Add relationships between groups
This doc is a little outdated.. contact us if you need help with this.
Relationships can be used to configure relations between groups.
A user's profile can reflect who their coach, supervisor, mentor, buddy etc... is.
Tutorial scenario: Store Manager group has a supervising relationship with Sales group.
Step 1: Click Groups in the side menu
Step 2: Search and select the group that is the "protege" of the relationship.
In our scenario we search for the Sales group
- Mentor and Mentee relationship, search for the Mentee group
- Teacher and Student relationship, search for the Student group
Step 4: Next to Relationships click Add
Step 5: In the dialogue, name the relationship.
In our scenario, we'll name it Supervisor.
Step 6: Select the group that is the "superior" of the relationship.
In our scenario, we choose Store Manager.
Step 7 (optional): Toggle Multiple to true if the "protege" of the relationship can have more than one person as their "superior".
Step 8: Click OK
Step 9: Under Members tab on the group page, select a user.
Make sure that you are on the group page for the "protege" e.g. in our example it is the Sales group
Step 10: Click on Choose a
In our scenario is Supervisor
Step 11: Choose the person / people who have this relationship with the user
In our scenario notice that only people from the Store Manager appear for selection.