Section
Households
Find or create the family household that holds people, agreements, and billing.
- Create and find a household Create a household and find it in the household directory. The new household opens in its People workspace and remains searchable.
- Add an existing person to a household Attach an existing unassigned person to a household. The selected person appears once in the household with the intended household role.
- Manage household people and safety context Add or update people, relationships, and emergency contacts in a household. People and informational relationships save without implying billing, portal…
- Manage member agreement completion Send a signing request or record a safe paper agreement for a household member. The member agreement status reflects the sent or uploaded document without…
- Change or retire a household Update, transfer, or retire household context with explicit safeguards. The requested change completes without orphaning people or crossing organization…