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

Learn how to add or remove a member without a role from a circle

Elodie Ohanian avatar
Written by Elodie Ohanian
Updated over a week ago

There might be some cases where you need to add a member to a circle in which they do not hold a role in order for them to:

  • Attend the circle's meetings

  • Be able to submit and vote on proposals and/or participate in the evolution of the circle

  • Work on the circle's operations (projects, actions, OKRs…)

That's why we've made it possible to add members to circle without them holding a role within it!


How to add a member without a role?

Assigning rules depend on how your organization is configured:

  • If no role is defined as in charge of assignation across the organization, all members of a circle can add and remove other members.

  • If a role is in charge of assignation in the organization, only it can add members to the circle.

👉 All members added to a circle are decision makers (core members) by default, apart from Inactive members.

📌 Note: All members can be added as a member without a role no matter their status (Inactive, Admin, User).

Option 1

  • Go to the circle page to which you want to add a member

  • Click on the 3 dots in the top right corner of your screen

  • Click on Add member

  • Search the member you want to add and click on Add.

Option 2

  • Go to the circle page you want to add a member to

  • Scroll down to the Members without role section at the bottom

  • Click on Add member

  • Select the member and click on Add

Option 3

  • Go to the circle you want to add a member to

  • Go to the Members tab

  • Click on Add a member

  • Select the member from the list or type their name

  • Click on Add


How to remove a circle member without a role?

Option 1

  • Go to the circle you want to remove a member to

  • In the Overview tab, go to the Members without role section

  • Click on the 3 dots to the right of the member you want to remove

  • Click on Remove

Option 2

  • Go to the circle you want to remove a member to

  • Go to the Members tab

  • Click on the 3 dots to the right of the member you want to remove

  • Click on Remove

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