By default, only the Circle Lead can edit which members hold roles within the circle. However, this can be changed by any Administrator in the organization's assignment settings.

Assigning members to roles

  • Navigate to the role you wish to add members to
  • Click Add member
  • Scroll through the list of all members or search for them by name
  • Click Add for each of the members you wish to add to the role
  • Optionally, you can decide if you would like them to be a Core member and/or define a Focus for them
  • Repeat the process for each individual you wish to add to the role

Member will be notified by email.

Removing members from roles

  • Navigate to the role you wish to remove members from
  • Click on the 3 dots to the right of any member to access additional options
  • Click Unassign
  • Click Unassign on the pop-up to confirm

Member will be notified by email.

Editing members

  • Click on the 3 dots to the right of any member to access additional options
  • Click Edit
  • You may then assign a focus to their work or update whether or not they are considered a core member
  • Click Save
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