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Config

Relations

Manage reusable roles and labels that are used across the platform.

Last updated 2026-03-28

The Relations settings group is where you manage reusable organisational items -- specifically roles and labels -- that are used throughout the Aerolync platform. These items provide the building blocks for access control, classification, filtering, and communication targeting.

How to access Relations settings

  1. Open Settings from the main menu.
  2. Select the Relations group.

Roles

Roles define what level of access and permissions a relation has within the platform. When you assign a role to a relation, you determine which parts of the system they can see and interact with.

Managing roles

Creating a role

  1. Open the Relations settings group.
  2. Navigate to the roles section.
  3. Select the option to create a new role.
  4. Enter a name for the role.
  5. Configure the permissions associated with the role.
  6. Save the new role.

Editing a role

  1. Open the Relations settings group.
  2. Select the role you want to modify.
  3. Update the name or permissions as needed.
  4. Save your changes.
  5. Changes to role permissions take effect for all relations assigned to this role.

Operational impact of roles

  • Roles control access to modules, features, and data throughout the platform.
  • Changing a role's permissions immediately affects every relation assigned to that role.
  • Removing a permission from a role may prevent relations from performing tasks they could previously do.

Labels

Labels are visual tags that you attach to relations for classification and organisational purposes. Each label has a name and a colour, making it easy to visually distinguish different groups of relations in lists and views.

Label fields

Name

  • What it does: Provides the display text for the label.
  • Field type: Text input.
  • How to set it: Enter a short, descriptive name (for example, "Student", "Instructor", "Board Member", "Inactive").

Colour

  • What it does: Sets the visual colour of the label as it appears throughout the platform.
  • Field type: Colour selector.
  • How to set it: Choose a colour that is easily distinguishable from other labels in your organisation.

Managing labels

Creating a label

  1. Open the Relations settings group.
  2. Navigate to the labels section.
  3. Select the option to create a new label.
  4. Enter a name for the label.
  5. Select a colour.
  6. Save the new label.

Editing a label

  1. Open the Relations settings group.
  2. Select the label you want to modify.
  3. Update the name or colour as needed.
  4. Save your changes.
  5. The updated label appearance is reflected everywhere it is used across the platform.

Deleting a label

  1. Open the Relations settings group.
  2. Select the label you want to delete.
  3. Confirm deletion.
  4. The label is removed from all relations it was previously attached to.

How roles and labels are used across the platform

  • Access control: Roles determine which modules and features a relation can access. Only users with the admin role can access Settings, for example.
  • Classification: Labels let you categorise relations by membership type, training stage, organisational function, or any other criteria meaningful to your organisation.
  • Filtering: In list views throughout the platform, you can filter relations by their assigned labels to quickly find specific groups.
  • Communication targeting: When composing messages in Aeromail, you can target recipients by label. This lets you send communications to specific groups (for example, all relations labelled "Student" or "Competition Pilot") without manually selecting individual recipients.

Common tasks

Setting up labels for a new organisation

  1. Plan the categories you need. Common examples include membership types (Student, Full Member, Honorary), roles within the club (Board, Instructor, Examiner), and status indicators (Active, Inactive, Probationary).
  2. Create each label with a distinct name and colour.
  3. Assign labels to your relations in the Relations module.

Using labels for targeted Aeromail campaigns

  1. Create labels that correspond to the audience segments you want to reach.
  2. Assign these labels to the appropriate relations.
  3. When composing an Aeromail message, select the target label(s) to define your recipient list.

Good practices

  • Use a consistent naming convention for labels. Decide upfront whether to use short names ("PPL") or descriptive ones ("Private Pilot Licence Holder") and apply the same style throughout.
  • Choose distinct colours for each label to make visual identification easy at a glance. Avoid using very similar shades for different labels.
  • Review roles carefully before changing permissions. Because role changes affect all assigned relations immediately, an unintended permission removal could disrupt relations' workflows.
  • Keep the number of labels manageable. Too many labels with overlapping purposes make classification confusing rather than helpful.
  • Periodically audit which labels are actively used. Remove labels that no longer serve a purpose to keep the list clean.
  • When planning your role structure, follow the principle of least privilege: give each role only the permissions it needs, and use a separate admin role for sensitive operations.