Add/Edit Relationship Types

Add your user's contacts into Teamworks so you have access to their information at all times.

Add Relationship Types:

To add a relationship type, log into your Teamworks account in a web browser. Once you have logged in, navigate to the Profiles tab, and then to the Settings tab. 

Choose Relationship Types from the options on the left, and then click the "+ Add Relationship Types" button. 

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Give the relationship type a name and click "Save".

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Edit Relationship Types:

To edit a pre-existing relationship type, log into your Teamworks account in a web browser. Once you have logged in, navigate to the Profiles tab, and then to the Settings tab. 

Choose Relationship Types from the options on the left, and then find the relationship type you wish to edit. Click the pencil icon to edit. Edit the name and save your changes. 

If you wish to delete a relationship type, click the trash can icon next to the relationship type you wish to delete. (Note: You will not be able to delete a relationship type that is in use).

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Notes:

*Users must be Organization Super Users in order to add/edit relationship types.

Keywords: Relationship, Types, Contacts, Information, Profiles.

Want to connect with Teamworks? Contact us by clicking the Help button below, by calling or texting 202-875-8930, or by sending an email to support@teamworks.com.

 

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