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Manage Households and Household Members

Create households, assign owners and managers, add members, and keep household structure clean.

Updated Apr 14, 2026 Back to directory

Households are the operational backbone of the system. Create them early, then connect people and permissions so records can be filed in the right place.

Create a household

  1. Open Households.
  2. Select New Household.
  3. Enter the household name and an optional description.
  4. Save the record.

A slug is created automatically from the household name. It stays unique within the tenant.

Add household members

Household members represent the people associated with that household. They can be principals, spouses, children, relatives, or staff.

  • Add first name, last name, relationship, and date of birth when available.
  • Store phone, WhatsApp, and email details if they are useful for operations.
  • Use Preferred name when the display name should differ from the legal name.
  • Link a member to an existing system user only when the member is also a login user.

Owners, managers, and guardians

  • Owners: highest household role. Owners are automatically allowed to manage documents and travel.
  • Managers: operational managers for a household.
  • Guardians: user-level relationships assigned to a specific household member.

Archiving and cleanup

If a household member should no longer appear in active operations, archive the member instead of deleting history. This preserves linked records while removing the person from active selection lists.

When to detach an unassigned member

Use the unassigned members view to catch people who exist in the tenant but are not currently attached to a household. Attach them to the correct household or detach them if the record should remain separate.

Best practice: add household members before creating passports, visas, appointments, or flights. That makes linking records faster and reduces duplicate names.