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Administration
Master the ins-and-outs of your organization's Admin settings
Manage custom fields for roles and circlesLearn how to add, edit and delete custom fields on roles and circles
Manage custom fields for membersLearn how to add and edit extra custom fields for members of your organisation
Manage API tokens as an AdminLearn how to create an API token
Set up Circle Settings 🎬In this video, learn how to setup your circles settings, composition and ways of working.
Managing Main rolesLearn about main roles
Circle dashboardLearn how to manage circles' settings and exports
Managing Chart settingsLearn how to manage chart views: Holarchy, Network of Teams and Role Relations
Enable and disable Holaspirit apps for your organizationLearn how to turn on and turn off additional applications: Projects, Actions, OKRs, Inbox and Meetings
Role Templates OverviewLearn how to create and use role templates
How to customize my organization's workspace?Learn how to change your organization's colour theme and logo
Statistics on HolaspiritLearn how to export statistics of your organization
Managing Assigned and Elected rolesLearn about role in charge of assignation and elected roles
How to configure circle settings for my organization?Learn about circle settings, core and main roles, links between circles, elected and assigner roles
What are decision settings?Learn about decision settings: free decision mode and consent decision mode
How to create a new organizationLearn how to create a new organization
How to make my Holaspirit organization public?Learn how to make your organization public
How to set up consent decision-making for my organization?Learn about consent decision-making mode
How to delete my organization?
How to change the owner of my organization?
How to change the name of my organization?Learn how to change your organization's name
How to edit core and custom governance fields for roles and circles?Learn how to manage core and custom fields for your roles and circles
Manage email invitations for new membersLearn how to manage and resent invitation emails
Manage users 🎬In this video, learn how to invite users, assign roles, edit user details and delete users.
Automated user provisioning and de-provisioning (SCIM 2.0)Learn about SCIM provisionning
How to edit, suspend, restore or delete a member from my organization?Learn how to modify, suspend, restore or remove a member
Export your organization's data as an AdminLearn how to export your organization's data
How do I add new members to my organization?Learn how to invite new member and manage invitations
Disable email notifications for your organizationLearn how to disable email notifications
How to manage members in bulk?Learn how to modify members in bulk
How to prevent users from uploading files from their computer?Learn how to prevent users from uploading files from their computer
How to configure SAML Authentication?Learn how to configure SAML single sign-on with an identity provider
How to configure Google Authentication?Learn how to enable Google authentication