How to Household in Orion

Orion automatically households accounts that have the same social security number associated with them. However, if you want to aggregate additional accounts Orion allows you to do so using their Householding app. 

The workflow for completing this process is as follows:

Householding App > Add Household A into the left column > Add Household B into the right column > Actions in Household B > Move all Registrations

You will see soon thereafter all accounts moved to column A.

The now empty household can be deleted using the purple actions button.

The surviving household will require some tweaks to the name fields to reflect the update. Click on the purple actions button > edit household:

First name: modify to reflect first name 1 and first name 2 together

Last name: add a second last name (if needed)

Full Name: Add 'First and First Last Name' OR 'First Last and First Last' OR 'Last, First and First'