Peerdom | Help

Documentation

What you can do, and how you can do it.

Peerdom is founded upon peers. If a new peer joins your team, or you want to map new external collaborators, you'll have to add a peer to the map. If you also want to provide your peer access to your map, you can invite them to Peerdom by providing their email address. See here to remove a peer from your map.
Peerdom map screenshot with an arrow that shows where to add a new peer. Make sure you're zoomed out to the root circle in your map. Select the plus symbol on top left.
  • Zoom to the outermost circle of your map
  • Click the "+" button near the top left
  • Select "Add Peer"
  • Enter the peer's email address and select their access rights to provide access to your map
  • If you only see "Add Circle" and "Add Role", navigate to reach the outermost circle and try again
Roles and circles are the building blocks of your map.
Screenshot that shows how to add a new role or circle
  • Navigate to the circle where you would like to add a new role or circle
  • Click the "+" button near the top left
  • Select "Add Role" or "Add Circle"
  • Define the role/circle title and its purpose.
  • Click "Save"
  • If the role or circle was not created where you intended it to be, fret not: you can still move it
A mirrored role is a synchronised clone of an existing role. This enables you to create roles across your map that have the exact same content and who are automatically synchronised when you change content in any one of them. Note that you cannot add a mirrored role to a circle that already contains that same role.
Screenshot that shows how to add a mirrored role
  • Select the role you'd like to mirror and edit it
  • Scroll to the bottom of the edit dialogue and select "Copy to..."
  • Select the destination of the mirrored copy
  • Select "... as a mirrored copy"
A representative is the role that is accountable for leading the circle it represents. Expliciting the representative in Peerdom helps peers to easily see who is accountable at which level of the organisation. Notice that it is a role that represents a role, not a person. Also, if this role is cloned, Peerdom will ask you if the other clones should also become representative of the circles they're in.
Screenshot that shows how to add a representative to a circle
  • Select the circle for which you'd like to define a representative
  • Edit that circle
  • Add a representative with "+"
  • Select which role will represent this circle.
Add external roles or circles to represent your collaborators from outside your organisation. External roles and circles give you the possibility to explicitly define the larger context of your organisation. For example, partners, freelancers, external suppliers, board of directors, etc...
Screenshot that shows how to add an external role or circle
  • To start with, you need to zoom out to the root of your organisation
  • You can then either edit an existing role or circle (that is currently located in the outer most circle), or add a new role or circle
  • Select the checkbox "External role/circle"

Notice that you can move any external role or circle back into the map by editing and removing the checkmark to the "External role" checkbox.
Adding additional information and notes to a role or circle can be handy. For instance, you might want to add an external link to a file, another tool, or wiki documentation. Or, if you keep operational or governance notes, you may want to write the most important outcomes of the last circle meeting.
Screenshot that shows how to add notes to a role or circle
  • Select the role or circle for which you would like to add notes
  • Add your notes in the input field
  • Note that you can format your text with Markdown or HTML, for instance to bold, italicise, or link to hyperlinks.
If you want to provide special meaning to certain roles or circles, or if you are just a colourful organisation, you're able to change role/circle colours. Note that by default, roles without holders are greyed out. Your color choice will only appear once the role has holders. Also, for mirrored roles, the colour will be synchronised with the other mirrored roles of its type!
Screenshot that shows how to change the colour of a role or circle
  • Select the role or circle you would like to give a colour
  • Edit it
  • In the role/circle settings dialogue, select "Add a colour"
By default, a peer's picture (avatar) is set to their initials. To breathe life into your map, you can upload a picture!
Screenshot that shows how to change a peer's picture (avatar)
  • Navigate to the peer's profile page
  • Click on the edit pen
  • Click on the camera icon (overlaid on the peer's picture) to upload a picture
  • Click on the "X" at the top right of the picture to remove the current picture
Copying a role/circle duplicates the role/circle and its contents to a target circle. Note that role holders (if any) will be removed for newly copied roles. The newly copied role will also lose its status as a circle representative (if applicable). In short, newly copied roles and circles are independent from the origin of their copy. If you are interested in creating a copy who is dependent/synchronised with the origin role, create a mirrored role).
Screenshot that shows how to copy a role or circle
  • Select the role or circle you'd like to copy and edit it
  • Scroll to the bottom of the edit dialogue and select "Copy to..."
  • Select the destination of your copy
Once roles and circles have been added, you can edit their contents. Click on the "Edit pen" icon next to the object you would like to edit.
Screenshot that shows where to click to edit a circle, role, or role holders
  • If you have navigated to a role description on your map, you will see three edit icons in the left-hand column
  • Click on the uppermost edit icon to edit the currently selected circle
  • Click on the middle edit icon to edit the currently selected role
  • Click on the bottom edit icon to edit the role holders for the currently selected role
Peerdom provides a visual overview of all roles a peer holds across the whole organisation. Alternatively, by looking at a peer's individual profile, you can see their personal details and a summary of their currently held roles.

