The circle settings help define how your organization operates. They are set up at the organization level in the Administration settings, and apply to all the circles in your organization, except for the circles that have personalized their own settings.

Circle settings allow administrators to define the:

  • Core Roles with which the organization works.

  • Relationship between the circles in your organization. Which role is in charge of processing the information between the parent-circle and the sub-circle, and vice-versa?

  • Assignation settings. Do you want to make a role in charge of assigning people within your circles? Do you wish to assign members to roles through an election process?

  • Main roles that are highlighted in your organization.

  • Governance mode of your organization. What is the decision-making process in place in your organization?

Where to manage Circle settings?

Prerequisite: Be an administrator of the platform.

You can define the ways circles work in your organization directly from the Administration settings:

  • Click on your Profile icon

  • Select Administration

  • Go to Circle settings

Define the Core roles

Select the Core roles that are and will automatically be created in every circle of your organization. The roles showing in the drop-down list are those available in your Role templates library.

⚠️ Important: Only the Core roles define in the circle settings can be selected in the other sections.

Note: If you add a Core role, it will be created in all circles of your organization the same way as deleting it will remove it from all circles. Be careful as members' assignation to these roles will also be lost.

  • Click on Save to confirm

πŸ‘‰ More about Core roles

Define the Links between circles

In this section, you will be able to set up the links between circles in your organization.

  • In the first dropdown menu, select the descending role in charge of passing the information from the parent circle to the sub-circle

  • In the second dropdown menu, select the ascending role that represents the sub-circle and brings up its tensions to the parent circle

  • Click Save to confirm

Note: If no role is in charge of being the link between circles, sub-circles are autonomous and have no representative in the parent circle.

Define the Assigner role

You can define how assignation will be handled in your organization by choosing which role will be the one in charge of assigning members in the circle.

Note: If no role is defined, all members of a circle can assign members to roles.

πŸ‘‰ More about Assignation of members to roles

Define the Elected roles

Select the roles within your organization for which members must be elected by the other members of the circle though an election process.

Note: You can make all the roles within your organization elected ones. All members already assigned will remain, new members will have to be elected.

πŸ‘‰ More about Elected roles

Define Main roles

Define which roles you want to be highlighted in your organization. They will show at the top of the role list on the circle page.

πŸ‘‰ More about Main roles

Manage the Governance settings

Configure the governance settings to set the decision-making mode that will be used in your organization, choose between:

  • Open decision mode: It allows all members to make changes without prior validation. All changes are validated automatically.

  • Consent decision mode: To implement change, proposals much be made and validated validated with no members having expressed objections.

πŸ‘‰ More about Governance settings

See also

Understanding Core roles

Role templates Overview

Personalizing your circle settings

What are Governance settings?

Managing Assigned and Elected roles

Managing Main roles

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