In Holacracy, assigning non-elected roles is a Lead Link's accountability. However, in Holaspirit, if you're an Admin of the circle, you are also eligible to assign roles.

Holaspirit allow you to customize how you'd like assignation to be handled in your organization. You can change the role in charge of assignation in the circle settings.

How to assign someone to a role

  • Navigate to the role page
  • Click + Add member
  • Scroll through the list of all members or search for them by name
  • Click Add for each of the members you want to add to the role
  • You can decide whether you would like them to be a core member and/or define a Focus for them

The user will be notified by email.

Note: The role assignment icon will only be visible if you are a Lead Linkof the circle in question, or an administrator for the organization.

How can I remove someone from a role?

  • Navigate to the role
  • Click on the 3 dots to the right of any member to access additional options
  • Click Unassign and Validate

The user will be notified by email.

How can I edit the focus of a role holder?

  • Click on the 3 dots to the right of any member ont he role card and click Edit
  • From there, you can add, edit a focus for the member or update whether or not they are considered a core member
  • Click Save
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