Association Types

Association types allow you to qualify the relationship between people and companies in the system, enabling greater control and operational flexibility.

Navigation path: Advanced > Association types

The list displays all registered types with the Description column and the ✓ icon to save inline edits. There is no separate edit screen — the description is changed directly in the list.

Concept

People registered in the system are, in general, associated with companies. More than simply creating this association, you can determine the type of this relationship.

Practical Examples

Person: Pedro
Company: Frigorífico Super
Type: Employee

Person: Maria
Company: Frigorífico Super
Type: Service Contractor

Benefits of Qualification

These qualification differences allow you to:

• Perform specific filters in reports
• Enable differentiated functions in access control
• Organize people by type of link with companies

Type Configuration

To simplify the operation, all the different association types must be previously configured.

How to Configure

1. Go to Advanced > Association types
2. Click New association type
3. Enter the name of the type (e.g. "Employee", "Service Contractor", "Intern")
4. Confirm with the ✓ icon

Simple List

This screen is a simple list, without any additional configuration required. Just create the types that will be used in your system.

Common Association Types

Examples of frequently used types:

Type	Common Use
Employee	Fixed collaborators of the company
Service Contractor	Outsourced workers and consultants
Intern	Interns and apprentices
Director	Board and management
General	Generic link when the specific type does not apply
Temporary	Temporary collaborators
Visitor	Occasional visitors

How to Use

After creating the association types:

1. Go to the registration of a Person
2. Go to the Companies tab
3. When associating the person with a company, select the Association type

See People - Companies for details of the registration.

Best Practices

1. Create only the necessary types: Do not create excessive types that make the operation difficult

2. Use clear naming: Self-explanatory names facilitate use by all operators

3. Standardize the types: Keep consistency between different companies in the system

4. Plan before creating: Define which types will be necessary before starting mass registrations

5. Document the use: Keep a record of when each type should be used

Next Steps

• Companies - Configure the companies before creating associations
• People - Learn how to associate people with companies with types
• Reports - Use association types as filters in reports