In several cases, you might want to add a member to a circle without assigning it to a role. Members that belong to a circle without holding a role are called core members. You can add core member following these steps:

  • Navigate to the circle you would like to add a core member to.

1st option :

  • Click the 3 dots in the top right corner to access the additional menu options
  • Click Add member to the circle

2nd option :

  • Go to the Members without roles section at the bottom of the list of roles then click on Add member.

Once the window for adding a member is open :

  • You can scroll through the list of all available members or search for them by name. All members of the organization who do not currently hold a role in the chosen circle will show up on this list.
  • Click Add at the right. The person added becomes a core member of the circle.

Note: Circle's members are able to add and remove other members in a circle only when there is no role in charge of assignment.

Removing core members

  • Go to the Members without roles section at the bottom of the list of roles then click on the 3 dots in front of the selected member 
  • Click on Remove
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