On Holaspirit, you'll find 4 types of members with different permission levels:
Users can access all pages, but can't invite members or modify organization settings.
Admins can access all pages, invite new members, modify organization settings and view or manage billing information.
Inactive are people inside or outside your organization that you invite to view your governance. A very limited role, Inactives can only view the governance tab and access the information about the roles and circles they are assigned to. They are free users.
Owner has total control over the account and only they can transfer ownership to another user. The person who creates the account automatically becomes the Owner.
👉 Go straight to 'How to edit a member?'
User Rights
What can they do?
Users have basic permissions and have access to all the features in the organization (except the admin features).
Users can :
Hold multiple roles within the organization
Add new roles inside their circles
Attach document to their roles
Participate to their circle's meetings
Add, edit and delete Checklists, Metrics, Projects, Actions and OKRs for their roles and circles
Submit asynchronous gouvernance proposal to other members of their circles
Access all the organization Projects, Actions and OKRs
Consult the Members directory
Notes :
Permissions also depend whether the user is part of a circle or not.
Generally speaking, a user can add, edit and delete items only inside the circle they are part of.A user can be defined as non-core member of a circle and be excluded from the governance decisions process of the circle. The member cannot vote on any governance proposal nor participate in the meetings of the circle.
Admin Rights
What can they do?
Administrators hold the highest level of access you can give a user. They can basically see and do anything including adding users or changing billing and subscription informations.
We advise to use the admin access with caution and give these rights only to people who explicitly need it.
Administrators can:
Manage the account subscription
Create role templates
Create meeting templates
Manage assignment settings
Choose the organization's governance mode
Access the organization's statistics
Activate apps for the organization (such as Time Spent in Roles, Holacracy onboarding program or the Translation App)
Do everything a User can do
Inactive Rights
What can they do?
Inactives are free users who can view the organization and the Members directory but have no rights to interact with the activities and roles. They can be assigned to roles or circles but won’t be able to take part into the decision making process.
⭐ Best practice tip:
Use this level of users to share your organization with people who won’t use Holaspirit much to create transparency and clarity about the role's accountabilities and who does what.
When just started with Holaspirit, you can add inactive members to give them a glimpse to what Holaspirit is and switch them to User when they're ready.
Owner Rights
What can they do?
Owner have the same rights as Admins with the addition of being able to delete the organization or change the organization's owner.
By default, the member who creates the organization becomes its owner.
How to edit a member?
Admins can edit a user's information and privilege after they've been created.
Option 1
Navigate to the user card from the Members menu
Click Edit member at the top right corner
Edit what you deem necessary and click Save to confirm
Option 2
In the Administration section, go to the Manage users section.
Click on the 3 dots at the right side of the member you'd like to edit
Click on Edit member
Edit what you deem necessary and click Save to confirm
Note: If a user is part of more than one organizations, an Administrator cannot change the user's email address. Only the user can.