The circle settings describe how your organization operates. The circle settings are defined on the organization level in administration. These settings apply to all the circles in your organization, except for the circles that have defined their own settings.
Circle settings allow administrators to set up:
The Core Roles with which the organization works. By default, Circle Lead, Circle Representative, Secretary, and Facilitator. (Holacracy 5.0).
The Relationship between circles of the organization: Is there a role in charge of processing the information between the parent circle and the circle? (and vice-versa).
The Assignment Settings: To assign roles, you first need to decide who assigns roles. Do you want to make one or a few roles accountable for assigning people? Or do you wish to assign roles based on an election process?
The Governance Mode: What is the decision-making process in your organization?
The Privacy settings for the organization's circle
Manage the Circle settings
As an Administrator, you can create and edit the way the circles of your organization work:
Click on your Profile icon
Click on Administration
Click on Circle settings
1. Define the Core roles
In the first dropdown menu, select the core roles that are automatically created in each circle of your organization, the roles that appear in the drop-down list are those available in your role templates library.
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.
If you remove a core role that is defined as a role in charge of assignments or as a link between circles of your organization, then you must configure these settings again to be able to save the change.
2. Links between circles
In this section, you will be able to set up the links between circles of your organization.
In the first dropdown menu, select the ascending role in charge of passing the information of the parent circle onto the sub-circle
In the second dropdown menu, select the descending role that represents the circle and brings up tensions in the parent circle
Click on Save
If no role is in charge of linking circles between them, circles are considered autonomous and have no representative in the parent circle.
Only core roles are displayed in the drop-down lists.
You can define here how assignation will be handled in your organization.
Define the role in charge of assigning members.
Click on Save.
Note: If no role is defined, then all members of a circle can assign.
4. Elected roles
Select the roles elected within the circles. The role holder needs to be elected by the circle for a defined period of time via a governance process.
5. Manage the governance settings
As an administrator, you can configure some of the parameters of the decision-making and choose between open and consent modes.
To know more about governance mode, please consult this article.