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Change or retire a household

Update, transfer, or retire household context with explicit safeguards. The requested change completes without orphaning people or crossing organization…

Status
Draft, not yet re-verified
Who can do this
Organization owners, Managers
Required access
members.delete
Where in PositiveForm
/households/:householdId/settings
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Who this is for

This guide is for an organization owner or manager: renaming a family, moving them to another location, or removing a household entirely.

These are the household actions that affect everybody in it at once, which is why they need the members.delete permission rather than ordinary member access.

Before you begin

  • Know that moving a household moves everyone in it. It is not a way to move one person.
  • End, or schedule the end of, any live subscription at the current location before moving. PositiveForm requires it; see Manage member lifecycle and subscriptions.
  • Before deleting, check what is attached. A household with billing history is almost never something you want to remove.

Steps

  1. Click Households in the left navigation, open the household, then click More on the header and choose Settings.

Rename, restate, or annotate

  1. Edit Household name.
  2. Set Status, for example Active.
  3. Use Staff notes for context colleagues need. These are internal.
  4. Click Save changes.

Move the family to another location

  1. Read the note under Home location. It states what moving does: everyone in the household moves, attendance already taken stays where it happened, and member numbers do not change.
  2. Click Move to another location. The Move household dialog repeats that everyone moves with it, and that a live subscription at the current location has to be ended, or set to end, first.
  3. Choose a New home location. Only other locations are offered.
  4. Click Move household.

Delete the household

  1. Scroll to Delete household and click it.
  2. Confirm.

Expected outcome

Saving confirms with Household updated, and the name, status, and notes persist.

Moving confirms with Moved people, naming how many moved, so you can check the number against the family you expected. The household and everyone in it now sit at the new location, and it appears there in the households list. History does not follow: attendance already taken stays attached to the location where it happened, and member numbers are unchanged.

Deleting removes the household. People and history that belong elsewhere are not orphaned by it, and nothing crosses into another organization.

Recovery

If you clear the name and save, PositiveForm refuses with A household name is required.

If saving fails, you get Couldn't update that household. and nothing changes.

If the move fails, you get That household could not be moved. with the reason. The usual reason is a live subscription at the current location: end it or set it to end, then move again. The household stays where it is meanwhile.

If Move household stays disabled, you have not chosen a new location yet.

If the moved count is not the number you expected, you have moved a different family than you meant to. Check the household name before doing anything else; moving it back is possible but the same subscription rule applies in reverse.

If Settings is missing from More, your role does not carry members.delete. Ask an organization owner.