View source for Creating People Relationships

==Creating People Relationships==

People relationship is used when you wish to link one contact to another, regardless of any organisation or [[Role|roles]].  This technique is useful where you need to track informal or social relationships.  In order to use this feature you will need to:
* '''Enable two Manager Permissions''' – one to view the relationships, and a second to be able to set the relationship.  These permissions are separated in this manner as you may want lots of people to see the relationship, but a specific group to set the relationships.
* Define the types of relationships – these relationship types only have three properties, a name, a display order and a colour.
* Once you have made these configuration changes you can further control the behaviour by controlling which [[Role|roles]] can set or view the relationship types you establish.

==Setting up the People Relationships Feature==

First you will set up the relationship types and then permission the feature.

1. Navigate to the Global Settings - [[Classic Options]] tab.

2. Click the '''People Relationships''' link.

[[Image:Rela1.png]]
 
The name, display order and colour code are set on the right and the list of existing types is displayed on the left.

3. Create the following '''Relationship Types''':

[[Image:Rela2.png]]
 
4. Choose the [[Configuration Menu|Configuration]], Roles and Permissions [[Menu|menu]].

Next you will set the permission to both view and set these relationship types.

5. Click the '''Manager Permissions''' link.

The two permissions are listed together.

[[Image:Rela3.png]]
 
6. Click the '''People Relationships – Edit''' link.

7. Set this '''Permission''' to the '''Employee''' [[Role|role]].

8. Click the '''People Relationships – View''' link.

9. Set this '''Permission''' to the '''Everyone''' [[Role|role]].


==Setting People Relationships==

The feature is now configured and you can establish the three types of relationships you specified between any one in the system.

1. Locate the '''Victoria Walters''' [[Internal|internal]] [[User|user]].
* The '''relationships''' tab has been added to the profile.  This tab would not be visible if you were not in a [[Role|role]] associated with the '''People Relationship – View''' permission.

[[Image:Rela4.png]]
 
2. Click the '''New Relationship''' link.

The '''New Relationship''' window is displayed.

[[Image:Rela5.png]]
 
This window provides the following functionality.
* '''Find by First Name''' – look up anyone in the system based on their first name.
* '''Related To''' – displays the person located by the search.
* '''User Profile''' – allows the creation of a new contact.

==Adding People Relationships==

1. Type '''Janet''' in the '''Find by First Name''' box.

2. Click the '''Search''' button.

The contact is located.

[[Image:Rela6.png]]
 
If multiple people with the same name are located they will be listed in the '''Related to''' combo box.

3. Set the '''Relationship''' to '''Went to School with'''.

[[Image:Rela7.png]]
 
4. Click the '''Save''' button.

The relationship is added.

[[Image:Rela8.png]]
 
5. Add the following relationships to the list.

[[Image:Rela9.png]]
 
==Viewing the Relationship Map==

These relationships can also be displayed in a graphic mode.

[[Image:Rela10.png]]
 
You can use this mode to click through each [[User|user]] and review their relationships.

==Restricting Relationship Types to Specific Roles==

If you don’t want specific groups of [[User|users]] to set or view relationship types you can control this through [[Role|role]] settings.

1. Choose the [[Configuration Menu|Configuration]], [[Roles & Permissions]] menu.

2. Click the '''Roles''' link.

3. Choose the '''Employee''' [[Role|role]].

The '''Relationship Permissions''' are displayed below the '''Role Permissions'''.

[[Image:Rela11.png]]

* '''View''' will restrict the current [[Role|role]] to only seeing the selected relationships.  If no relationships are selected then all relationship types can be viewed.
* '''Edit''' will restrict the current [[Role|role]] from being able to set the selected relationships.  If no relationships are selected then all relationship types can be set.

[[Category:System Management]]