About Relationship Types
Relationship Types are used to link Registrants together inside of the project database. For example, a husband and wife can have individual Registrant Profiles but be linked as spouses. A Registrant can have multiple Relationships with unique Registrants but cannot have multiple relationship types with the same person. Each time a Relationship is created, a reciprocal Relationship needs to be created for the linked Registrant.
Relationship Types are divided into two sections – Client’s Settings and Default Settings. Relationship Types in the Client’s Settings are those that have been created by the Administrator in the Client Admin Center. These additional Relationship Types are visible on all projects for Users.
The following Default Relationship Types have been provided by Lasso:
Relationship Types can be hidden from the Relationship Type dropdown in the Sales Center by disabling them if you do not want Lasso Users to be able to select them. The disabled Relationship Types will not be visible to your Users when adding Registrant Relationships but you will be able to see them when generating Custom Lists.
To Access Relationship Types:
4 - Click on the Relationship Types tab.
Note: You must have a Client Administrator Role and Registrants Settings Permissions to access this area.