Relationship roles allow you to identify the function a particular person has within a relationship. Looking at the Counseling example, there are typically at least two roles: the person counseling & 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
2. Relationship Types grid appears, click a relationship to add roles to
3. Relationship Type Summary appears, click Add/Edit in Relationship Roles box
4. Manage Relationship Roles appears, enter name of new role in the Role name field
5. Click Add role
6. Role appears at bottom of list
7. Repeat for each role to be added
8. Click back arrow to return to Relationship Type Summary

Updated March 05, 2025 21:00