• How to edit core and custom governance fields for roles and circles?

  Governance documentation works best when it feels natural and aligns with your organization’s unique language and practices! With editing possibilities, admins can customize core and custom field names to reflect your team's terminology. This ensures smoother adoption, stronger alignment, and a governance system that truly resonates with your organization. Manage core fields for roles and circles 👤 Only platform administrators can customize governance fields. Get ready to dive intoSome readers

• Export your organization's data as an Admin

  Holaspirit allows platform Admins to export data relating to their organization in Excel format. This information allows you to optimally manage access to the platform, save the structure of your organization (roles and circles), its members and many other possibilities. ⭐ Tip: To facilitate exports, make sure that your browser allows pop-ups and redirecting from Holaspirit. Export your organization's data 👤 These exports are only available to Administrators. For security purpoSome readers

• Role Templates Overview

  Role templates are one of the easiest ways to save time when designing a new organization on Holaspirit. Quickly add personalized templates to your organization’s chart and speed up your design. There might be some roles that will be used in multiple teams or that will take over important accountabilities in their circles. Instead of creating these roles manually every time, you can create role templates to save time. You can access all your role templates in the Administration settings. BSome readers

• Managing Main roles

  What are Main roles? Main roles are basically the roles within your organization that you want to be highlighted in your circles, as they might be the driving force or even the structure base of your circle. 📌  Note: All members assigned to Main roles are core members by default. How to define the Main roles in your organization? 👤 Only Admins can access and manage the organization's cirFew readers

• How to configure Google Authentication?

  To help users log into Holaspirit, you can configure Google Authentication. 👤 Only Administrators can configure Google Authentication. Enable Google authentication To enable Google authentication: Click on your Profile icon in the left navigation menu Click on the Administration in the menu (https://downloads.intercomcdn.com/i/o/244765385/8c4f7a7Few readers

• How to change the owner of my organization?

  You may wish to appoint a new owner for your organization? 👉 Only the current owner of the organization can transfer ownership 👉 Only an Administrator can become owner of an organization To change the owner or your organization: Click on your profile icon and select Administration In the General Settings tab, scroll down to the Owner section Select the new owner from the Administrators from the drop down list Confirm by typing "CHANGE OWNER" and click Save (hFew readers

• How to configure SAML Authentication?

  👉 SAML authentication is included with the Scale and Enterprise plans. Find out more! About SAML single sign-on Security Assertion Markup Language (SAML) is an open standard for exchanging authentication and authorization data between parties, such as an identity provider and a service provider. SAML for single sign-on (SSO) allows users to authenticate through your company's identity provider when they log in to Holaspirit. SSO allows a user to auFew readers

• How to manage members in bulk?

  Save your time by managing multiple members in one simple action! Instead of editing members one by one, it is possible to modify them in bulk. 👉 Find out more about managing individual members How to manage members in bulk? 👤 Only Administrators of the organisation can manage its members. Edit member type: admin, member, inactive Click on your profile icon and sFew readers

• Manage custom fields for members

  Let's enrich your organisation's member information! Administrators can create members custom fields visible on all members' profiles. The attributes come up using the search tool: you can use them to help people easily find what they're looking for in your organization. 👉 Custom fields for members are limited with Rise plan, and unlimited with the Scale and Enterprise plans. Find out more! Add a custom field to a member's profile ClicFew readers

• How to edit, suspend, restore or delete a member from my organization?

  Do you need to change members status or type? Take a look at how to edit, suspend, restore and delete a member of your organisation.   👉 Find out more about how to add new members to your organization. Edit a member 👤 Only Administrators can add, edit or remove members from the organization. From Administration Settings Click on your profile icon and select AdministrationFew readers

• Managing Assigned and Elected roles

  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. 👉 Administrators can define the organization's circle settings in Administration. 👉 Circle Admins can personalize their circle's settings (https://help.holaspirit.com/en/articles/Few readers

• Manage custom fields for roles and circles

  Make role and circle information way richer! As an administrator, you can add custom fields to roles and circles, all to make organizing and capturing information more effective. 👉 Custom fields for roles are limited with Rise plan, and unlimited with the Scale and Enterprise plans. Find out more! Add a custom field to roles and circles Click on your avatar and select Administration Go to  Custom fields Click on the AdFew readers

• Manage API tokens as an Admin

  👉 Access to API is included only with the Scale and Enterprise plans. Find out more! In need of an API token? You can create as many as you wish, all by yourself! To make users more autonomous, Holaspirit makes it available for Admins to manage their API. What is an API? API (Application Programming Interface) is a software intermediary that allows two applications to connect to each other. APIs are an accessible way to extract and sFew readers

• Managing Chart settings

  Holaspirit allows viewing your organization through a variety of chart types to help display your roles and circles in different formats. Your organization's chart shows the relationships between roles and circles as a diagram, making it easier for members to understand how your organization is structured. How to enable or disable charts? 👤 Admins can enable or disable the different chart view in Administration. To configure the chart settings for your organization: Click on youFew readers

• Manage email invitations for new members

  An invitation email is sent when a new member is added to your organization. This email includes a link for the new user to verify and configure their account. In this article, we will cover how to manage and re-send the invitation email to new users. 📌 Notes: The invitation email can only be re-sent to new users if they have not yet logged into their Holaspirit account. An invitation is valiFew readers

• Statistics on Holaspirit

  👉 Governance stats are available with all plans, Usage stats are only available with the Scale and Enterprise plans. Find out more! Holaspirit gives admin access to the statistics of your workspaces and provides key insights to track how people engage on the tool. Governance stats 👤 Only Admins have access to the statistics. You can view and exports number relating to the governance of your workspace including the number of active members, roleFew readers

• Disable email notifications for your organization

  Disable email notifications to get a handle of the platform before launching your organization. When you're ready with the design of your chart and want to go live with your Holaspirit platform, simply enable it again ! How to enable or disable emails for my organization? 👤 Only Admins can manage this setting. Click on your profile icon and go to Administration In General settings, scroll down to Disable emails Select No – all members of your organization willFew readers

• How to configure circle settings for my organization?

