If members belong to the same family or are in some way related to each other, you can assign different relationships to them to note this information in MyMembershipManager.
Click here to find out how to set up different relationship types (for example, Parent and Child).
There are two ways in which you can set up a new relationship.
Adding a single new relationship
If you would just like to set up one relationship for a member, go to this member’s record, click the Relationship tab and you will see the ‘Add new relationship+’ button. Click this button and you will see this screen:
The member’s name will be in the box at the top of the window. The dropdown menu between the two grey boxes can be used to select the relationship type (e.g., parent and child). Using the blue down arrow button, you can select the second person in the relationship.
Once you have selected both people, you will see two tick boxes on the right side of the window. In our example it would look like this:
If one person in the relationship is responsible for the other, you can use these tick boxes to show it.
Once you are done, click the Save button.
Adding multiple relationships
If you would like to set up more than one relationship at once for a member, select the ‘Add multiple relationship+’ button.
You will see this screen:
You will see a list of all the people who are part of this ‘family’ already. Go through the dropdown menus on the left of the window and select the appropriate relationship type that applies to each person.
You can use the tick boxes on the right-hand side of the window to determine if the person whose record you are on is ‘responsible for’ or ‘looked after by’ each person on the list.
Once you are done, tick the ‘confirm’ button for all the relationships you wish to save (you can also use the ‘confirm all’ button to tick all the boxes)
Then click the Save button.