As a Holaspirit admin, you are likely responsible for managing the members in your Organization—knowing who has access to Holaspirit and deprovisioning members when appropriate. To make member management even easier, you can download all the member and role data into an Excel spreadsheet, follow these steps.
Exporting members and roles
Click on your Profile icon and click on Administration
Go to the Manage users section of the Administration menu
Click on the icon at the top right corner
The CSV file will be automatically generated and will contain a spreadsheet with the following data for each member in your organization:
First Name, Name
Location(s), skills and language(s)
% Time Spent in Roles (when the app is activated in your organization)
List of roles and circles of the organization (Purpose, Domains and Accountabilities)
Exporting your organization chart and roles
Go to your chart view
Click on the 3 dots
Export organization to PDF will trigger the download of your organization's roles (including role holders, purpose, domains and accountabilities)
Export Circle to PNG will give you a capture of your organization chart
Looking to get additional statistics about your organization and circles' activities?
Go to Administration:
Click on Statistics. You will get an overview of statistics per circle
You may also export this information as an xls document .
The export includes data to help you track how your organization is evolving throughout time:
Total number of circles, roles and members
List of members