How to Add New Relationship Roles

Relationship roles allow banks to define standard types of financial relationships between contacts and users. The feature allows for the following:

• Admins can create specific financial relationship roles
• Users with permissions can create and maintain relationships in TE
• Organizations can maintain relationships in the API

1. On the left navigation, click Organization Admin > Configuration Settings. 
2. Under Relationship Role Settings, click the  Update button.
3. On the right side of the page, click the Add new role button.
   • A pop-up box appears. 
4. Enter a name for the new role, then click the Addbutton.
   • The name you type cannot exceed 50 characters. You can only use:
     • uppercase letters (A-Z)
     • lowercase letters (a-z)
     • numbers (0-9)
     • spaces
     • underscores
   • If you enter any other characters, an error message appears, and you cannot add the role.
   • The system automatically generates a system name as you type.
     • The system name can be used with the data importer, the API, and variable names in content placeholders.
     • The system name is the same as the name you enter, except:
       • Any uppercase letters in the name you enter are converted to lowercase.
       • Any spaces are converted to underscores.
     • If you edit the name you entered later, the system name does not change.