Create and manage a household

This guide shows you how to link member records together in a household so you can manage family memberships, shared billing, and household-wide communications in one place.

Who can do this: Admins with the household-edit permission. The Create household button is absent if your role doesn’t include this permission.

Before you start

Start from the record of a member who will be in the household. See Create a member record manually if you need to add someone first.
The member needs a relationship type (Parent, Child, Adult, or Spouse). You can’t save until one is selected.

Steps

Create a household

Open one of the member’s detail pages. See View a member record in detail.
Select the Household tab.
Select Create household.
Enter a Household name (for example, “The Rivera Family”).
Choose this member’s relationship type from the Relationship type for [member name] dropdown: Parent, Child, Adult, or Spouse. It’s required.
Select Create household. The household starts with this one member, and the Household tab then links to it.

Add a member to an existing household

Adding members to a household isn’t available yet. The household detail page shows an Add member button, but it’s turned off.

Change a member’s relationship type

Changing a household member’s relationship type isn’t available yet: the household detail page has no control for it.

Change the billing member

Changing a household’s billing member isn’t available yet: the household detail page has no control for it.

Remove a member from the household

Removing a member from a household isn’t available to admins in this version. Admins who can edit memberships see ⋯ → Remove from household on each row, and the dialog (“This member will be removed from the household.”) offers Remove, but selecting Remove is always refused and the member stays in the household.

When it is refused, the dialog says “Reassign billing to another member before removing them from the household.” That message does not name the real cause: removing a household member needs a permission that only the household’s own primary member holds, so no admin role can do it. Reassigning billing would not help (and changing the billing member isn’t available either).

Verify

You’ll know the household was created when the member’s Household tab shows the household instead of “This member is not in a household.”

If something goes wrong

“Select a relationship type” — you didn’t choose this member’s relationship type. Choose one from the dropdown before saving.
“Household creation isn’t available yet” — household creation may not be available in your org’s setup yet. Check with your org owner.
“All members of this household are archived” — restore at least one member to an active status before making changes.