Add members to a group policy

To add new members to an existing group scheme policy, follow these steps:

1. Log into your Root dashboard
2. Click on the Policies icon in the blue navigation bar on the left side of your screen.

3. Search for and click on the policy that you want to add members to.
4. Click on Members on the grey policy menu on the left of your screen.

5. Under Members, you have two options. You can either: 
   • Add an individual member.
   • Add multiple members in bulk.

Add an individual member:

6. To add an individual member, click on Add member (highlighted in red). 

7. Manually fill in the member’s details. When adding a member to a group policy, the following fields are required:

• The group’s external ID
• The group’s start date
• The member’s personal details, including an email address or phone number
• The member’s ID/passport number
• The member’s country of origin
• The member’s date of birth
• The member’s gender

Once added, the new member will appear at the top of the members list. 

 Add multiple members in bulk:

8. To update multiple members, click on Update member list. 

This action allows you to add new members, update existing members and remove members from the list. 

Upload a CSV file with your updated member list by either dragging and dropping the file or clicking Browse to upload it. To see the required format of the CSV file, click Download example to download a sample CSV file that you can edit and re-upload.

After uploading, you'll see a preview of the updated member list, showing changes like added members. Once satisfied, click Upload to finalise.

Note: Updating the members list will:

• Update the data of existing members with the data included in the CSV file.
• Add new members to the policy based on the member data in the CSV file.
• Remove existing members from the policy that are not included in the CSV file.