Create or update a household

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create or update a household.

    Before you begin

    Role required: One of the following roles:
    • sn_crm_consumer_data_manager
    • sn_crm_household_data_manager
    • sn_crm_household_relationship_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice_manager
    • admin

    About this task

    A household is made up of a group of consumers who live at a common address and share products and services. A household can have a designated head of household and multiple current members. The head of household has access to all the cases and information for the other household members.

    A user with the administrator role can create a household. This user can also delete a household. When a household is deleted, the system removes its references and associations—including members, sold products, cases, and work orders—but doesn’t delete the associated entities.

    Procedure

    1. Navigate to All > Customer Service > Customers > Households.
    2. Select New on the Households list.
    3. Fill in the fields on the Household form.
    4. Select Submit.
      The household is added to the Households list.