Open topic with navigation

Relationship Roles

Relationship roles allow you to identify the function a particular person has within a relationship. Looking at the Counseling example, there is typically at least two roles: the person counseling and the person being counseled. When defining your relationship types, two roles are initially created. However, there may be other peripheral roles that interact in the relationship as well. In the Counseling example there may be an intake advisor or a different pastor may want to be involved as well.

To add a relationship role:

1. Click Admin > People Setup > Relationship Types. The Relationship Types grid appears.
2. Click the name of the relationship to which you want to add roles. The Relationship Type Summary appears.
3. Click Add/Edit in the Relationship Roles box. The Manage Relationship Roles for appears.
4. Type the name of the role in the Role name field and click Add role. The role appears in the grid at the bottom of the form.
5. You can repeat this procedure for each role you need to add.
6. Click the back arrow to return to the Relationship Type Summary.