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How to Add New Relationship Types in Teamflect

Add and customize relationship types in Teamflect to match your organization’s unique structure.

Written by Myka
Updated over a month ago

Teamflect enables organizations to define and manage custom relationship types to reflect their internal matrix, mentorship, or reporting structures. These used to be called Focus Person types but are now referred to as Relationship Types.

By default, Teamflect includes a set of predefined relationship types. Admin users can expand this list to better support performance management, coaching, and succession planning needs.

Step-by-Step: How to Add a New Relationship Type

1. Navigate to the Admin Center

Navigate to Admin Center > Users > Relationships.

2. Click Manage Relationship Types

This button will redirect you to the dedicated page for managing all existing relationship types.

3. Select Add Relationship Type

This will open a new popup where you can define the relationship type.

4. Fill in the required details

  • Relationship Name & Description: Clearly label the type (e.g., “Mentor - Mentee”, “Dotted-line Manager”).

  • First and Second Participant Labels: Define how each participant is referred to.

  • Managerial Access: Use the toggle to determine whether the first participant will have access to the other’s private data (e.g., feedback, goals).

  • Visibility Controls: Choose whether this type will be available to all users or only visible/admin-assignable.


5. Save

Click Create to finalize and add the relationship type to your list.

HR Use Cases

  1. Mentorship Programs
    Enable structured growth by assigning “Mentor-Mentee” relationships with clear visibility and goals.

  2. Matrix Reporting
    Support project-based or dotted-line reporting through custom relationship types like “Project Manager - Contributor”.

  3. Succession Planning
    Define future leader pipelines with relationship types such as “Successor - Sponsor” or “Talent - Coach”.

Final Thoughts

The redesigned Relationships module makes it easier for HR teams to model real-world organizational dynamics directly in Teamflect. By customizing relationship types, you gain more precision in how feedback, goals, and development plans are tracked—ensuring alignment with your people strategy and company culture.

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