You can assign a family role to each member of a customer account.
Choose one of the following:
Go to Front Desk > Population > Customers.
Go to Administration > Population Settings > Customers.
Search for and select the customer that you want to modify.
Click Change Family Details.
Click the Role of the family member that you want to change.
Select the correct Role in Family for the family member.
Click Save.
Adding or modifying a family role
Adding a new family member to a customer account