Change Head of Household in Directory

This article provides steps to change the head of household in Directory.

If you need, you can change the head of household after the Family has been Added in Directory.

 

Complete the following steps to change the head of household:

1. In Directory, search for and select the desired family to view the family detail page. 

 


2. On the Family Detail card, click the ellipsis to view the drop-down menu.

3. In the drop-down menu, select Change Head of Household from the menu.

  


4. Choose the New Head of Household in the drop-down list.    

 


5. If the Member Type should be changed, select New Type for Current Head of Household

 


6. Click the Update button.  

 

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