Automatically or Manually Assign a Primary Resident to Each Household

A Household’s Primary Resident is the member whose name appears on invoices generated from Household dues items. Once a Primary Resident is assigned, their name appears on all Household dues invoices going forward — as long as the Show Primary Resident Name on Invoice toggle switch on the Account Settings page is turned on.

Automatically Assign Primary Residents (All Addresses)

Use this option to have the system pick a Primary Resident for every Address at once, rather than assigning them one by one.

1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Addresses tab.
3. Click the Addresses Actions button in the top right corner.
4. Choose Auto Assign Primary Resident.
5. Click Confirm to apply the automatic assignment, or Cancel to exit without making changes.

Manually Assign a Primary Resident (One Address)

Use this option when you want to choose the Primary Resident for a specific Address yourself.

1. Click on the Households tab on the vertical Dashboard menu, then click the Addresses tab.
2. Scroll through the Address list until you find the row you want. If your list covers more than one page, use the arrow icons to move between pages, or click a page number to jump directly to it.
3. Click the three-dot menu in the ACTIONS column for that row.
4. Select Edit Address.
5. Open the Select Primary Residents dropdown.
6. Check the box next to the household member you want to designate — only one member per Address can be checked.
7. Click Save Address to confirm.

To exit without saving, click Cancel, press Esc, or click the X in the top right corner of the window.