On Roles

Written by Julio Holon
Updated 9 months ago

Roles on Nestr are the basic, most important bricks of the organizational structure, serving as minimal agreements to enable clear expectations and work accountabilities.

A Role is comprised of:


This is the name of the role, best to use something that is easy to remember. e.g.: "Blogger"


A phrase that inspires whoever is assigned to that Role to know what is expected of him in the broadest scope. e.g.: "An blog that amuses readers with inspiring content"


A list of ongoing activities that the person on that Role is expected to be doing from time to time. e.g.: "Write posts to the blog"


Domains where that Role has exclusive control and policies to access that domains. If another Role needs access they can ask the controlling Role or follow a Policy. Ex.: "Blog admin functions"

(soon there will be a video here with extra explanation)

If you are using the self-organization modules (Holacracy, Sociocracy or custom), Nestr will create the following standard Roles for you on every Circle automatically (you can change which ones you are using on Workspace Settings):

Circle Lead Generally represents the initiative starter or someone appointed to lead the strategy of the circle. Whoever is on this Role is responsible for structuring the circle and inviting new members into other Roles. Usually appointed from the outer circle.
Facilitator Facilitates regular circle meeting and can also give coaching and support on self-organization. This role is usually elected.
Secretary Focused on giving clarity on the agreements and organizational structure, also registers the circle meeting outcomes (like new projects, roles etc.). It's usually an elected role.
Rep Link Represents the circle members and needs on external circle meetings. This is usually and elected role.

To change the Roles you wish to use by default you can go to Workspace Settings, under Apps, or can disable them altogether.

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