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Add or Remove Household members

How to add or remove Supporters associated with a Household

Tony Sasso avatar
Written by Tony Sasso
Updated over 3 years ago

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A Supporter can only be associated with one Household at a time. You can add or remove a Household member from the Household profile.

Add Household members

  1. Navigate to Supporters > Households, from the side menu

  2. Find the desired Household, click the actions menu (3 dots), and select Edit Household

  3. Find the Household Members table and click Add Member

  4. Search and select (or create) the new member

Remove Household members

  1. Navigate to Supporters > Households, from the side menu

  2. Find the desired Household, click the actions menu (3 dots), and select Edit Household

  3. Find the Household Members table and click the Delete icon (trash can)

  4. Select to keep or remove any of this members attributed Transactions

  5. Click Remove Member

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