Create relationships between community members

TABLE OF CONTENTS

• Introduction
• Create relationships in a community profile 
• Create a relationship to a person 
• Create a relationship to a company 
• Create a relationship to an existing community member 
• Create a relationship to a person or company not in the community 

Introduction

School administrators can create relationships between a person or a company and other community profiles or people.

Create relationships in a community profile 

Go to School community profiles>Community member profiles. 

1. Enter the name of the community member in the search box and select Search. 
2. Select the community member name in the list of results to view the profile details. Information already entered about the person displays. 
3. To see existing relationship details, select the section name Relationships. 
4. Select the  icon to add a new relationship.
5. Select Add relationship. You also have the option to Add spouse if there isn't already an existing spouse for a person.
6. In Member info, select the member type for this relationship: Person, Company, Existing or Non-community. 

Now, you can continue to create the relationship with the community member type you’ve selected.

Create a relationship to a person 

To add a relationship to a new person, start with their personal information: 

1. Select a title for the person from the drop-down menu. 
2. Fill in their first name (mandatory), surname, other given names (if any) and preferred name (if any). 
3. To select their date of birth, select the calendar icon and use the arrows to go to the year and month, then select the day.
4. Select the gender of the person from the drop-down list. 
5. Select Next and enter the person’s contact information. 
6. Select Next and select the relationship type from the drop-down menu. 
7. Select Finish. 

Create a relationship to a company 

To add a relationship to a new company, start with the company information:

1. Enter the company name you have in Company name.
2. Enter the name of the company contact person in Company attention.
3. Select Next and enter the company’s contact information.
4. Select Next and select the relationship type from the drop-down menu.
5. Select Finish. 

Create a relationship to an existing community member 

To add a relationship to an existing community member: 

• Enter the name of the community member in the search box and select Search. 
• Select the community member name in the list of results to view the profile details. Information already entered about the person displays. 
• Select Next and enter or edit their contact information. 
• Select the type of relationship from the drop-down menu. 
• Select Finish. 

Create a relationship to a person or company not in the community 

To add a relationship to a person or company that is not a community member: 

1. Enter the person’s name or company name 

2. Select the type of relationship from the drop-down menu. 

3. Select Finish. 

The details of the relationship now appear in Relationships. Select View in Relationships for the option to edit or delete the relationship at any time.  

Note: If you need to add a new item to a drop-down list: 

1. Select Add item in the list 

2. Enter a Code for the new item. The code must be unique with a maximum of 30 characters and no capital letters.   

3. In Description, enter the exact word you want displayed in the list. 

4. If you want this item to have a specific gender by default, select a Gender from the list. 

5. In Sort order, select the position you want the item to be in the list. 

6.  Select Inactive if you no longer want the item to be available for use in new profiles. (It will still be displayed for existing profiles where it’s been selected.)