A role can be extended into a circle or reduced back into a role in a similar way by administrators and members of the circle.

⚠️ Be careful: Reducing a circle into a role will delete all projects, checklists, metrics and meeting reports of the circle concerned.

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Extend a role into a circle from the Governance page
Reduce a circle into a role during a meeting


Extend a role into a circle from the Governance page

Prerequisite: You need to be a member of the circle the role is part of.

In the Governance app:

  • Go to page of the role or circle you want to transform

  • Click on the 3 dots at the top right of the page

  • Select Reduce circle to a simple role or Extend this role to a circle

  • As a core member of the role being extended, you can click on Validate to apply the changes without needing consent from other members. You can also save this evolution as a proposal in the Proposals app to review and bring to your circle meeting another time.

  • If you are not a core member of the role being extended, you can either Submit this proposal to your circle or save it in your Proposals app to review and submit later either asynchronously or during a meeting.

Note: By extending the role to a circle, the core roles defined in the organization's administration settings will automatically be created within the new circle.

More information on how to create, submit and track proposals in this article.


Reduce a circle into a role during a meeting

Meetings provide a forum to discuss changes in structure within the organization and its circles. Governance meetings are usually the best place to examine these types of evolutions.

Prerequisite: The meeting template must contain the Agenda step and the Governance results box must be ticked.

Note: To reduce a circle into a role in a meeting, the meeting must be opened for the circle that contains the sub-circle you want to reduce into a role. (see this article)

In the meeting:

  • Select the circle you want to transform from the drop-down list

  • Click on Save

  • Click on Validate

Once the meeting is closed, the evolution processed during the meeting will be applied to the organization.


See also

Introduction to Governance meetings

How to add an agenda item to a meeting?

How to create, submit and track proposals?

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