How to Create a Relationship Group and Type

Relationships are used to link individual member records to each other to identify members of the same family or corporate entity. Additional relationship groups and types can be created to identify other relationship or linked member information. In this example a new relationship for Sponsorships is created.

Quick Steps

1. Navigate to Configuration and select Relationship Groups
2. Select the +Relationship Group button
3. Enter the Relationship Group Name, select Save
4. Navigate back to Configuration and select Relationship Types
5. Select the +Relationship Type button
6. Enter the Name for the first link of the Relationship Type
7. Select the Genders, then Save (this will navigate back to the Manage Relationship Type page in Configuration) 
8. Select the +Relationship Type button
9. Enter the Name for the second link of the Relationship Type
10. Select the Genders
11. From the New drop menu for each Gender, select the first link Name of the Relationship Type created in Step 6, then Save (this will navigate back to the Manage Relationship Type page in Configuration) 
12. From the list of Relationship Types, click on the first link Name of the Relationship Type created in Step 6
13. From the New drop menu for each Gender, select the second link Name of the Relationship Type, then Save
14. Repeat steps 8 to 13 for each link name required for the Relationship Type

Click here to view the steps on how to Add Relationship links to member records

Step by Step

Step 1  Navigate to Configuration and select Relationship Groups (located under the Members section)

Step 2  Select the +Relationship Group button (located top right of screen)

Step 3  Enter the new Relationship Group Name, select Save

The Relationship Group name will be visible for selection in the member record when adding relationship links

Step 4  Navigate back to Configuration and select Relationship Types (located under the Members section)

Step 5  Select the +Relationship Type button

Step 6  Enter the Name for the first link of the Relationship Type 

Step 7  Select the Genders, then Save (this will navigate back to the Manage Relationship Type page in Configuration)

Step 8  Select the +Relationship Type button

Step 9  Enter the Name for the second link of the Relationship Type 

Step 10  Select the Genders

Step 11  From the New drop menu for each Gender, select the first link Name of the Relationship Type created in Step 6, then Save (this will navigate back to the Manage Relationship Type page in Configuration) 

Step 12  From the list of Relationship Types, click on the first link Name of the Relationship Type created in Step 6, or select Edit from the Action drop menu

Step 13  From the New drop menu for each Gender, select the second link Name of the Relationship Type, then Save

Step 14  Repeat steps 8 to 13 for each new Relationship Type link that is to be created