Once you understand relationships (Member relationships) and have created at least one relationship type already (see Creating and editing relationship types), there are two ways to link members together in a relationship.
Method 1: You can assign a primary relationship when first creating a member record. See Adding a new person and Adding a new organization for details.
Method 2: You can assign a relationship to a member you are currently editing using the Member Details page.
For details on method 2, see below.
When you create a new member, or bring up a specific member using the Member search feature, you will see the Member Details page for that member. (See Viewing member profile information for more details.)
In the bottom half of the Member Details page is the history area, which includes a Relationships button as shown below. Any existing relationships between this member and other members will be listed; in the example below, the organization member has two related employees.
From this section, click the add relationship link to define a relationship between this member and one or more other members. You will see a screen like this:
At the very top of the page is a dropdown allowing you to choose your relationship type. Each entry will correspond to one of your relationship types. In the example below, we have defined peer relationships called Spouse and Partner, as well as parent-child relationships called Employer/Employee and Manager/Subordinate. You would choose the type that corresponds to the member in question. (In the example below, Affiniscape might be a Partner or an Employer, but the other types would not be appropriate since they refer to people, not organizations.) See Creating and editing relationship types to learn how to create or modify the names of your relationships.
If you choose a parent-child relationship type, then you can choose or verify the corresponding type as shown below. (Only matching types will display.)
Once you choose the relationship type, you can either choose a single member or a group of members for the other side of the relationship.
Member name: Use this to pick a single member to relate your member to. Like most areas of the system, you can just type the first few letters of the last name or the organization name. In the example below, we're choosing a new employee of Affiniscape.
Smart group: Use this feature to simultaneously relate many members to this one member. You must have already created a Smart Group that correctly matches all the members you wish to relate to this member. See Smart Groups for more information. Be careful using this option, as it can create many relationships at once, and can relate members incorrectly if you do not have your Smart Group set up correctly.
Once you have made your choices, click 
to create the
relationship. If
you change your mind and do not want to create the relationship, click
.
Once you have created relationship between the current member and other members, you can choose one of the related members as the primary contact or organization. Primary contacts and organizations show up at the top of the Member Details page, and they can be used in special ways when creating Smart Groups.
You can set primary relationships from the Relationships tab in the bottom half of of Member Details - the same place from which you create relationships in the first place.
Click the star icon 
to set that member as the primary
contact/organization. If
a member is already a primary relation, that member has a yellow star
next to their record (as Carolyn Jones does in the example
above).
If you wish to clear the primary relationship, so that no member has a primary relationship with the current member, use the clear primary contact or clear primary organization link at the top. This will not remove any of the listed relationships under the Relationships tab, but it will remove the primary relationship listed at the top of the Contact section at the top.
In Members360°, only individuals have logins and passwords, so organization information is managed by individuals related to that organization. There are two ways for an individual to be able to manage an organization:
The primary contact (as described above) for an organization is automatically authorized to manage the organization. In the screen shot above, Mia S. Adams is the primary contact, so she is automatically authorized to manage the organization.
You can administratively authorize any non-primary contacts to manage the organization. Just click the Not Authorized link next to the member to authorize them. In the example above, James Jones is not the primary contact, but if you click the Not Authorized link, he will become an authorized contact as shown below.
Primary contacts and authorized contacts can perform two important functions within Members360°:
They can view and update the organization information for their organization via the Member Portal (assuming you have set up a default Organization Profile form).
They can register multiple people from their company for events using the new Events / Conference module (for any events that you have set to allow multi-person registration). Please note that this new module will be available to all Members360° users by March 1, 2008.
You can easily remove a related member from the member you're editing.
From the
Relationships area of the History section,
click the 
button next to the relationship you wish to remove.
That will
permanently break the relationship between the two members. You
can always re-add the relationship later, or add a different relationship.
When you
remove a relationship, the system records it automatically under History, so you can always review who someone used
to be related to.