Household Memberships: How They Work (Admin + Supporter Portal)

A household can be managed in two places:

• Admin side (Membership Center): full control over setup and member assignment.
• Supporter Portal: limited self-service, based on org settings and who is logged in.

Key Rules

1. A plan must allow household members for household functionality to appear.
2. Household members have a role: Adult or Child.
3. Household entries can be added/removed and are tied to a specific subscription.
4. Some notifications can include household adults, based on org settings.

Admin Setup and Management

1) Enable household support on a plan

In Membership Center plan settings:

• Turn on Allow household members
• Optionally set Max additional members

If this is off, household management UI will not appear for subscriptions on that plan.

2) Manage household members on a subscription

On a subscription that allows households, admins can:

• View the household member list
• Add an existing contact to the household (with role Adult or Child)
• Remove household members

Admin household rows show name, role, and added date.

3) Configure renewal notification behavior

In Membership settings, admins can enable Also notify household adults on renewal reminders. When enabled, adult household members receive upcoming renewal reminders in addition to the primary reminder.

Supporter Portal Experience

A Household Members card appears in the portal when the supporter has an active subscription whose plan allows households.

What a supporter can do

Primary subscription owner (org allows member household management)

• See all household members
• Add members (first name, last name, optional email, role)
• Remove members

Household member / non-primary viewer

• See household members
• Cannot add or remove members

If org disables member household management

• Even the primary owner cannot self-manage household members in the portal.

What Shows Up for Whom

• Admins: always manage from Membership Center (add, remove, list).
• Primary portal member: can manage if org setting allows.
• Non-primary household member: read-only list.
• Role display: each member is labeled Adult or Child.

Notifications and System Emails

When a household member is added The added person receives a system email confirming they were added to a household membership.

When a household member is removed The removed person receives a system email confirming they were removed and that inherited benefits have ended.

Upcoming renewal reminders to household adults If the org setting is enabled, active household members with role Adult receive upcoming renewal reminders.