Departure-driven credential handoff
NUDGE-CC-03 detects deactivated employees who still own credentials or asset_assignments and routes the reassignment directly through ComplianceHQ.
Write each role once. Fill it with people, AI, or both.
RoleHQ turns every seat on your org chart into a written role: its mission, its responsibilities, the decisions it can make, and the tools it may use. Your staff, TappHQ AI assistants, and the AI apps your team already uses all work from the same role, and anything above a role's authority goes to a person.
Grants Coordinator
Placed on: Grants Coordinator, Development - Version 4
Mission
Keep every open grant on schedule, from first draft to final report.
Filled by
Maya R.LeadGrants assistantAI assistant
Decisions
Draft a funder report: decides aloneSubmit an application: proposes, then waits for approval
Escalates to
Grants CoordinatorDevelopment Director
Roles on the org chart
People and AI in one role
Connect Claude, ChatGPT, Grok
Approvals and escalation
Roles
One written role for every seat
A role is the shared spec your whole organization works from. Write it once, place it on a position in your org chart, and every person or assistant who fills that seat reads the same mission, the same decisions, and the same limits.
People and AI in roles
Your team and your AI assistants share the work
A role can have a lead and assistants. Fill it with a staff member, a TappHQ AI assistant, an outside AI app, or a mix. The role decides what each one may do.
An AI assistant works inside the role
When a TappHQ AI assistant fills a role, the role's instructions lead its work and it sees exactly the role's tools, no more. The run page shows which role and version it ran as.
- Run as a role, or with no role, from the Run dialog
- Set a monthly credit budget per role; runs pause when it is used up
- AI work spends your org's credits, with a top-up prompt when you run out
Grants assistant
Ran as role Grants Coordinator version 4Tools this run could use
Search grantsDraft funder reportsRead the calendar
Role budget this month
80% of cap used - resets on the 1st
People get a playbook for every seat they fill
My roles shows each role a person fills, as lead or assisting, with a playbook to download as Markdown, PDF, or Word.
- Onboarding checklists add the new hire's role items
- Offboarding adds a handoff for every role the person leaves
- Removing or suspending a member flags the roles left uncovered
Grants Coordinator
Grants Coordinator, Development
Volunteer Liaison
Program Manager, Programs
Download playbook: Markdown, PDF, Word
Connect AI apps
Bring the AI apps your team already uses
Connect Claude, ChatGPT, or Grok to a role by signing in to TappHQ and picking the role. The app then works from that role's spec and its tools, and nothing else. The live connection for Copilot Studio is coming soon.
1
Add TappHQ as a connector
Paste your TappHQ address into the AI app. Role sync shows step-by-step instructions for each app.
2
Sign in and pick the role
The consent page names the app and where it will send you back, and lists only the roles you may connect.
3
The app works inside the role
It can use only the role's tools. A change the role may not decide alone goes to your approval queue.
Two ways to use a role outside TappHQ
- Live connection: sign in from Claude, ChatGPT, or Grok. Claude and Grok also accept a role key, shown once. The live connection for Copilot Studio is coming soon.
- Export pack: download a role as files for Claude, ChatGPT, Grok, Microsoft 365 Copilot, or plain Markdown. Building a pack uses no AI and no credits.
- TappHQ does not write to your AI apps. Packs are a snapshot; download a new one after the role changes.
- A pack carries no keys, emails, or user ids.
Connect Claude to a role
Claude will send you back to claude.ai
TappHQ has not reviewed this app.
(selected) Grants CoordinatorVolunteer Liaison
Each action the app takes uses your org's credits.
DenyAllow
Role library
Start from a role someone already wrote
Start from 11 ready-made TappHQ roles, or community roles TappHQ has reviewed. Read the mission, responsibilities, and decisions, then add up to five to your org at once.
Share a role back, without the private parts
Before you share, TappHQ shows exactly what it will remove: names of staff, donors, volunteers and other contacts, your org's name, emails, phone numbers, and links. You confirm, the role is screened, and TappHQ reviews it before anyone else sees it.
- Published roles are anonymous and do not show who shared them
- Track each share as Pending review, Published, or Not published
- Copies you add are screened and count toward your plan's roles
AllTappHQCommunity
Development Director
Leads fundraising strategy and donor relationships.
Volunteer Coordinator
Recruits, schedules, and supports volunteers.
Role insights
See which seats are covered, and how the work is going
Role insights shows every placed role with its coverage, a KPI scorecard, and who did the work, people or AI. The same coverage badge shows on your org chart.
Coverage you can act on
Each seat is Covered, Covered by AI, Partly covered, or Uncovered. Admins get a notice when an active role has nobody covering it.
- KPI check-ins by hand or measured automatically, with off-track notices
- Activity over 7, 30, or 90 days with the human and AI share
- Change audit of every version and decision
- Download CSV or save the coverage report to the Reports Hub
4 / 6 Placed roles covered
1 Uncovered
1 Covered by AI
Finance AssociateUncovered
Volunteer LiaisonPartly covered
Newsletter EditorCovered by AI
Grants CoordinatorCovered
Governance
AI drafts it. A person approves it.
Roles carry the rules your board expects: who can change a role, which decisions an assistant may make alone, and where everything else goes.
Plans
Roles on every plan
Every plan includes roles, outside AI bots, and AI-platform syncs. Limits apply only when you add something, and AI work and outside app calls use your org's credits.
Move to a smaller plan and you keep everything you have; you add more once you are within the plan.
How it connects
This HQ is part of a bigger picture
Every HQ shares its data, its proactive alerts, and its agents with the rest of the platform. Here are three concrete ways this one works with the others.
Donor contacts trigger state registration
NUDGE-DC-06 uses contacts.addressState plus stateRegistrationRequirements to warn when solicitation happens in states where the org isn't registered.
Board-meeting attention on the unified timeline
board-meeting-calendar-adapter and NUDGE-MEET-01 surface upcoming board meetings without prep in Mission Control so governance doesn't slip off the radar.
FAQ
Questions about roles
Write your first role
Start free with roles on the org chart, or talk to us about rolling roles out across your team.