How to delete a role or a circle?
In this article, you will find the different ways to delete a role or a circle from your organization. Any circle member can delete a role or a circle.
📌 Note: Upon deleting a role/circle, you can reassign Projects, Actions, OKRs, Documents, and Publications to another role or circle. The Metrics, Checklists, and Policies will be deleting with the role/circle.
Who can delete rols and circles?
To delete a role, you need to be a core member of the circle holding it.
To delete a circle, you need to be a member of the circle holding it.
Delete a role or a circle asynchronously
- Go to the circle or role page you want to delete
- Click on the three dots at the top right of the page
- Click on delete circle or delete role
- Add a reason to explain why you want to delete the circle or role (optional)
- If your organization is set up in free mode, click on Validate. The deletion will apply automatically.
- If your organization is set up in consent decision mode, you can save this evolution as a proposal to review and submit later, or click on Submit to send the proposal to your circle. The changes will be submitted to the circle members, and, if there is no objection, will be applied.
Delete a role or a circle during a meeting
When you want to change the structure of your organization by deleting a circle or a role, you can discuss this in a meeting. To do that, the meeting template must contain the Agenda step and the Governance meeting step must be included. Then, the secretary of the meeting can capture a deletion of a role/circle as a result of an agenda item. If you want to delete a role within a circle, open the meeting for that circle. If you want to delete a sub-circle, open the meeting for the circle that contains the sub-circle you want to delete.
To delete a role or a circle during a meeting:
- Either add your agenda item or import your proposal
- As the secretary of the meeting, click on Add meeting results
- Select Role or Circle
- Select Delete a role or Delete a circle
- Select the role you want to delete from the drop-down list
- Make sure to relocate the Projects, Actions, OKRs and Documents of the role or circle to prevent you from losing objects.
- Click on Save
If no circle member objects, the meeting secretary will click on Validate to confirm and the role or circle will directly be deleted from your organization.
Updated on: 13/08/2025