  The Circle settings help define how your organization operates. They are set up at the organization level in the Administration menu, and apply to all the circles in your organization, except for the circles that have personalized their own settings. 👤 Only Admins can access and manage the organization's circle settings. Circle settings allow defining: Core Roles in the organizFew readers

• How to set up consent decision-making for my organization?

  Self-organizing organizations allow their members to tackle problems on their own initiative, which makes opting for consent-based approaches to decision-making absolutely coherent. For a change in governance to be validated and applied to the organization, the consent decision mode requires that no core member of the circle opposes an objection to it within the predefined time limit. A proposal (https://help.hFew readers

• How to make my Holaspirit organization public?

  Your organization is private by default: only the users who are invited to your platform can navigate your organization chart. However, you might want partners or visitors to be able to view the structure of your organization without being part of it. 👤 You need to be an Administrator of the platform to make it public. By making your organization public, visitors can access your organization chart and its circles and roles as well as their Purpose, Domains, Accountabilities, PoFew readers

• Enable and disable Holaspirit apps for your organization

  To tailor your organization's workspace to its needs, you can control what apps are available to all members, simply by turning them on or off. You can decide to individually enable or disable the following apps: Actions, Projects, OKRs, Meetings or Inbox. When users sign in to the organization, they only see and have access to the apps that have been enabled in the Administration settings. Enable and disable Holaspirit apps 👤 Only Administrators can enable and disable HolaspirFew readers

• How to prevent users from uploading files from their computer?

  All circle members can add documents to their circle and roles from OneDrive, Google Drive, Dropbox or their computer. In some case, it might be required to remove the permission to attach files from their own computer (for security and access purposes). To activate the option to prevent users from uploading files from their computer: Click on your profile picture and go to *Few readers

• Automated user provisioning and de-provisioning (SCIM 2.0)

  With a subscription to Holaspirit Enterprise Plan, you can sync Holaspirit directly with your identity provider to enable automated provisioning and de-provisioning of your users. 🚀 SCIM User Provisioning is included with Holaspirit Enterprise plan. About User Provisioning Automated user provisioning allows for a direct sync between your identity provider and your Holaspirit organization. You nFew readers

• What are decision settings?

  In order to evolve and grow, your organization must make decisions. Holaspirit allows you to choose between two decision-making modes for decisions to be made in complete transparency. Decisions on Holaspirit Holaspirit allows you to make decisions to develop the structure of your organization by acting on its governance (roles, circles and policies). You can submit proposals or make changes such as: Add, modify or delete a role or a circle Turn a role into a circle or reduce aFew readers

• Circle dashboard

  Holaspirit helps teams be more autonomous while still being in sync with the organization's methods and structure. Circles are independent, which can sometimes make it difficult for Admins to keep an eye on what's going on in the entire organization. The Circle dashboard section allows Admins to make sure all circles are aligned with the organization's way of working, all in one place. How to access the Circle dashboard? 👤 Only Administrators have access and can manage the circlFew readers

• How do I add new members to my organization?

  You want to invite new users to join the platform? As an administrator, you can add new members to your Holaspirit organization and manage their permissions. How to invite new members? To invite new users to your Holaspirit organization, you have two options: Option 1 From the Administration settings: Go to Members Dashboard Click on Add member Fill in the member’s information (name and email address) Choose your member’s status (https://help.holaspirit.com/en/Few readers

• How to delete my organization?

  👤 Only the owner of the organization has the authority to delete it. ⚠️ Warning: This action permanently deletes all users, roles, circles and content in your organization. It is irreversible and your organization cannot be restored. To delete your organization: Click on your profile icon and select Administration In General Settings page, scroll down to the Delete this organization section Click on the Delete organization button Enter your password and click oFew readers

• Set up Circle Settings 🎬

  See also How to setup my organization settingsFew readers

• How to create a new organization

  If you are reading this article, it means you are taking the first steps to induce positive change in your organization, so congratulations on being here! Click on the button below to start creating your organization: Create my organization 👉 Let's get started! 1. Fill in the required information and click on Start creating my organization (https://storage.crisp.chat/users/helpdesk/website/-/6/6/9/2/66924ca949d2c400/cf06ecf7-53a5-477bFew readers

• Manage users 🎬

  See also How do I add new users?Few readers

• How to customize my organization's workspace?

  As we want you to appropriate your workspace and make it reflect your organization, you can customize the way your platform looks by changing its colour theme and adding your logo! 📌 Note: All visual changes made to your organization will be applied to the workspace of all the members of your organization, as well as the public version visible by non-members. How to change my organizationFew readers

• How to change the name of my organization?

  👤 Only an Administrator can edit the organization's name. To change your organization's name: Click on your profile icon and select Administration In General settings, go to the Organization settings section Edit the Name as desired Click on Save (https://downloads.intercomcdn.com/i/o/473123963/7325b4355b95b45105e425eb/Capture+d%E2%8Few readers