> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add a role or a circle?

The roles and circles of your organization are the basis of its structure:

👉 [Roles](https://help.holaspirit.com/en/article/role-overview-m6cn0z/) capture one or many of your activities. Unlike traditional organizations where a single job description can be restrictive, on Holaspirit you are most often assigned to several roles within the organization.

👉 [Circles](https://help.holaspirit.com/en/article/circle-overview-1wao2aq/) represent your teams. A circle brings together different roles assigned to people. A circle can contain sub-circles, which can themselves contain sub-circles. A circle is effectively the same as a role, just expanded into more parts.
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# Who can add a role or a circle? 

👥 You need to be a member of the circle in which you want to add a role or a circle, either as a member assigned to a role or as a [member without a role](https://help.holaspirit.com/en/article/how-to-add-or-remove-a-member-without-a-role-from-a-circle-ktjmmf/).

---
# Add a role or a circle from the Governance app

You can create a role or a circle:
###### 
From the Chart view of the Governance app

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-10520_s9hgtz.png)

###### Directly from the Circle page

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11252_rkeg3p.png)


* Click on the **Add** button
* Select **Add a role** or **Add a circle**

When creating a role, you can:

* Create a role from scratch
* Create with AI
* Copy from an existing role
* Import a [role template](https://help.holaspirit.com/en/article/role-templates-overview-1wkoq3t/)
* Invite a role to participate in another circle ([Transversal roles](https://help.holaspirit.com/en/article/transversal-roles-overview-wu0nqk/))

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11270_1j3z1qr.png)
When creating a circle, you can:

* Create a circle from scratch
* [Copy from an existing circle](https://help.holaspirit.com/en/article/how-to-duplicate-a-circle-9aewd4/#1-how-to-create-a-copy-of-an-existing-circle)
* Create with AI

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11281_6lfsqf.png)

If you want to explain why you are creating the role or circle, click on **Add a reason.**

The next step in the creation of your role or circle depends on the [decision-making settings](https://help.holaspirit.com/en/article/how-to-set-up-consent-decision-making-for-my-organization-48ala0/) set for your organization.

👉 If your organization is set up in [free decision mode](https://help.holaspirit.com/en/article/what-are-decision-settings-pu7hia/#1-free-decision-mode) (set by default after its creation), it means any circle member can create a role or a circle without needing the other circle member's consent. Click on **Validate** at the bottom of the page and your role or circle will be created in real time and visible in your organization chart.

👉 If your organization is set up in [consent decision mode](https://help.holaspirit.com/en/article/what-are-decision-settings-pu7hia/#1-consent-decision-mode), you will need to submit your evolution (creating a role or circle) as a proposal to the other circle members for them to [review and vote on](https://help.holaspirit.com/en/article/how-to-vote-on-a-proposal-skw67g/) before it's implemented.

From there, you have three options:

* **Submit:** your proposal is immediately be sent to the other circle members for them to validate or reject. If there is no objection within the validation period, your role or circle will be created.
* **Save as a proposal:** save a draft of your proposal in the [Proposals app](https://help.holaspirit.com/en/article/proposals-overview-1pf3w78/) to review, edit and submit when you are ready.
* **Add to a proposal:** if your evolution echoes to another one of your existing proposals, simply add it to that proposal saved in your **Proposals** app.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11310_10te1kp.png)

---

# Add a role or circle during a meeting

**Prerequisites**:

* The [meeting template](https://help.holaspirit.com/en/article/how-to-create-a-meeting-template-1943jyx/) used for the meeting must contain the **Agenda** step. In this step, the **Governance** option must be ticked as the result to be obtained. By default, and for Holacracy practitioners, Governance meetings are the right place to address these topics as the **Agenda** step is already included.

* You must be the meeting secretary to capture the meeting results.

You might want to discuss the creation of a role or circle directly with your team in a meeting. Furthermore, you can submit your idea two ways:

1. If you have already [created your proposal](https://help.holaspirit.com/en/article/how-to-create-a-proposal-140bq49/), you can [import it to the meeting](https://help.holaspirit.com/en/article/how-to-submit-and-track-a-proposal-1pzbcyt/), no matter if it's saved as a draft in your **Proposals** app or if you've already submitted it asynchronously.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11331_1wr756.png)
2. You can [add your idea to create a role or a circle as an Agenda item](https://help.holaspirit.com/en/article/adding-an-agenda-item-to-an-opened-meeting-bjg0v7/) and create the evolution in the meeting as you go, with your circle. The meeting secretary will:

* Click on **Add meeting results**
* Select **Role** or **Circle**
* Click on **Add a role** or **Add a circle**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11343_7p2oxe.png)
* Fill in the role or circle information
* Click on **Save** to confirm

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-07-24-at-11353_1lebu48.png)
You will be able to discuss the proposal with the participants of the meeting to decide together to either validate or reject it. If everyone consents, the evolution will be validated by the meeting secretary and implemented right after the meeting is closed.