On Holaspirit, you'll find 4 types of members with different permission levels:

• Users can access all pages, but can't invite members or modify organization settings.

• Admins can access all pages, invite new members, modify organization settings and view or manage billing information.

• Inactive members are people inside or outside your organization that you invite to view your governance. Their access remains restricted to a view-only status, even though they may be assigned to all roles and circles. They are free users.

• Owner has total control over the account, and only they can transfer ownership to another user. The person who creates the account automatically becomes the Owner.

👉 Go straight to 'How to edit a member?'

User Rights

Users have basic permissions and have access to all the features in the organization, except from admin features.

What can they do?

• Hold multiple roles within the organization
• Add new roles inside their circles
• Edit or delete the roles inside their circles
• Attach document to their roles
• Participate in their circle's meetings
• Add, edit and delete checklists, metrics, projects, actions, OKRs for roles and circles
• Be part of their circle's decision-making processes
• Access all the organization projects, actions and OKRs
• Consult the Members directory

📌 Notes :  

• Access to certain apps (Projects, Actions, OKRs, Meetings) may be disabled for the organization or not included in the subscription.

• Permissions also depend on whether the user is part of a circle or not.
  Generally speaking, a user can add, edit and delete items only inside the circle they are part of.

• A user can be defined as non decision maker (non-core member) of a circle and be excluded from the governance decisions process of the circle. The member cannot vote on any governance proposal nor participate in the meetings of the circle.

Admin Rights

Administrators hold the highest level of access you can give a user. They can basically see and do anything, including adding users or changing billing and subscription information.

We advise using the admin access with caution and give these rights only to people who explicitly need it.

What can they do?

• Invite and remove new members from the organization
• Manage the account subscription
• Create role templates
• Create meeting templates
• Manage assignment settings
• Choose the organization's governance mode
• Access the organization's statistics
• Export members and roles
• Activate apps for the organization (such as Time Spent in Roles, Holacracy onboarding program or the Translation App)
• Do everything a user can do

Inactive Rights

👉 Inactive users are included with the Rise plan (limited to 100), Scale plan (limited to 300) and Enterprise plan (unlimited). Find out more!

What can they do?

Inactives are free users who can view the organization and the Members directory, but their access remains restricted to a view-only status. They can be assigned to all roles or circles, but they won’t be able to take part into the decision-making process.

👉 More about Inactive members

Owner Rights

What can they do?

The Owner has the same rights as Admins with the addition of being able to delete the organization or change the organization's owner.

By default, the member who creates the organization becomes its owner.

How to edit a member?

Only Admins and the Owner can edit a user's information and privilege after they've been created.

Option 1

• Navigate to the user card from the Members menu
• Click Edit member in the top right corner
• Edit what you deem necessary and click Save to confirm

Option 2

• In the Administration section, go to the Manage users section.
• Click on the 3 dots on the right side of the member you'd like to edit
• Click on Edit member
• Edit what you deem necessary and click Save to confirm

📌 Note: If a user is part of more than one organization, an Administrator cannot change the user's email address. Only the user can.