Managing roles and circles

Introduction To: Roles

What roles are and how they function in Holaspirit

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Written by Charles Bayle
Updated yesterday

Introduction To: Circles

What circles are and how they function in Holaspirit

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Written by Charles Bayle
Updated yesterday

Core Roles

The default core roles and how they work in holaspirit

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Written by Charles Bayle
Updated yesterday

Core Members

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

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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 yesterday

Create, Modify, And Delete A Tension

How to add, modify, and delete tensions

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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 yesterday

Customize the settings of your circle (Circle Admin)

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

Written by Millie Poisson
Updated today

Assignment Settings

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

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Written by Charles Bayle
Updated yesterday

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 yesterday

Create, Modify, Or Delete A Role Or Circle

How to modify roles and circles

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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 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

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

Reference Roles

How to tag other roles

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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

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

Add, Modify And Delete Metrics

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

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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 over a week ago