There might be some cases where you need to add a member to a circle in which they do not hold a role in order for them to:
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Attend the circle's meetings
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Be able to submit and vote on proposals and/or participate in the evolution of the circle
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Work on the circle's operations (projects, actions, OKRs…)
That's why we've made it possible to add members to circle without them holding a role within it!
How to add a member without a role?
Assigning rules depend on how your organization is configured:
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If no role is defined as in charge of assignation across the organization, all members of a circle can add and remove other members.
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If a role is in charge of assignation in the organization, only it can add members to the circle.
👉 All members added to a circle are decision makers (core members) by default, apart from Inactive members.
📌 Note: All members can be added as a member without a role no matter their status (Inactive, Admin, User).
Option 1
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Go to the circle page to which you want to add a member
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Click on the 3 dots in the top right corner of your screen
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Click on Add member
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Search the member you want to add and click on Add.
Option 2
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Go to the circle page you want to add a member to
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Scroll down to the Members without role section at the bottom
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Click on Add member
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Select the member and click on Add
Option 3
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Go to the circle you want to add a member to
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Go to the Members tab
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Click on Add a member
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Select the member from the list or type their name
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Click on Add
How to remove a circle member without a role?
Option 1
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Go to the circle you want to remove a member to
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In the Overview tab, go to the Members without role section
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Click on the 3 dots to the right of the member you want to remove
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Click on Remove
Option 2
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Go to the circle you want to remove a member to
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Go to the Members tab
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Click on the 3 dots to the right of the member you want to remove
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Click on Remove
