Understanding Core roles
Karolina Krawczyk avatar
Written by Karolina Krawczyk
Updated over a week ago

What's a Core role?

๐Ÿ‘‰ It's a role that is automatically created in all circles of your organization. The difference between core roles and non-core roles is their impact on the organization.

Core roles have direct impact on the success of a circle. These roles are essential for a circle to work optimally and are held responsible for the achievement of the circle's purpose. These roles have formal responsibilities in a circle and form the basis of a circle's organizational architecture.

Non-core roles are all the other roles contained in a circle that have direct interest in the circle and its projects. As they are involved in the circle's projects, it is required to consider their view.

Core Roles are present in all circles of your org chart and will be automatically created in the future circles of your organization.

The default core roles on Holaspirit are the roles defined by the Holacracy Constitution 5.0 (Circle Lead, Circle Representative, Secretary, Facilitator).

๐Ÿ“Œ Note: If your organization practices a different methodology or have its own definition of core roles, they can be modified in the organization's circle settings.

How to define Core roles?

There are many ways of structuring an organization. However, it's usually necessary for your organization to define core roles and set their responsibilities and authority to work optimally on Holaspirit.

๐Ÿ‘ค Only Admins can define Core roles.

โš ๏ธ Important: Core roles can only be added from role templates. (Read more)

If you wish to set up new core roles, go to Administration:

  • Go to the Circles section and select Circle settings

  • Under Core roles, choose the role(s) that will automatically be created in each circle of your organization.

๐Ÿ“Œ Note: If you add a core role, it will be created in all circles of your organization the same way as deleting it will remove it from all circles. Be careful as members' assignation to these roles will also be lost.

  • Click on Save at the bottom of the page to validate.

๐Ÿ“Œ Note: Inactives can be assigned to core roles, but their access remains restricted to a view-only status.

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