When a relationship is initially created, only two individuals are defined: the first & secondary. However, many relationships will have more individuals involved. For example, in a counseling relationship, there may be different types of counselors interacting with the person being counseled. In this case, the counselors are Secondary relational members, while the person being counseled is the First Person.

An exception is marriage or family counseling. Since multiple household members are often counseled together, they are Secondary members while the counselor is the First Person.

For more information regarding relationships, see these articles:
Relationship Types
Relationship Types in Manager
Relationship Roles

To add a relationship member:

1. Click People > Counseling/Mentoring > View Relationships
   • Note: Optionally you can select filters in Relationship grid & click Search to filter
2. Click View summary beside relationship
3. In Relational Members box, click Add/Edit members
4. Click Find person to display People Search dialog box
5. Select the Role person has in relationship
   • Note: Select the Grant WebLink access check box to allow this person to manage Relationship Notes through Relationship Manager.
6. Click Add person

Updated March 05, 2025 21:02