See which roles a peer holds

Screenshot that shows how to see which roles a peer holds
  • Zoom in or out of the map to the area of interest. On the left-hand column, you'll see all peers who hold at least one role in the currently selected circle or any of its sub-circles.
  • Select any peer from the left-hand column to highlight all of their currently held roles

The peer list: quick access to a peer's profile

Screenshot that shows how to reach peers' profile
  • From anywhere on the map, select the top right "team" icon to open the list of all peers in the organisation
  • The peer list also shows how many roles each peer currently holds, highlighting those who currently hold no roles.
  • Select the peer whose profile you'd like to see

The peer profile

Screenshot that shows the peer profile
  • You can access the peer profile from the peer list, or directly on the map by selecting on the peer (left column) and then clicking their picture on the map
  • A peer's profile page contains their picture, contact details and a full summary of their currently held roles
  • If you have editor rights, you can edit the peer name or change their picture by clicking on the edit button
  • This is also where you can remove a peer
Give your peers the ability to view or edit your map by inviting them to Peerdom.
Screenshot that shows how to invite a peer through adding a peer
  • Follow the instructions to add a peer to your map
  • Enter the peer's email address and select view-only or edit access rights
  • If the peer does not yet have a Peerdom account, they will receive an email invitation to join Peerdom.
  • If the peer already has a Peerdom account, they will simply be given access.
Dive in and out at different depths of your map to find exactly the information you are looking for.

From the outermost circle

Screenshot that shows how to navigate the map
  • You can navigate to any place you see on the map by clicking on a role or circle at any depth
  • As you can see on the screenshot, you can use your mouse to highlight places to discover. By moving the cursor across your map, you will see a thicker line outline the context. Clicking within that context will zoom you to that area.

From within a circle

Screenshot that shows how to navigate the map from the inside
  • You can still navigate to any place you see on the map
  • You can navigate deeper (example 1) or zoom out (2 and 3). You can also navigate to other roles and circles at the same depth (4)

Better understand where you are

Screenshot that shows how to better understand where you currently are located
  • Use the left-hand side of the map to help you understand your current location
  • If you have selected a role, you will see both the name of the role (in this example "Networker") and the circle in which it resides (in this example "Marketing")
  • The map will show the names of the circles and roles that are located the current depth (here "Interpreter", "Sponsor", "Care taker", "Faciliator", "Guide")
While building up your map or in the evolution of your organisation design, you might want to move the roles and circles around. Peerdom makes this very simple.
Screenshot that shows how to move a role or circle
  • Select the role or circle you wish to move
  • Click on the edit button and scroll to the bottom of the dialogue
  • Select the button "Move to..."
  • Select the target location. Note that you can also move the circle/role outside of your organisation. Read more on external roles and circles here.
You may have a role for which you'd like to remove one (or more) holders. Note that roles with no holders remain on your map and are greyed out.
Screenshot that shows how to remove peers from holding a role
  • Select the role from which you would like to remove a holder
  • Edit the holder list (not the role)
  • Select the small cross beside the peers you would like to remove

Removing a role or circle

Screenshot that shows how to remove a role or circle
  • Select the role or circle you would like to delete
  • Click on the edit button and scroll to the bottom of the dialogue
  • Select "Delete"
  • This will lead to a confirmation page that asks you whether you are sure that you'd like to delete what you selected. Warning! Deletions are currently irreversible!

