Once everyone in the household has a Constituent account, we'll create household relationships between the accounts. In this example, we will have two parents in the household, John and Jane, and two children, Sally and Suzy, each of whom have their own Constituent account. We'll make Jane the Head of Household (aka Primary) account for this family.
- Click Accounts
- Click Find an Account
- Search for and click on Jane's account
- Click Relationships
- Click New Relationship
- Select the appropriate Relationship Type from the drop down menu
- Below the Choose Accounts heading, select Jane's role in the relationship from the drop down menu next to her name
- Click Select Related Account
- Search for and click on John's account
- Below the Household Relationship heading, select Primary next to Jane's name (this will automatically mark John's account as the Member)
- Click Save and Go to Relationships
- Repeat steps 5-11 to add household relationships for Sally and Suzy