> ## 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).

# Manage Highlights as an Admin

Looking for an easy way to navigate the chart? The solution is right here: **Role and Circle Highlights**! Add a pop of colour to **roles and circles** in the organization's chart to identify them, depending on the way they work.
---

# What are Role and Circle Highlights?

Based on role and circle fields, Highlights are feature presenting **colours applied to** **roles and circles** which contain certain information in their fields.

👉 [More about Role and Circle Fields](https://help.holaspirit.com/en/article/how-to-edit-core-and-custom-governance-fields-for-roles-and-circles-1xxt4ik/)

The colours will be applied to the chart and **visible to all members,** together with a **legend** based on the rules you defined. What is more, they can also be displayed in the **public chart** if your organization's settings are configured so. 

👉 [More about making my organization public](https://help.holaspirit.com/en/article/how-to-make-my-holaspirit-organization-public-fme7ow/)

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18105_fy2bbs.png)
📌 **Note**: Role and Circle Highlights work for both **Holarchy** and **Network of Teams** charts.
---

# Navigating Role and Circle Highlights

The Highlights can be easily navigated by **all members**. With the  [customized chart views](https://help.holaspirit.com/en/article/how-to-manage-chart-custom-views-1l9orll/), it is possible for members to personalise their chart and to choose only the highlights they want to see. The interactive  **chart legend** helps to  **filter** the Highlights applied by clicking on the chosen one's name. Decide which colour to select to improve visibility of your chart.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18120_m2dhbi.png)
📌 **Note**: Members can decide which highlight to see on **their chart only**.
---

# How to add Role and Circle Highlights to your chart?

👤 Only **Admins** can manage the Role and Circle Highlights.

As an Admin, you can apply colours to your chart by **defining certain rules**. They depend on the content of the **role and circle fields** (set by default or customized). It is possible to define as many rules as you need!

Then, when the highlight is set up, members of your organization can freely decide to use it, [customizing it on the chart](https://help.holaspirit.com/en/article/how-to-manage-chart-custom-views-1l9orll/) at the same time.

**To add highlights to your chart:**

* Click on your avatar and select **Administration**
* Go to **Chart settings**
* Click on **Add highlight** button

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18132_ckam15.png)
* Enter the **Highlight's name** (it will be visible in the legend next to the chart)
* Choose where to apply your Highlight to: **roles, circles** or **both**
* Define the rule which the roles/circles need to match
* Pick the Highlight **colour**
* Click on **Create** to save the **Highlight**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18142_1oq61a8.png)
📌 **Note**: You can create more complex and multi-variant rules as needed.

After applying the Highlights for your organization, the **chart will be automatically updated** and the colours will be visible to **all members**. You can check how many roles and circles your Highlights match with:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18144_e6zp26.png)

---
# What rules can be used for Highlights?

To make sure you can use the Highlights to match your roles and circles in the best way, we've created a variety of rules which can apply to only roles, only circles or both.

👉 Rules for **Roles**:

* **Content** on the role's Name, Purpose, Accountabilities, Domains and custom fields
* **Role Type** - Core Role, Main Role, Transversal Role, In charge of assignation, Elected Role, Rep & Lead Link, Vacant and Hiring
* **Specific role** - Choose the roles in the list
* **FTE** - only if the Time Spent in Roles add-on is enabled
* **Role template** - includes all the roles linked to the role template

👉 Rules for **Circles**:

* **Content** on the circles' Name, Purpose, Accountabilities, Domains and custom fields
* **Circle** **Type** - Transversal circle, Vacant circle
* **FTE** - only if the Time Spent in Roles add-on is enabled
* **Specific circle** - Choose the roles in the list

👉 Rules for **both Roles and Circles**:

* **Content** on the roles ands circles' Name, Purpose, Accountabilities, Domains and custom fields
* **Circle** **Type** - Transversal circle, Vacant circle
* **FTE** - only if the Time Spent in Roles add-on is enabled
* **Specific role or circle** - Choose the roles in the list
---

# How to edit or delete Role and Circle Highlights?

To **edit** or **delete** a Role or Circle Highlight, click on **three dots menu** on the right of the desired field:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18160_807aac.png)
When **editing**, you can modify all the fields completed when creating it. Click on **Edit** to save the changes:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18163_y8h2sq.png)
📌 **Note**: Editing or deleting a Role or Circle Highlight will automatically **change the chart colours**.

To **change the order** of the Highlights, simply hover the mouse to their left and drag them as desired. Changing their order in the administrative settings will likewise change the legend visible to all members on the main governance page.  
  
---

# Customizing role and circle fields

To personalize your organization's chart as much as possible, apart from the fields set by default, **you can add extra custom role and circle fields**:

* Click on your avatar and select **Administration**
* Go to **Governance fields**
* Click on the **Add custom field** button
* Complete the **Name** and **Description**

* Select the **type of your custom field**:

* **Single select**
* **Multiselect**
* **Text**
* **List**
* **No display** (field is created, contents are saved, but it does not show on role and circle pages)
* Decide whether you would like to apply it to **roles**, **circles** or **both**
* Click on **Create field** to confirm

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18174_t6jjvx.png)
The custom field will automatically appear on all **roles and/or circles pages** in your organization:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-18-at-18184_fq9fbo.png)
