> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/overview.md).

# Overview

How We Manage Clients in Rubica: Groups & Households

Rubica organises clients using **Groups / Households**, which appear as **ACCOUNT NAMES IN ALL CAPS** — for example: **SAMPLE SAMPLESON GROUP**.

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#### 🔄 Automatic Redirection

If you navigate to an individual **person** or **business/entity** account, Rubica will **automatically redirect you to their Household/Group**. This ensures all key information is viewed and managed in one place.
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![](https://content.gitbook.com/content/qzoPnlIGiL5ejRdJEq5X/blobs/cdnUW4R0B80ix2IwLps9/Screenshot%202025%2011%2017%20at%202.11.10%E2%80%AFam.png)

### 🧩 Structure of a Group / Household

Each Household or Group contains:

* **Group Members** – people/clients
* **Group Entities** – businesses, trusts, companies, SMSFs, or other associated entities

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#### 🚀 Functionality

Most client actions — viewing details, launching processes, workflows, or doing client-related tasks — can be completed directly from the **Household / Group screen**.
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***

## 🏡 Managing the Group / Household

On the Group / Household page, you can update key household details at any time — including renaming the household (e.g. correcting a surname, or marking a test household).

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### Open Management Window

Next to the blue **Add Household Member** button, click the dropdown arrow and select **Manage Group** to open the management window.
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### Update Details

From the management window you can:

* **Update the Group / Household name**
* **Set or change the Primary Contact**
* **Update the assigned Advice Pod / Financial Planning adviser**
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### Save Changes

Once updated, click **Save** and the changes will apply instantly across Rubica. This ensures each household remains accurate, clearly titled, and linked to the correct primary client and adviser.
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<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FPyduhnwI2uK6A0ucgwk0%2FScreenshot%202026-10-09%20at%202.05.55%E2%80%AFpm.png?alt=media&amp;token=90da1962-38b7-4030-b69c-ad75ce788af4" alt=""><figcaption></figcaption></figure>