On Holaspirit, you can:
Choose a role in charge of assigning roles to members in the organization
Define one or several roles elected by consent
Allow members to freely assign themselves to roles
Platform administrators can define the organization's circle settings in Administration.
Circle administrators can customize the circle's settings if they want the circle to operate differently from the settings defined for the organization in Administration.
Jump ahead to:
Define assignation settings for your organization
To define the rules for assigning members to roles:
Go to Administration, then Circle settings
In the Assignation section:
If a role is in charge of assignation within your organization, select it by clicking on the drop-down list
If you want all members of the organization to be able to join roles freely, click on All Circle Members in the drop down list.
To define the rules for electing members to roles:
In the Elected roles section, select the core roles that will need to be elected within your organization. The member will be elected for a term defined during the election process.
Only the core roles defined in the organization's circle settings in Administration are displayed in the drop-down list. If no role is selected, then all members of the organization can assign and join roles.
These settings apply to all circles in your organization, except circles that have defined their own settings. If a circle has custom settings defined, changes made to the organization's Circle settings in Administration will not apply to that circle.
Define assignation settings for your circle
Holaspirit makes it possible to define the role in charge of assignation and the roles elected at circle-level. This feature allows teams that work in different ways to coexist within the same organization.
A circle can define their own:
Elected roles among the roles part of the circle
Prerequisite: to define your circle settings you need to have administrator rights, be a circle admin or a Circle Lead.
Go to the circle page
Click on the 3 dots at the top right, then select Settings
In the General tab, navigate to the Assignation and Elected roles sections
Note: The drop-down lists only display the roles of the circle.
In the Assignation section:
If there is a role in charge of assignation in the circle, select it from the drop-down list.
If no role is in charge of assignation, then all circle members can join the roles of your organization.
In the Elected roles section, select one or several roles that will be elected by circle members through the election process if it applies. If no roles need to be elected, leave it blank.
Click Save to confirm the changes made
Important: When circle settings are changed at circle-level, the circle is no longer synchronized with the organization's circle settings defined in Administration.
Consequently, the synchronization with the organization's circle settings will be lost, such as:
Assignation settings (assigning role and elected roles)
Governance settings (consent mode or open mode)