Creating Family Accounts

Family accounts are used to link two or more accounts together. One account is marked as the primary account that all of the charges will be directed to.

1. Click Admin
2. Click Customers
3. Click Set Family Membership
4. Click New Family Account
5. Highlight the individual responsible for the account. Their account limit equal to at least the sum of the limits of the other family members. 
6. Click Ok
7. Click Add Family Member
8. Highlight the additional family members. Note: You will also want to ensure each member has account privileges on their own profile. 
9. Click Ok
10. Click Ok
11. Click Save