> ## Documentation Index
> Fetch the complete documentation index at: https://anyschool.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Parent, student, and staff relationships

> Manage parent, student, and staff relationships in a shared workspace panel. Link family members and update relationships from Students or Parents.

The relationship manager is a shared panel used from both the Students and Parents pages. It links people together in a workspace-scoped way, such as parent-to-student relationships.

## What this screen is for

* Choose a relationship type.
* Search for a related person in the workspace.
* Set relationship flags used by future communication and approval workflows.
* Review and maintain existing active relationships.

## What you can see

### Panel framing

When opened from a student, the title looks like **Manage Relationships:** followed by that student’s name, and the description explains you can create, edit, and end workspace-scoped person relationships for that student.

When opened from a parent, the title looks like **Manage Relationships:** followed by that parent’s name, and the description explains the same for that parent.

### Left side: create or update a relationship

Introductory copy explains directional labels and that you can relate the current record to students, parents, or staff.

Fields and controls:

* **Relationship type** selector, with helper text that relationship types are managed in workspace settings
* **Current record label** (direction) selector when the relationship type is not symmetric, with helper text explaining outbound vs inbound labelling
* **Related person** area:
  * If someone is already selected, a summary card shows their name, a type badge, optional secondary text, and **Clear**
  * A search box with placeholder **Search students, parents, or staff**
  * Helper text explaining staff results are workspace memberships
  * A results list with candidate names, type badges, optional secondary text, and a **Selected** badge on the active choice
* **Start date** calendar picker, with helper text that leaving it blank defaults to today when creating a new relationship, plus **Clear date** when a date is set
* Switches:
  * **Receives excursion communications** (with helper text that delivery wiring is still upcoming)
  * **Can approve child excursions** (with helper text that this is stored for future excursion flows)
* Primary actions:
  * **Add relationship** when creating
  * **Update relationship** when editing an existing row
  * **Cancel edit** when editing

### Right side: active relationships

A section titled **Active relationships** explains rows are shown from the current record’s perspective.

Each relationship card shows:

* A relationship label badge from the current record’s perspective
* The related person’s name and type badge
* Optional secondary text
* Summary badges for relationship type, communication preference, approval preference, and start date when present
* **Edit** and **End** actions

States:

* While loading, you see **Loading relationships...**
* If there are no relationships, you see **No active relationships** with guidance to add the first relationship from the left form

## Common actions

### Add a relationship

Choose a relationship type, choose direction if needed, search and select a person, adjust switches, then choose **Add relationship**.

### Update a relationship

Choose **Edit** on an active relationship row, adjust fields, then choose **Update relationship**.

### End a relationship

Choose **End**. The interface asks you to confirm because ending is a deliberate removal of an active link.

## Error states

* **Unable to save relationship** when a save fails
* **Unable to load relationships** when the list cannot load
* **Unable to load relationship types** when configuration cannot load

## Permissions and read-only behaviour

Saving, updating, ending, and several field interactions are disabled when you cannot manage relationships.

Note: some switches may remain interactive even when saving actions are disabled. If you cannot manage relationships, rely on the disabled save actions rather than assuming switch changes will persist.

## Tips

* Pick relationship types that match your school’s language (mother, father, guardian) as configured in workspace settings.
* Use **Start date** when relationships should not appear as active before a certain day.
* Use the direction selector when the wording must match how your school describes the connection.