Getting Started

Rolebase describes who does what in your organization through roles, gathered in an org chart. Your team then relies on these roles for its meetings, discussions and decisions.

Create Your Account

Go to rolebase.io/login and enter your email address. Type in the 6-digit code you receive by email, then enter your name.

Create Your Organization

When you first sign in, Rolebase guides you step by step:

1. Give your organization a name and answer a few questions about yourself.
2. Choose who makes decisions in your teams: a manager, the team with elected roles, or Holacracy. Rolebase creates the matching base roles and meeting templates. You can change them at any time.
3. Add your main roles and the people who hold them.
4. Invite these people and your other colleagues by email, now or later.

Understand Roles

A role describes a responsibility: its purpose, its domain and its accountabilities. One or more people can hold it. A role can also contain other roles and so represent a team or a department. Click a role in the org chart to fill it in or add sub-roles to it.

Track Your First Steps

Owners and admins of the organization see the Getting started box at the top of the left menu. It lists the next steps: invite the team, schedule a recurring meeting, hold a first meeting, open a first thread and add photos of members. Each step is checked off as soon as it is done.

Work With Your Team

Rolebase helps you:

• prepare and run your meetings
• track tasks
• move a topic forward between meetings
• keep a record of decisions