Relationships

Platform managers can link users though relationships. Examples of common relationships include parent/child, grandparent/child, aunt/child, and siblings.

Add a new relationship

Select Core.
Select People finder.
In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.
Select Contact card.
Scroll down to Relationships .
Select Add relationship.
Select a relationship type from the I am adding a menu.

Tip: If the relationship type you need does not appear, see relationship types to learn how to create a new one.
Select whether the person is a new or existing user.

If the person is an existing user, search for them by name and select them from the search results.

If the person is a new user, enter their name and email. You can also
- enter a host ID which your school may use to match users across multiple database systems.
- invite them to connect to Blackbaud ID to log in.
Select Save.

Manage relationships

Select Core.
Select People finder.
In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.
Select Contact card.
Scroll down to Relationships .
Select Manage relationships.
Select Notes/Comments to enter a comment for the relationship and you can edit the following:
- Resides with: Select to indicate that the user lives with the person on the contact card.
- Primary: Select this to for list purposes. For example, you may want a list of primary contacts for all students in a class, rather than a list of all contacts for all students. Thus, you'll know who to direct most of your communication efforts towards.
- No contact: Select to indicate that the user should not have any contact with the person on the contact card.
- Parental access: Select to grant the user parental access to the person on the contact card.
- List as parent: Select and this relationship can be listed in directories as the student's parent.
- Responsible signer: Select to indicate the user signs enrollment contracts.
- Remove: Select to remove the user from this contact card relationship.
Select Save.

Note: The parent relationship has two settings, Parental access and List as parent. At least one must be selected for the user to have the Parent role and persona. If parental access is not selected, their access to the system is limited to that of Friend, and they have no access to the student's information. If List as parent is selected, they can be listed in the directory as the student's parent.

Tip: For information about how to create a new relationship type (such as half-sibling) see relationship types.