Managing roles and circles

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12 articles in this collection
Written by Charles Bayle

Move A Role To Another Circle

How to move roles (or policies) from one circle to a different circle
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Written by Charles Bayle
Updated over a week ago

Assignment Settings

The different options for how role assignment is handled in your organization
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Written by Charles Bayle
Updated over a week ago

Applying To & Resigning From Roles

How to express interest in joining a new role and how to remove yourself from a role you no longer want to be in
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Written by Charles Bayle
Updated this week

Core Roles

The default core roles and how they work in holaspirit
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Written by Charles Bayle
Updated over a week ago

Role Templates

How to modify the core roles which exist in every circle in your organization
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Written by Charles Bayle
Updated over a week ago

Making Governance Changes

How to propose changes to your governance in or outside a meeting
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Written by Charles Bayle
Updated over a week ago

Create, Modify, Or Delete A Role Or Circle

How to modify roles and circles
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Written by Charles Bayle
Updated this week

Reference Roles

How to tag other roles
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Written by Charles Bayle
Updated over a week ago

Add, Modify And Delete Metrics

How to make, modify, and delete metrics
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Written by Charles Bayle
Updated over a week ago

Updating Which Members Are Assigned To Roles

How to add members to and remove members from roles
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Written by Charles Bayle
Updated over a week ago

Exporting Members And Roles

How to download your organization's role and member data
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Written by Charles Bayle
Updated this week

Adding Members To Circles Without Roles

How to add someone to a circle as a "core member"
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Written by Charles Bayle
Updated over a week ago