­čÄČVideo summary:

At first glance, Holaspirit looks like it is intended for companies that are using Holacracy or a similar system. Think again! Holaspirit is intended to help you work with more agility and autonomy no matter your methodology and how your organization operates and structures itself.

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!

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

Adding a new role template

If your organization is working with specific roles, you can add new roles template (e.g. Scrum Master, Trainer...)

  • Click Add a template
  • Follow the same instructions as above to add the desired information.
  • Click Create template to save it.

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

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