Update members on a group policy

To update a member from a group 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: 
   • Update an individual member.
   • Update multiple members in bulk.

Update an individual member

• Search for and click on the member that you want to edit.
• Click on Edit details.

• Here you can update any information except for the type of identification and its details.

Update multiple members in bulk:

6. To update multiple members at once, click on Update member list.. 

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

To update members on a policy, update these members on the CSV file.

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.