Create a household
A household is the vault that holds your people, documents and records. Create one from the People page and you become its Owner.
Overview
Everything in Personal360 belongs to a household. A household holds the people in it, their documents and records, and the list of who is allowed to see them. When you create a household, you automatically become its Owner.
Many people need only one household. You might create more to keep records separate, for example your own family and your parents' home.
Before you start
- You need to be signed in.
- If you expect to join someone else's household instead, you don't need to create one. Ask them to give your email access. See Invite household members.
Steps
Your first household
- Open People in the sidebar.
- You see Create your household to begin.
- Type a Household name, for example "The Mehta household".
- Click Create household.
Another household
- Open People.
- Click New household at the top of the page to expand the form.
- Enter a Household name and click Create household.
- The new household appears as its own section on the People page, with your role next to its name.
Example
Asha Rao creates "the Rao household" for herself, her husband and their children. She also creates "Rao Parents" for her mother and father, whose records she looks after. Each household has its own people and access list.
FAQs
What can I do as Owner?
Everything: add and edit records, reveal masked values, export data, give others access, share people into other households and delete the household. See Roles and permissions.
Can a household have more than one Owner?
Yes. You can give another person the Owner role. A household must always keep at least one Owner.
Can I rename a household?
Yes. On the People page, an Owner clicks Rename next to the household's name, types the new name and clicks Save. The change is recorded in the Activity log, and the sidebar's Household selector shows the new name.
How do I delete a household?
On the People page, an Owner can click Delete household next to that household's name. This permanently deletes the household and everything in it, and cannot be undone. Consider using Export data first. See Delete data.
Troubleshooting
I created a household but don't see it
Check the Household selector in the sidebar. If another household is selected, choose All households or the new one.
The Create household button does nothing
A household name is required. Type a name and try again.