---
title: "Representative types"
description: "The module is used to set up categories of representatives (e.g. parent, legal guardian) and their data. At the level of individual member types you then determine how many representatives are required for a member and which representative types can be used."
url: https://help.eos.cz/en/articles/185-representative-types
collection: "Members"
updated: 2026-09-20
language: en
alternates: [cs, sl, sk, pl]
---

# Representative types

The module is used to set up categories of representatives (e.g. parent, legal guardian) and their data. At the level of individual member types you then determine how many representatives are required for a member and which representative types can be used.

## **Module location**

You can access the module in **Management > Settings > Members > Representative types.**

## **Representative type overview**

On the first screen you see a list of all representative types.

-   In the **free basic version** there is one **default** representative type available.
    
-   In the **paid version** you can create and configure **any number** of custom representative types.
    
-   For editing, in **Management > Settings > Members > Representative types** right-click and choose **Edit**).
    

[

Add-on modules and services

The price of the EOS Platform depends on the number of active members in your organization, and possibly on the additional features and services you purchase.

](https://help.eos.cz/en/articles/180.md)

## **Basic information**

In this section you set the basic parameters of the specific representative type.

-   **Name** – the name of the representative type (e.g. Parent, Legal guardian).
    
-   **Displayed name** – the text shown to users in the interface.
    
-   **Description** – an internal note for platform administrators.
    
-   **Active** – determines whether the representative type is available for use.
    

## **Configuration**

This section determines which data is mandatory for a representative.

-   **Phone** – choose whether it is **required**, **optional**, or **off**.
    

## **Link to Member types**

-   The use of individual representative types is set for the specific member type in **Management > Settings > Member types > (select type) → Representatives.**
    
-   Each **member type** can have defined which **representative types** belong to it and in what number.
    

[

Member types

A module that allows you to set the parameters tracked for members and to adapt how the membership base works to the needs of the organization. There is also the option to set the sensitivity/visibility of individual member data items.

](https://help.eos.cz/en/articles/184.md)

## **Custom fields**

-   In **Management** \> **Settings >** **Members >** **Representative types** go to the representative type detail by clicking its name (or **right-click > Show**).
    
-   Click the **Custom fields** tab.
    
-   Select the custom field for which you can set, for the given representative type:
    
    -   **Sensitivity** of this **data**
        
    -   Whether it will be **shown directly to the member**
        
    -   Whether it will be shown in **the registration of a new member**
        
    -   Whether it will be shown in **the regular data check**
        

Custom fields are also created and defined in the settings.

[

Custom fields

Create different types of custom fields to record and manage any additional information about members or their representatives. You can add custom fields to both the members/representatives and to the new member registration form.

](https://help.eos.cz/en/articles/82.md)

## **Permissions and access**

-   Managing Representative types requires permission in the **Settings** and **Members** modules.
    
-   Users without access to Settings cannot create new representative types or change their configuration.