Capture relationships between map items

Add richer connections to your map with custom relationship fields. Link peers, groups, or roles directly to each other to document complex or hidden relationships between them.

Use cases

Do you want to define fallback options for critical roles? Use a "Deputy Role Holder" relationship to assign a backup person for roles. This ensures operational continuity when someone is unavailable.

Do you want to clarify role progression paths? Add a "Prerequisite Role" relationship to roles that require prior experience in another position. This helps chart career development pathways clearly.

Do you want to track dependencies between groups or teams? Use group-to-group relationships to highlight dependencies. For example, define that Group A depends on Group B and Group C for certain outcomes, making it even easier to manage collaborations.

Do you want to capture reporting lines in your organization? Create a "Line Manager" relationship field in the peer profile to connect direct reports with their supervisors. This way, everyone knows who reports to whom at a glance.

Do you want to link mentors with mentees in your organization? When a new peer joins, add their mentor to a"Mentor" relationship field on their profile. Foster strong connections and a culture of support from day one.

Do you want to capture interests or aspirations for career growth? Create fields like "Favorite Role" or "Future Role Interests" to document what roles peers are most interested in pursuing next.

Viewing and editing relationships between items

Any type of user can see custom relationships of roles, groups and peers.

If a custom relationship has been specified for a role or a group, it will appear in their description. Click on the role or group of interest on the map to view the field in the inspector panel.

To edit a relationship field of a role or group, you can click on "Edit" and update the relationship field in the "Details" tab.

If a custom relationship has been added to a peer's profile, it will appear at the top of their profile.

To edit a peer's custom relationships, click on "Edit" on their profile page and update the custom fields in the "Profile" tab.

Adding a new relationship field

To add new custom relationship fields to roles, groups, or peer profiles, click on the "Settings" at the bottom left corner of the screen.

Once in the settings, select "Role and profile configuration" from the left-hand settings menu.

Click on the button "Add field" and select "Relationship".

Customize the custom relationship field with a name, the desired item of relationship, and number of entries. If your map is visible to the public, the additional privacy setting appears.

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Click "Add" when you're satisfied and the new relationship field will be added automatically to all roles and groups on the map.

Updating relationship fields

You can update the name, number of entries, and privacy setting of any custom relationship field. Make sure to confirm your changes to save the updates to the relationship field.

Translating custom relationship fields

Custom relationship field names appear to users in the language they set in their personal settings. If your organization supports more than one language, you can provide translations for field names. To translate the property field name, simply click "Translate" next to the field.

Translations are possible for the following languages: English, German, Dutch, French, and Spanish. If you leave a translation empty, the original custom relationship name will be taken as the default.

Once you're satisfied with the translations, click "Update translation" to save your edits.

We’d love to hear all the different ways you use the relationship feature, so once you've got your map items linked, let us know!

If you have any questions, please reach out to our support.