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How to add or remove a member without a role from a circle?

There might be some cases where you need to add a member to a circle in which they do not hold a role in order for them to:

Attend the circle's meetings
Be able to submit and vote on proposals and/or participate in the evolution of the circle
Work on the circle's operations (projects, actions, OKRs…)

That's why we've made it possible to add members to circle without them holding a role within it!


How to add a member without a role?



Assigning rules depend on how your organization is configured:

If no role is defined as in charge of assignation across the organization, all members of a circle can add and remove other members.
If a role is in charge of assignation in the organization, only it can add members to the circle.

👉 All members added to a circle are decision makers (core members) by default, apart from Inactive members.

📌 Note: All members can be added as a member without a role no matter their status (Inactive, Admin, User).

Option 1



Go to the circle page to which you want to add a member
Click on the 3 dots in the top right corner of your screen
Click on Add member
Search the member you want to add and click on Add.



Option 2



Go to the circle page you want to add a member to
Scroll down to the Members without role section at the bottom
Click on Add member
Select the member and click on Add



Option 3



Go to the circle you want to add a member to
Go to the Members tab
Click on Add a member
Select the member from the list or type their name
Click on Add




How to remove a circle member without a role?



Option 1



### Go to the circle you want to remove a member to
In the Overview tab, go to the Members without role section
Click on the 3 dots to the right of the member you want to remove
Click on Remove



Option 2



Go to the circle you want to remove a member to
Go to the Members tab
Click on the 3 dots to the right of the member you want to remove
Click on Remove

Updated on: 14/04/2025