On occasion, you may have need to add someone to a circle without assigning them to a role. Individuals who are part of the circle without holding a role are called core members. You can add core members by following these steps:

  • Navigate to the circle you would like to add a core member to
  • Click the 3 dots in the top right corner to access the additional menu options
  • Click Manage core member
  • Click Add core members
  • 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 to the right of anyone who wish to assign as a core member of the circle

Removing core members

To remove a core member, simply click Remove to the right of their name on the Core members tab

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