Change Head of Household

This article covers steps to change the Head of Household after having Searched for a Family

  1. Begin in the Directory on the Family Members page for the family that has been selected.
  2. Open the drop down menu from the ellipses (kebob) at the top right side of the Family Details card.
  3. Select Change Head of Household.
  4. Select the New Head of Household name from the drop down on the side sheet that appears on the right side of your screen.
  5. Select New Type for Current Head of Household if the Member Type  should be changed.
  6. Click on Update.
  7. View the Family Members page to ensure your changes have been applied and are correct.

Note*Visual steps are best viewed at full screen.


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