Before you can create relationships between people, you must first define relationship types. Relationship types consist of at least two roles & optionally attributes that further organize & define relationships. To create a relationship type, follow these steps:

1. Click Admin > People Setup > Relationship Types
2. Click Add
3. Type Relationship name
4. Type Role 1 & Role 2
5. Click Add relationship type

Updated March 05, 2025 21:01