Managing roles and circles

19 articles in this collection
Written by Charles Bayle and Millie Poisson

Learn the basics

What is a role?

Learn more about roles

Written by Charles Bayle
Updated over a week ago

Introduction To: Circles

What's a Circle and how can I work with it?

Written by Charles Bayle
Updated over a week ago

Core Roles

The default core roles and how they work in holaspirit

Written by Charles Bayle
Updated over a week ago

Core Members

What "core members" are and how they differ from non-core members

Written by Charles Bayle
Updated over a week ago

Role Templates

How to create, edit and delete the role template in the circles of your organization

Written by Millie Poisson
Updated this week

Add and edit a role or a circle

How to add or edit a role or a circle ?

Written by Millie Poisson
Updated over a week ago

Delete a role or a circle

How do you delete a role or a circle?

Written by Millie Poisson
Updated over a week ago

Managing tensions

Create, Modify, And Delete A Tension

How to add, modify, and delete tensions

Written by Charles Bayle
Updated over a week ago

Introduction to Tensions

What tensions are and how they function in Holaspirit

Written by Millie Poisson
Updated over a week ago

Managing circle settings

Customize the settings of your circle (Circle Admin)

How to define circle settings locally for circles in your organization?

Written by Millie Poisson
Updated over a week ago

Assignment Settings

Discover the different options to define how role assignment is handled in your organization

Written by Charles Bayle
Updated over a week ago

Manage privacy settings of circles

Set up the conditions of access to view operations and publications of circles of the organization

Written by Millie Poisson
Updated over a week ago

Governance

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

Written by Charles Bayle
Updated over a week ago

Assign someone to a role

How do I assign or remove someone to a role

Written by Millie Poisson
Updated over a week ago

Adding Members To Circles Without Roles

How to add someone to a circle as a "core member"

Written by Charles Bayle
Updated over a week ago

Move a role or a sub-circle from one circle to another

How to move roles (or policies) from one circle to a another

Written by Charles Bayle
Updated over a week ago

Add, Modify And Delete Metrics

How to make, modify, and delete metrics for a role or circle

Written by Charles Bayle
Updated over a week ago

Reference Roles

How to tag other roles

Written by Charles Bayle
Updated over a week ago

Exporting Members And Roles

How to download your organization's data (Members, Roles, Assignations, Circles)

Written by Millie Poisson
Updated over a week ago