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==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==
All aspects of this feature are controlled through the [[Configuration Menu|Configuration]], Roles and Permissions [[Menu|menu]]. First you will set up the relationship types and then permission the feature.
1. Choose the [[Configuration Menu|Configuration]], Roles and Permissions [[Menu|menu]].
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 and Permissions [[Menu|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]]
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==
All aspects of this feature are controlled through the [[Configuration Menu|Configuration]], Roles and Permissions [[Menu|menu]]. First you will set up the relationship types and then permission the feature.
1. Choose the [[Configuration Menu|Configuration]], Roles and Permissions [[Menu|menu]].
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 and Permissions [[Menu|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]]
