Holaspirit gives organizations the option of deciding how role assignments should be handled and which roles can assign roles within each circle.

Jump ahead to:

What are the options to assign members to roles?

How to assign a member to a role?

How to remove a member from a role?

Adding a Scope to a member to specify its function in the role

Non-core members and how to assign them


What are the options to assign members to roles?

There are 3 options as to assigning roles to the members of your organization:

1. A role is in charge of assigning members to roles within the circle

Usually, in a Holacracy-based organization, the Circle Lead is in charge of assigning non-elected roles. An administrator can define the role in charge of assignation in the circle settings. It is possible to set up any role template as the role in charge of assigning member to roles within the circle.

In this setup, members of the organization can also apply for roles. (Read more)

๐Ÿ‘‰ How to manage assignation for roles in your circle

2. All members of a circle can join the roles freely

If there is no role in charge of assigning roles in the circle, then all members of a circle can join a role.

3. The role is elected

Some roles might need one or multiple members to be elected by the circle, rather than assigned. These roles are elected through following the governance process, either during a circle meeting or through a proposal outside a meeting.

Note: In the organization's circle settings, you can enable for all roles in your organization to be elected ones.

๐Ÿ‘‰ How to hold an election for an elected role?

โญ Tip: Circle settings can be set up at the organization level for the rules apply to all circles in the organization or they can also be personalized at the circle level, if the circle wishes to proceed differently. As a consequence, the circle becomes independent of the settings defined in the Administration.


How to assign a member to a role?

Prerequisite: Depending on the settings for the circle, you must be the role in charge, or a member of the circle to be able to assign members.

Note: More than one member can be assigned to a role.

If there is no role in charge of assignation:

  • Go to the role page

  • Click + Add member

  • Scroll through the list of all members or search for them by name

  • Click Add next to the member you want to add to the role.

By default, the member is added as a core-member in the role and will be notified by email.

From the role page you can also:

  • Click on the three dots in the top right of the page

  • Click on Join

You can also do it the same way from the Roles page of the Governance app.

For elected roles, proceed to an election to nominate the member(s) to be elected to the role. You need for the other circle members to consent to their election.

๐Ÿ‘‰ More about how to hold an election for an elected role


How to remove a member from a role?

Prerequisite: Depending on the settings set for the circle, you must be the role in charge of assignation, or a member of the circle to be able to unassign members from.

  • Go to the role page

  • Click on the the dots to the right of the concerned member

  • Click on Unassign

  • Click on Validate to confirm

You can unassign yourself from a role following the same process. Simply click on the three dots next to your name then click on Leave.

When removed from a role, the member receives a notification email.

If the member(s) you wish to remove is assigned to an elected role, you need the circle's consent to unassign them unless you are a member in charge of assignation within the circle, then you can do it without needing your team's consent. (Read more)


Adding a Scope to a member to specify its function in the role

If a role has more than one member, you may want to further clarify who's in charge of the responsibilities of the role under particular conditions. You can define a specific Scope for assigned members, in the form of scope, context, or competencies.

For example, a Business Developper role with several members may have a scope per holder for geographical areas such as French leads, Dutch leads or German leads.

You can add a Scope directly when assigning the member to the role.

Or do it by editing the member:

  • On the role page, click on the 3 dots to the right of the member

  • Click on Edit

  • You can add or change the Scope

  • Click on Save to confirm


Non-core members and how to assign them

All circle members are automatically considered as core members of the circle when they are assigned in a circle or to a role.

What does it mean?

Core members can take part in the governance decisions of the circle and in the operations. They can join meetings, participate in the election process and suggest evolution for their roles and circles, work on projects and much more.

If a role has more than one member, you may want to limit the number of people actively participating in the circle to maintain a smooth and fast decision making process. For example, if the role is filled by 30 members, should they all get a voice on the evolution of the role or circle?

You can make a member non-core directly when assigning the member to the role by unticking the Core member box.

Or do it by editing the member:

  • On the role page, click on the 3 dots to the right of the member

  • Click on Edit

  • Untick the Core member box

  • Click on Save to confirm

๐Ÿ‘‰ What's a core circle member?


See also

Role Overview

What's a core circle member?

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

How do I apply for a role or resign from a role?

How to manage assigned and elected roles?

How to hold an election for an elected role?

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