IIABA - Assign Parent/Child Relationships

Austin Magleby

Mar 20, 2023

1679

To establish relationships with branches you will assign the relationships between agencies on the agency Overview tab. See Manage Parent/Child Relationships

NOTE:

An Agency (Parent) can have multiple children (branches).
A Branch (Child) may NOT have child branches of its own, nor can it have more than one parent.
Memberships can ONLY be owned by the parent agency, branches must inherit the membership from the parent contact. This is achieved by setting the contact relationship type to Location.