Managing roles and circles

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

Learn the basics

Introduction To: Roles

What roles are and how they function in Holaspirit

Written by Charles Bayle
Updated over a week ago

Introduction To: Circles

What circles are and how they function in Holaspirit

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 Charles Bayle
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

Interact with your roles and circles

Create, Modify, Or Delete A Role Or Circle

How to modify roles and circles

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

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

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"

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

Making Governance Changes

How to propose changes to your governance in or outside a meeting

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

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

Exporting Members And Roles

How to download your organization's role and member data

Written by Charles Bayle
Updated over a week ago