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:

• Attend the circle's meetings
• Be able to submit and vote on proposals and/or participate in the evolution of the circle
• 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:

• If no role is defined as in charge of assignation across the organization, all members of a circle can add and remove other members.
• 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

• Go to the circle page to which you want to add a member
• Click on the 3 dots in the top right corner of your screen
• Click on Add member
• Search the member you want to add and click on Add.  

Option 2

• Go to the circle page you want to add a member to
• Scroll down to the Members without role section at the bottom
• Click on Add member
• Select the member and click on Add

Option 3

• Go to the circle you want to add a member to
• Go to the Members tab
• Click on Add a member
• Select the member from the list or type their name  
• Click on Add

How to remove a circle member without a role?

Option 1

• Go to the circle you want to remove a member to
• In the Overview tab, go to the Members without role section
• Click on the 3 dots to the right of the member you want to remove
• Click on Remove

Option 2

• Go to the circle you want to remove a member to
• Go to the Members tab
• Click on the 3 dots to the right of the member you want to remove
• Click on Remove