There can be Roles that are in different teams/circle. For that, Holaspirit allows you to create Role Templates.

You can import the Roles of Holacracy or decide to add any other role template that is relevant to how your organization operates. With Role Templates, you can adjust the default roles in every circle across your organization - or even just a few circles - to capture exactly how you work!

Add a new role template

If your organization is working with specific roles, you can add new roles template. For example, there is one Training Expert Role in multiple circle, you might want to create a Template so you can import it without having to create the role each time.

  • Click on your Profile icon at the bottom of the left-hand navigation menu
  • Click on Administration
  • Click on Role templates
  • Click Add a template
  • Complete the form with the desired Name, Purpose, Domains and Accountabilities.
  • Click Create template to save it.

Edit Role Templates

  • Click on your Profile icon at the bottom of the left-hand navigation menu
  • Click on Administration
  • Click on Role templates
  • Click the 3 vertical dots to the right of the role you wish to edit
  • Click Edit template
  • Make the desired changes to any part of the role, including changing the Name, Purpose, Domains, and Accountabilities. For example, you could change a "Lead Link" to a "Leader" or a "Manager" to better reflect your organization's structure.
  • Optionally, you can also use a template from a list of default roles from different structures by clicking Import from Holaspirit library. We are always working on adding more relevant roles from various structures. Have suggestions? Send them to us at [email protected].
  • Click Save

Delete a role template

  • Click the 3 vertical dots to the right of the role you wish to edit
  • Click Delete template
  • Click on Delete to validate. The roles based on this template won't be deleted.

Note: You can delete a role template only if they are not set up as a core role in the circle settings. If you wan't to delete them, you first have to remove them as core role.

Import a role template in one or more circle

There might be a role that needs to be present in several circles of the organization. To save you some time, you can easily import a role from a role template.

  • When creating a role, in the form, click Import data from another role
  • Click Use a role template and select the desired role
  • Click on Validate

Copy a role template in all the circles of your organization

You can automate the creation of a role template in all the circles of your organization by setting it as a core role.

  • Go to Circle settings
  • In the Core Roles section, select the role template that are automatically created in each circle of your organization.

The list is created from the role templates of your organization. If you add a core role, it will be created in all circles of your organization. Conversely, if you remove a core role, it will be deleted from all circles. Members' assignation to these roles will also be lost.

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

Note: If you remove a core role that is defined as role in charge of assignments or as link between circles of your organization, then you must configure these settings again to be able to save the change.

Export members assigned to role templates

  • Go to Roles Templates from the Administration menu
  • Click on the 3 dots at the right of the role
  • Select Export members

The export contains the profile's informations of members assigned to the role.

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