🎬 Video summary
"Roles" are key elements of Holaspirit. Roles allow you to get a clear representation of "who does what" within the organization. The details of how they work may vary from one organization to the next based on how each unique organization structures and operates, but we will describe below how they are traditionally utilized by most of our users.
What is a role?
A "role" is your job or position. The major difference is that you may have multiple roles rather than having only a single position in traditional organizations. For example, you may spend part of your time working on social media in one team, part of your time working on accounting in a separate team, and part of your time doing sales on yet a third team.
Just as you are likely required to meet the expectations of your job, you would likewise be required to meet the expectations of all the roles you hold, rather you have one role or ten.
How do roles work and interact with each other?
For the most part, roles interact with one another in the same way different positions would in any other organization: You mostly work with roles in your own circle (aka - team), but you will often need to collaborate with roles in other circles.
Note: There are a few Core Roles that stand out with how they operate and interact with other roles. Some of these Core Roles are elected, rather than being assigned like traditional positions.
Core and non core members in roles
While there are "core roles", as described above, there are also "core members" of roles. Core members are full-fledged members of a circle. They get meeting invites, can attend any meetings to bring up their issues and concerns, can propose changes, etc. Meanwhile, non-core members may be responsible for some of the work, but don't have the same privileges as others in the circle. Typically, non-core members will need to communicate directly with their Circle Leader or Circle Representative if they have issues to address.
It can be confusing, so here's how to keep it simple: Almost everyone is a core member by default. The Lead Link/Circle Leader can choose to make a member and/or role a non-core member/role if they so choose. This is usually only done if so little work is required that it wouldn't be beneficial to have that member/role attend meetings.
Who can assign members to roles?
By default, the Circle Leader has the power to assign individuals to roles within their circle and remove them as desired. Additionally, some positions are elected by the team as a whole rather than being assigned.
Of course, this power (and the software functionality to match) can be distributed to others, given to a different position, or even function in a different way entirely so that things work exactly how your team and organization prefer. Administrators of the organization can change which roles have permissions to assign members to roles.
How do you apply for/resign from a role?
As Circle Leaders traditionally have the power to add members to roles within their teams, you typically need to communicate your interest with them in order to potentially be added to a role. However, you can opt to leave a role whenever you wish. Thankfully, we have a whole article with step-by-step instructions on how to apply for or remove yourself from a role.
Every role has different levels of authority in the decisions they can make. This is based on expectations of the work, if anyone owns relevant domains, and any policies that might affect the work. Luckily, you don't need to be aware of every little thing going on in the company before you make decisions. Instead, you can use our simple Consult Authority tool to see whether or not you have the power to make a certain decision.
How to change and update roles
Making changes through Holaspirit is referred to as making "evolutions". This is because you can make tiny iterations regularly to a role in order to constantly improve it. Here is how to create, modify, or delete roles.