This article explains how to create a relationship between different user types.
Below is a small "how to" of the best way to get started with building a relationship between different type categories. For the purpose of this demo, we will illustrate how to create a relationship between a company and a representative;
Asking your Grip Project Manager to create a relationship between your required user types is a prerequisite to be able to build a relationship. Once your Grip project Manager informed you of the access, you can follow the steps below;
1. Select the application and event
2. Select the "company" category.
3. Click on the company name within the company category.
4- On the new window; click on the relationship
5- Click on "Add relationship"
6- Select the relevant relationship from the drop-down menu list; in this scenario, we are building a relationship between a company and a representative, hence we select "representative".
7- Type the name of the representative
If you would like to add more representatives to one company, you need to click on the "add relationship" button (step 5) and continue to step 8.
Voilà! you have made a relationship between a company and a representative. Still having problems? No problem! Just contact our support team on email@example.com.