What changes come with switching to v5?


  • First, there is a change in nomenclature:
    - Instead of Lead Link  → Circle Lead.
    - Rep Link → Circle Rep.
    - Individual Action → Individual Initiative.

    - There is a new term: Role Lead.

  • You can assign multiple Circle Leads (as opposed to v4, where you can only assign one Lead Link).

  • Structural roles (Secretary, Facilitator, Circle Lead, and Circle Rep) are hidden from the org chart. Filled structural roles will appear in the Roles list only but not in the chart (see below).



  • You can no longer add members to circles without roles. All members of circles must have roles to still be considered part of the circles. Also, excluding circle members from meetings is no longer an option. All de minimis members become full circle members.

  • There are changes to the purpose, domains, and accountabilities of the Core Roles (Facilitator, Secretary, and Circle Rep):



  • The Circle Lead no longer has any specific accountabilities, except those on the circle itself.

  • If you're the only member of a circle, you can sub-structure your own roles and make edits to the circle's roles outside of Governance meetings or asynchronous proposals. In v5, the question of whether a role is a circle is a little more nuanced and is partly context-dependent. You will notice some changes to the org chart if your organization takes advantage of the option to sub-structure roles.

  • Role linking is available for premium orgs. Premium orgs have an option in Governance to invite roles from other circles to join any circle that would like their input or support.

  • Creating role policies outside of a meeting if there are multiple role-fillers is no longer allowed.

  • Multi-filled roles can now hold meetings that concern only that role.



Note: If you're not sure this is right for your organization, you can check out the v5 Constitution here.


Related article:  - How to switch from v4.1 to v5.0?