These relationships can be viewed on a Person Record in the Associations section. 

1. Navigate to the People Record
2. Click on Associations in the menu
3. Click on the + New button 
4. Select the type of Association you want to create - Principal, Agent, Responsible Professional, Contact, Other Professional, or Shared Address
5. The specific Association window will appear with 4 different required sections to populate:
   • Details
   • Entity
   • Addresses
   • Role

1. In the Entities section, click +Add Entity
2. Search for the name of the Entity to be added

3. Click on the Entity to add it to the Association

   ✏️Note:  To add multiple Entities at once, repeat steps 1 through 3!  Just be aware it will add the same Roles below to all Entities with the same start dates.

Address

1. In the Address section, click +Add Address
2. A list of the Addresses set up for the Person record will appear
3. Click to select the Address that should appear for the Roles added below
4. Click Apply

Role

1. In the Role section, click +Add Role
2. Select the appropriate Roles and Custom Title, as needed
3. Populate the Effective Date for when the Person started in that Role
4. Click Add

Once you are satisfied with the information, click Create in the bottom right corner.

The new Association(s) will appear in the main window of the Associations tab.  These details will also appear on the connected Entity (or Entities) under Affiliations.