, allowing you to efficiently import multiple users at once.

----
==== 02- Enrolment 

Now is the time to give users their student, teacher, or other roles. Once users have an account, they need to be enrolled in courses. This can be done through self-enrollment, manual enrollment by an administrator, or through various other methods.

===== a. Manual enrolment


1. **Log in to Moodle**: Access Moodle with administrative privileges using your credentials.

2. **Access Course Management**:
   - Navigate to "Site administration."
   - Under "Courses," click on "Manage courses and categories."

3. **Locate and Enter Course**:
   - Navigate to the course where you want to manually enroll users.

4. **Access Course Settings**:
   - Within the course, click on the setting icon (usually represented by a gear or cogwheel).

5. **Navigate to Participants**:
   - In the course settings, navigate to the "Participants" tab or section.

6. **Access Enrolled Users**:
   - Look for an option labeled "Enrolled users" or something similar, depending on your Moodle version.
   - Click on it to proceed to the list of enrolled users.

7. **Enroll Users**:
   - On the "Enrolled users" page, look for an option to manually enroll users.
   - This may be labeled as "Enroll users," "Assign roles," or similar.

8. **Select Users and Roles**:
   - Choose the users you want to enroll by checking the checkboxes next to their names.
   - Select the appropriate role for each user from the dropdown menu.

9. **Confirm Enrollment**:
   - Review your selections to ensure accuracy.
   - Click on the "Enroll" or "Assign roles" button to confirm the enrollment.

10. **Verify Enrollment**:
   - Moodle will process the enrollment requests and display a confirmation message.
   - Optionally, you can navigate back to the "Enrolled users" page to verify the enrollment of the newly added users.

By following these steps, you'll be able to manually enroll users in Moodle courses, assigning them specific roles and granting access to course content and activities.


===== b. Self enrolment.


1. **Log in to Moodle**: Access Moodle with administrative privileges using your credentials.

2. **Access Course Management**:
   - Navigate to "Site administration."
   - Under "Courses," click on "Manage courses and categories."

3. **Locate and Enter Course**:
   - Navigate to the course where you want to enable self-enrollment.

4. **Access Course Settings**:
   - Within the course, click on the setting icon (usually represented by a gear or cogwheel).

5. **Navigate to Enrollment Methods**:
   - In the course settings, navigate to the "Participants" tab or section.
   - Look for an option labeled "Enrollment methods" or similar in a drop-down menu.

6. **Add Self-Enrollment Method**:
   - Click on "Enrollment methods" to view the available enrollment methods for the course.
   - If "Self enrollment" is not already listed, click on "Add method" and select "Self enrollment" from the dropdown menu.

7. **Configure Self-Enrollment**:
   - Once "Self enrollment" is added as an enrollment method, configure its settings by clicking on the gear or edit icon next to it.
   - Configure settings such as enrollment duration, enrollment key (password), and any other relevant options.

8. **Save Changes**:
   - After configuring the self-enrollment settings, click on the "Save changes" button to apply the changes.

9. **Communicate Enrollment Process**:
   - Inform potential participants that they can now self-enroll in the course.
   - Provide them with any necessary information, such as the enrollment key (if required) and instructions on how to access the course.

10. **Verify Enrollment**:
    - Once self-enrollment is enabled, users will be able to enroll themselves in the course.
    - You can monitor the enrollment status of the course participants by navigating to the course administration area and selecting "Participants."

By following these steps, you'll be able to enable and configure self-enrollment for courses in Moodle, allowing users to enroll themselves in the course without requiring manual intervention from administrators.