Relationships

Relationships capture the connections between people, roles, and circles that go beyond your map’s hierarchy. Use them to document deputies, mentors, career paths, team dependencies, and any other link that matters to your organization.

The Role and profile configuration page showing relationship fields like Prerequisite Roles, Deputy Role Holder, and Succession Candidates alongside text fields.

Common relationship types

Deputy designates who steps in when a role holder is absent
Prerequisite roles map career paths showing which roles lead to others
Team dependencies link circles that rely on each other
Line manager records reporting relationships outside the map structure
Mentor captures guidance and development relationships
Career aspiration marks roles a peer is working toward

Create a relationship field

Only Owners can create relationship fields.

Go to Settings > Role and profile configuration
Click Add field
Select Relationship as the field type
Configure the field:
- Name defines what this relationship is called
- Item type lets you choose Peer, Role, or Group
- Number of entries sets how many links are allowed
- Privacy controls visibility (public for everyone, or private to hide from guests)
Save

Relationship fields are a specialized type of custom field. For other field types such as text and lists, see the Custom Fields documentation.

View relationships

Relationships appear in the Inspector panel when you select a role or peer. Each relationship field shows the linked items as clickable references. You can also view relationships on Pages when profile pages are enabled.

Reverse references

Relationships work in both directions automatically. If someone lists you as their mentor, that connection appears on your profile as well. You do not need to create the link from both sides.

Reverse references make it easy to discover connections without manual duplication. For example, adding a “Deputy” link from one role automatically shows the reverse on the deputy’s profile.

Translate field names

Relationship field names can be translated into English, German, Dutch, French, and Spanish. Enter translations when creating or editing the field in Settings. Peers see field names in their preferred language.