1. Navigate to the Role Management Page
  • Go to Site administration > Users > Permissions > Define roles.
  • At the bottom of the page, click “Add a new role.”
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2. Select a Role Archetype or Start from Scratch
  • Choose an existing role to use as a template, or select “No role” if you want to create the role entirely from scratch.
Using an existing role as a base can save time, as it preloads common permissions.
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3. Define the Role’s Basic Information
Enter the following details:

  • Short name – must be unique and must not duplicate any existing role short name in Moodle.

  • Custom full name – the display name of the role.

  • Description – explain what the role is for and how it should be used.

  • Context types where this role may be assigned – choose where the role can apply (e.g., system-wide, category, course, or activity level).

Tip: Restricting context levels helps prevent the role from being assigned in inappropriate places.

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4. Configure Permissions
Scroll through the permissions list and select the capabilities you want this custom role to have.

  • Use the Filter box to search for specific capabilities.

  • Refer to similar roles if unsure what permissions are needed.

  • Avoid granting powerful system capabilities unless necessary (e.g., moodle/site:config).

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5. Review and Create the Role
  • After reviewing the selected permissions, click “Create this role” at the bottom of the page.
  • Your new custom role should now appear in the list of roles.

You may also refer to this Video Tutorial: How to create a custom role in Moodle?