configure-relationships.md

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📔 Configure Relationships

This document provides instructions to configure relationships in the Beneficiary Registry module.

Prerequisites

• The user must have Registrar and Administrator role.
• The user must have access to the Beneficiary Registry module in OpenG2P systems.

Procedure

1. Click the main menu icon and select Registry.

Registry screen is displayed.

2. Click the Configuration in the menu bar and then select Relationships.

Relationship screen is displayed.

3. Click the Create button. It enables an empty field.

4. Enter the relevant Relationship value in the associated fields.
5. Enter the Name, Inverse name, Bi-directional in the associated field. Inverse name is a mandatory field.
6. Select the appropriate value from the drop-down for Source partner type and Destination partner type in the associated field.

7. Click the Save button to save the relationships configuration.
8. Click the Discard button to exit from the screen.

The newly created relationships is added to the relationship list.

9. Repeat the steps 3, 4, 5 and 6 to add the relevant relationship.

This completes the configuration of relationship in Beneficiary Registry module.

Delete Relationships configuration

Refer to the user guide's Configure Registrant Tags section to delete the configuration of the relationship.