Rolebase
Rolebase Features

Everything you need to transform your organization

Rolebase is an open source tool that maps who does what in a growing company. Each person holds roles, each role carries a purpose, written accountabilities and a domain, and the org chart shows them all in one live view the whole team opens. Meetings, decisions and tasks attach to those roles, and every feature is free up to 5 active members, with no credit card.

Create your organization in a few clicks

Start by defining your organization's name, purpose, and structure. Rolebase guides you step by step to lay the foundations of your shared governance.

Build your org chart

See clearly who does what with a dynamic org chart. Create roles, define their accountabilities, and nest them into teams that match how you actually work. Display them as nested circles, a top-down hierarchical tree or a photo directory, and switch views from the selector.

Invite your team

Add your team members and assign them roles in seconds. Everyone instantly sees their responsibilities and those of others, for complete transparency.

Org chart, RACI matrix or accountability chart?

A classic org chart shows who reports to whom. A RACI matrix lists who is Responsible, Accountable, Consulted and Informed on each task of one project. An accountability chart names, for each seat, the outcomes its holder owns. A growing company usually needs the third one first, because its reporting lines are known and its gaps sit in the work nobody clearly owns.

Rolebase draws that accountability view as an org chart, and keeps it current as the team changes.

QuestionClassic org chartRACI matrixRolebase
Who reports to whom?YesNoYes, in the hierarchical tree view
What does each person own?A job titleOne project's tasksWritten accountabilities on every role
Which work has no owner?HiddenVisible for one projectThe vacant roles list
Who keeps it up to date?Whoever redraws itThe project leadThe team, live, in its meetings

Rolebase ships no RACI template. The rows of a RACI that read the same from one project to the next become accountabilities of a role, and the one-off work stays in tasks. Capterra gave Rolebase its Best Value and Best Ease of Use badges in 2023.

Meetings that actually work

Say goodbye to endless meetings. With Rolebase, run structured meetings with a collaborative agenda, customizable templates, and automatic notes. Every minute counts.

Discussions and tasks in the right place

Centralize discussions and tasks where they belong: within the relevant roles and circles. No more digging through messaging apps or spreadsheets. Everything is accessible in two clicks.

Run Rolebase from Claude, ChatGPT or Mistral

Connect your AI assistant to your organization and ask it in plain language who holds which role, to prepare the agenda of the next meeting or to create a task. The assistant reads and updates Rolebase for you.

MCP connector

Add Rolebase as a connector in Claude, on the web, desktop or mobile, in ChatGPT or in Mistral Vibe. It relies on MCP, the open standard of AI assistants, and takes a few minutes to set up with an API key.

Rolebase skill

For coding agents such as Claude Code, Codex, Cursor or VS Code, the Rolebase skill manages your whole account through the API, as an alternative to the connector.

Connect an AI assistant

Your organization deserves it

Free until you're ready to bring your whole team on board! Try it yourself in minutes or request a demo to talk to us.

And also...

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Real-time editing

Collaborate simultaneously during a meeting or workshop, in person or remotely. Changes appear instantly for all participants.

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Dashboard

See the latest news, your current tasks, and upcoming meetings at a glance.

Hierarchy

Roles and accountabilities

Define the purpose, domain, and accountabilities of each role for crystal-clear governance.

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Decisions

Record governance decisions within circles to keep a clear and accessible trail for everyone.

Repeat

Recurring meetings and templates

Schedule regular meetings and create reusable templates to save time at every session.

Calendar

Calendar integration

Sync your meetings with Google Calendar, Outlook, or any iCal-compatible calendar.

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Global search

Instantly find a member, role, discussion, task, or decision with built-in search.

Clipboard Import

Data import

Import your organizational structure from various tools, including Holaspirit, to get started quickly.

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Org chart export

Export your org chart as a PNG image for presentations and internal documents.

Document Download

Data export

Export your organization's data in XLSX or JSON format. Choose which entities to include: members, roles, decisions, tasks, meetings, and more.

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Notifications and digest

Receive configurable summary emails (daily or weekly) to stay informed without being overwhelmed.

Activity

Activity log

View the complete history of all changes within your organization.

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Protected governance

Restrict structural changes to circle leaders to secure your governance.

Developer friendly

Rolebase is open source and fully programmable: integrate it with your tools, automate your processes or host it yourself.

Data

GraphQL API

Read and update all the data of your organizations with an API key that carries your permissions. A playground built into the documentation lets you test your queries.

Code

Business procedures

Create an organization, invite members or export data by calling the backend procedures, each one documented.

Open source

The source code is available under the AGPL-3.0 license on GitHub. Audit it, adapt it to your needs or contribute to the project.

Driver

Self-hosting

Host your own Rolebase instance to keep control over your data and infrastructure.

Developer documentation

Ready to get started?

Discover our plans and start organizing your team today.