How do I add a relationship to the System?

Created by Ben Hayes, Modified on Tue, 7 Jan at 9:02 AM by Ben Hayes

Relationships can be configured on the system for use in various aspects of the platform, such as identifying the reporting customer when setting a customer's status to 'deceased', establishing a user's role in an organisation, and more.

To add relationships on the system, go to Administration > Data - Relationships:

Then click 'add':

Then add each relationship. You can select the type to establish where you want the relationship to be on the system, such as organisation, asset, etc.

Then, click 'add' at the top right hand side.