Removing a peer

Screenshot that shows how to remove a peer
  • You first need to access the peer's profile page
  • Click on the the delete bin icon to remove the peer
If you cannot remember your Peerdom account password or don't remember ever setting your password, don't panic!
Screenshot that shows how to reset your password
  • Go to our website
  • Click "Login" button on top right (or in the menu if you are on your mobile device)
  • Select "I forgot my password"
  • Enter your email address and click "Send me an email to reset my password"
  • If you receive an error message saying that we don't know this email, please double check the email address and try again. If it still doesn't work, please contact us.
As your organisational complexity grows, it can become a hassle to find what you're looking for. Until Peerdom offers a fully integrated search engine (soon!), you can find information quickly using your browser.
Screenshot that shows how to search for information
  • Navigate to the "Role list"
  • Use your browser's search engine (windows: CTRL + F, mac-os: CMD + F) to search the page and find what you're looking for
By default, your map is private and you need a Peerdom account to view/edit it. If you are interested in sharing your map with authorised parties, you can generate a private link and send it to them. A private link provides anyone with the URL view-only access to your map.
Screenshot that shows how to share the map
  • Zoom out to the outermost circle
  • Click on the "Share" link at the bottom left
  • Activate the private link and copy the URL
  • Share this URL with whomever you want to provide view-only access!
  • You can decide to deactivate the private link at any time (revoking access).

Note that you can join the pioneering organisations who are transparently sharing their organisation design in our public Showcase. Sharing your map in the Showcase leads to a reduction in your subscription fees! If you're interested in doing so, please write us!
In addition to the visual, interactive map, Peerdom offers a tabular list of roles and their descriptions. The role list is a convenient way to see all textual content in one page and can help you if you are searching for specific information.
Screenshot that shows how to go to the role list view
  • Select the "Role list" navigation entry on top left of the Map
Unsure what we might mean by one of the terms? Here are some quick explanations.
Accountability

An ongoing responsability expected of a role. Tip: define accountabilities as full sentences that begin with an -ing verb. For example, a “Communication Specialist” role might have an accountability for “Writing and publishing meaningful articles to our blog”

Circle

A collection of roles that all contribute to the same purpose or topic. You may consider circles to be self-governing and semi-autonomous teams. Like roles, a circle can also have accountabilities. A rule of thumb is that when a circle's accountabilities become too complex or diverse, you may split up the work into finer-grained roles within the circle. For organisation design models that call for special roles to represent a circle (e.g. Facilitator, or Lead Link or Coordinator), one can add representatives to a circle.

Domain

A distinct area of influence, activity and decision making within an organization. A domain centralizes control of a resource to a specific role. For example, a “Social Media” role might own the domain of “corporate Twitter account.” A role may impact its own domain to achieve its purpose, but may not impact another’s domain unless given permission.

Focus

If a role has two or more role holders, you may want to further clarify whose duty it is to enact the responsibilities under particular conditions. For example, a “Public Speaker” role with several holders may have a focus per holder, such as “talks in French”, or “abroad”, or “in Switzerland”.

Mirrored role

A mirrored role is a synchronised clone of an existing role. This enables you to create roles across your map that have the exact same content and who are automatically synchronised when you change content in any one of them. Note that you cannot add a mirrored role to a circle that already contains that same role.

Peer

A person with whom you collaborate toward a common purpose. A Peer is defined by their profile information and the set of Roles that they hold.

Policy

A policy allows or limits others from impacting a domain. For example, if a “Social Media” Role owns the Domain of “corporate Twitter account” then a policy might be enacted to allow an “Events Promotion” role to make posts to Twitter (e.g. “Events Promotion has permission to post events-related content to the corporate Twitter account”).

Purpose

Clarifies the identity and intention of a role or circle. The purpose orients the action of a role even absent any other explicit accountabilities, domains, policies, etc.

Representative

A role that is flagged to have a special status for a circle. This may be a coordinator, an elected strategist, or a spokesperson role for the circle. For *cracy-based models, "Lead link", "Rep link", "Primary link", and "Secondary link" are representatives.

Role

Alongside peers, roles are the most basic organisational unit in Peerdom. Roles are defined by a purpose, a set of accountabilities, and a set of role holders (peers).



Note: Several terms are adapted from glossaries found at Holacracy One and Sociocracy 3.0

Any good adventure comes with its share of obstacles. We encourage you to keep your toolbelt as sharp as possible, so Peerdom officially supports the latest two releases of the following browsers:

Learn from other organisation maps

Screenshot that shows where to discover the existing public maps
  • Explore our growing showcase of companies who agreed to share their organisational design

Let our companions help you

Screenshot that shows where you can contact our companions
  • Discover and contact our trusted companions. They are here to support you throughout your organisational transformation