Adding or modifying a family role

You can create family roles that you assign to different customers in a family account.

 

    1. Go to Administration > Population Settings > Family Roles.

    2. Choose one of the following:

    3. Enter the name of the Family role.

    4. To designate the family role as an immediate family member, select Immediate Family Member.

    5. To retire the family role so that it no longer appears in family role lists, select Prevent further use.

    6. Click Save.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Changing the family role of a customer

Adding a new family member to a customer account

Viewing or modifying a customer's family members

 

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