---
title: Household Dashboard (CRM)
slug: household-dashboard-crm
docTags: 
createdAt: 2024-05-20T14:49:11.175Z
---

Households are a way to view a household's spending habits. For instance, a married couple might have separate patron profiles but be viewed as a household for spending statistics.

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The Household Dashboard is only visible to users who have **Full Admin **permissions.
:::

You can create and edit households in one of two ways.

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:::WorkflowBlockItem
Using the Household dashboard
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By creating the Household directly on the Patron record. 

*Suggested Article:* [Create a Household](https://support.ludus.com/create-a-household)
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### The Household Dashboard

The Household dashboard is used to create, view, and edit household accounts for your group.

Here you have the option to:

- Create a new household
- View the existing households and their members.
- Assign accounts to a household
- Edit the household.
- Delete A household record

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/C1F-emHN1wgSsFXL2BlM3_ludus-demo-admin-23.png)

### Create a new Household

::::WorkflowBlock
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Navigate to **Patrons** and select **Households**.
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Click on **New Household**.
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Enter a household name; this will also populate the Unique Household ID field. Which you can change if desired.



::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/hCk1nVZcqEX2cO-Oy_IR-_ludus-manual-admin-2024-05-20t101458844.png" size="50" width="412" height="479" position="center" darkWidth="412" darkHeight="479" showCaption="false"}
:::

:::WorkflowBlockItem
Locate the new household you just created and click **Assign to Patrons**.

::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/pO3oahUNk3HtFAhx9RHe3_ludus-demo-admin-24.png" size="70" width="1005" height="424" position="center" darkWidth="1005" darkHeight="424" showCaption="false"}
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:::WorkflowBlockItem
Select the patron records to add to the household by checking the boxes next to the name. You can use the search bar to locate the records, then click **Save **when done.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/mhD2eaD5lg9bl1DApl2mo_ludus-manual-admin-2024-05-20t104821054.png)
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:::WorkflowBlockItem
Click **Create**.  This will create the household and bring you back to the Household Management screen. 


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### Household Breakdown

Once a Household is created, you can access specific information (including spending stats).

To access this information:  From here, you can select

1. Go to **Patrons** (at the top of your account) -> **Households**.
2. Once there, select the Household you wish to look at.

When you open each household, you will see:

**Spending Stats**

This will show how much has been spent on:

- Tickets
- Donations
- Passes
- Collections
- Add-Ons

### View members of an existing Household

To view members of a Household. Click on the down arrow located in the center of the screen, next to the number of members. This will expand the household to show each member.

::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/mhf4KpvNSMtZEw43DCjGb_ludus-demo-admin-25.png" size="70" width="1031" height="690" position="center" darkWidth="1031" darkHeight="690" showCaption="false"}

### Remove/Edit Members of a Household

To remove an existing household member, expand the household on the dashboard by clicking the arrow, then click the remove button next to any records to remove.

::Image[]{src="https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/06i38GqzQPYbU_fbNYfLB_ludus-demo-admin-26.png" size="60" width="1031" height="690" position="center" darkWidth="1031" darkHeight="690" showCaption="false"}

### Delete a Household Record

To delete a household record completely, click the Delete Icon on the far right of the household on the dashboard.

### Edit a Household Name

To edit the name of an already established Household, click on the edit icon on the right of the dashboard.  This will open up the name and allow you to change and save it.

![](https://api.archbee.com/api/optimize/hZcZIA5As4EsukOh0OMVE/nBt5TgrkvEVSwOMo5zRip_ludus-demo-admin-27.png)