Add and Maintain User Relationships
IRIS ParentMail user accounts can be linked so that a user can receive communications, manage bookings, and make payments relating to another user. For example, a person needs to be linked to student.
Add a Relationship
- Go to Users > List.
- Select the user that you want to link to another user, then select Add New Relationship. Alternatively, select Actions, then select Add New Relationship.
- Select Select a User.
- Select an option from Categories, select the user you want to link to the other user, then select Next to return to the Add New Personal Relationship window.
-
Select the relationship between the users from the Select a Relationship drop-down list.
An error message is displayed if the selected relationship is not possible. Select OK to return to the Add New Personal Relationship window, then select the correct relationship or select Cancel to close the window.
- If the user is to be the primary contact for the user to which they are linked, select Primary Contact, then select Add Relationship.
- The relationship is displayed in the Personal Relationships section in the User Details panel.
Remove a Relationship
You can remove a relationship between users if the relationship has been selected incorrectly, is no longer required, or has changed between users.
If you remove the relationship between a person and student, communications for the student are no longer sent to the person.
- Go to Users > List.
-
Select the user that you want to remove the link to another user, then select the Delete (bin) icon next to the user you want to remove.
-
A warning message is displayed. Select Yes to confirm.
-
The relationship is no longer displayed in the Personal Relationships section in the User Details panel.