The Relations module is the central profile area for every person in your organisation. It brings together identity details, operational readiness, subscriptions, finance, billing setup, and account access.
Where Relations starts
- Open the
Relationsmodule in the platform. - You arrive on the relation list.
- Open a specific relation to work in the detailed tabbed view.
What Relations covers
- the relation list
- personal details
- licences
- subscriptions
- finance follow-up
- billing setup
- account access and permissions
- instructor-specific follow-up
Page structure in this documentation
The Relations documentation follows the starting view and tabs users see in the relation record:
Important implementation detail for users
Most changes in Relations are relation-specific. In practice that means you usually make changes inside one relation record, not in a separate module-wide settings screen.