What you can do, and how you can do it.
Add a new peer 🔗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.
Add a new role or circle 🔗Roles and circles are the building blocks of your map.
Add a 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.
Add a representative to a circle 🔗A representative role has special responsibilities to act or speak on behalf on the circle. Note that the representative is a role, not a person. If you mirror the representative role to another circle, Peerdom will ask you if the role should also represent the other circles in which it can be found.
Add an external role or 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...
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.
Add notes to a role or circle 🔗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.
Change the colour of a role or circle 🔗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!
Change a peer's picture (avatar) 🔗By default, a peer's picture (avatar) is set to their initials. To breathe life into your map, you can upload a picture!
Contact peers 🔗Contact peers, roles, and entire circles in a single click. Email your colleagues with shortcuts to e-mail all role holders or circle members. This requires that all of your colleagues have provided their email address on their profile.
Copy a role or circle 🔗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).
Edit a circle, role, or role holders 🔗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.
Edit a peer's access rights 🔗There are four categories of access rights. Only peers with Owner privileges are able to administrate access rights. You cannot change the access rights of your own profile. Here are the four access rights categories:
- Guest Can visit your Peerdom via a shared private link, or if your map is publicly available. Guests can view all Map content except for peer email addresses. They have no access to view content from other Peerdom Apps.
- Member Can view all Peerdom content
- Editor Can edit content and invite new peers as Members
- Owner Can edit content and administrate peer access rights (e.g. classifying peers as Members, Editors, or Owners)
Get further information about peers 🔗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
The peer list: quick access to a peer's profile
The peer profile
Invite a peer to Peerdom 🔗Give your peers the ability to view or edit your map by inviting them to Peerdom.
Make a role electable 🔗Any role can become an electable role. This means that role holders can be elected for a certain period of time.
To modify who can view, edit or administrate your Peerdom, see this section
Move a role or circle 🔗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.
Remove a peer from a role 🔗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.
Remove a circle, role or peer 🔗
Removing a role or circle
Removing a peer
Reset your password 🔗If you cannot remember your Peerdom account password or don't remember ever setting your password, don't panic!
Search for information 🔗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.
Switch to the role list view 🔗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.
Glossary of terms 🔗Unsure what we might mean by one of the terms? Here are some quick explanations.
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”
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.
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.
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”.
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.
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”).
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.
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.
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).
Circles can select certain roles to represent them. This may be a role with special responsibilities or that acts as the spokesperson for the circle.
Roles can be set to be electable, meaning that role holders are elected for a term. Marking a role as electable allows one to set the term limits.
Roles that exist outside of your main organisational circle. These are useful to represent external suppliers, partners, freelancers, etc.
Note: Several terms are adapted from glossaries found at Holacracy One and Sociocracy 3.0