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Tracking relationships between people and organizations

Communities are created through relationships, which is why we made it possible for you to track relationships within your nation. In a profile, you can define relationships between people and organizations. You can track relationships between family members, colleagues, and organizations. 

Here are some examples of relationships you can track:

  • Susan is Tom's parent.
  • Tom is Angela's spouse.
  • Angela reports to Janelle.
  • Angela and Janelle are employees of NationBuilder.
  • Janelle is an alum of Columbia.
  • Columbia Los Angeles Alums is a chapter of Columbia Alum Association.
  • Columbia Alum Association is a subsidiary of Columbia University.

Table of Contents


Add/edit/view relationships

Relationships can be added/edited/viewed on a person's profile. Go to People > click on a person's profile > select the Relationships tab.

Here you'll be able to add New Relationships and edit/view Current Relationships. 


Relationships between people

These relationships can only be created between one person and another person in your database.

Relationship Description
Assistant to Connect a person to the person they assists.
Assisted by Connect a person to their assistant.
Child of Connect a person to their parent.
Friend of Connect a person to their friend.
Manager of Connect a person to their subordinate.
Mentee of Connect a person to their mentor.
Mentor of Connect a person to the person they mentor.
Parent of Connect a person to their child.
Partner of Connect a person to their partner.
Reports to Connect a person to their manager.
Sibling of Connect a person to their sibling.
Spouse of Connect a person to their spouse.
Student of Connect a person to their teacher.
Teacher of Connect a person to their student.

Once a relationship is created in one profile, it appears in the connected profile. For example, if you add a relationship to John's profile naming him as the parent of Jane, when you review relationships in Jane's profile you'll see that she is listed as the child of John. The relationships can be categorized as follows:

Category 1st person 2nd person
Organization Assistant to Assistant by
Organization Manager of Report to
Family Child of Parent of
Family Sibling of Sibling of
Family Spouse of Spouse of

Relationships between a person and an organization

These relationships can only be created between a person and an organization.

Relationship Description from person's perspective, i.e. within a person's profile Feature enabled
Alum of Connect a person to an organization they were previously active in. E.g. a graduate and their alma mater.  
Board member of Connect a person to the organization for which they serve on the board.  
Consultant to Connect a person to the organization for which they serve consults.  
Employee of Connect an employee with their employer.  
Member of Connects a member to their membership organization.  
Primary contact of Connect a person to the organization for which they are the primary contact.  
Resident of Connects a resident to a residential organization (e.g. apartment building or neighborhood association).  
Student at Connects a current student their school.  
Candidate of Connect the candidate to their committee. Voters
Treasurer of Connect the treasurer to their committee. Voters

You can add relationships between a person and an organization from the organization's profile. The relationships are described slightly differently when added from an organization's perspective:

Relationship Description from organization's perspective, i.e. within an organization's profile Feature enabled
Alum Connect an organization to its alum.  
Board member Connect an organization to its board member.  
Employer of Connect an employer to its employee. Can also specify employee's title.  
Member Connect a membership organization to its member.  
Primary contact Connect an organization to its primary contact.  
Resident Connect a residential organization to its resident.  
School of Connect a school to its student.  
Candidate Connect a committee to its candidate. Voters
Treasurer Connect a committee to its treasurer. Voters

Once you create a relationship between a person and an organization, you can log a contact on both profiles. This allows an organization's profile to be a hub of correspondence with your nation. 

For example, if you are applying for a grant from a foundation, you may speak to three different people. Your grant writer could speak to the grants officer in the morning, while your executive director speaks to the foundation's founder in the afternoon, and your program officer speaks with their VP of communication the next day. Since the grants officer, founder, and VP are connected to the foundation, all three contacts appear on the foundation's profile.


Relationships between organizations

These relationships can only be created between one organization and another organization.

Relationship Description
Affiliate Connect an organization to its affiliate.
Chapter Connect a parent organization to its chapter.
Chapter of Connect a chapter to its parent organization.
Organization partner Connect an organization to its organization partner.
Parent company of Connect a parent company to its subsidiary.
Subsidiary of Connect a subsidiary to its parent company.

Filtering relationships

There are three ways to search for people and organizations based on relationships:

Relationship type: finds all profiles with a particular type of relationship. For example, find all parents.

relationship_type.png

Relationship to (with type): finds all profiles with a particular type of relationship to a particular profile. For example, find all employees of NationBuilder. 

company_employees.png

Relationship to: finds all profiles with a relationship to a particular profile. For example, find all profiles with a relationship to C.J. MinsterCheng.

relationship_to.png

You can also limit your search to people or organizations by toggling the view at the top of the page. Here is how I would search for all people connected to NationBuilder:

Within the People section, listings will include both people and organizations by default. You can limit your view to either People or Organizations by clicking either button to deactivate it. The page will automatically refresh to display your choice. 

Note that relationship filters only include relationship types created as described above. Many other criteria are available to sort people based on their relationship with your nation (e.g. donors, volunteers, assigned to a particular point person). 

Please note that relationships are not currently available for export. 


Organization profile attributes

How to log contacts

If you’re unclear on how this feature works, please ask a question. If you would like to see changes to this feature, please submit a suggestion.