Edit an existing complainant’s personal details

Complainant information can be updated after it has initially been captured. To update a complainant’s information, follow these steps:

1. Log into your Root dashboard
2. Click on the Complaints icon in the blue menu bar on the left of your screen.

3. Search for and click on the complaint that you want to edit.

You can search for the complaint by:

• The complaint number.
• The complainant's name.
• The policyholder ID number

4. Once opened, click Edit details under the complainant’s information.

5. Here you can update the complainant’s

• first name
• last name
• email address
• mobile number

6. Once you’ve updated the information, click Update complainant.

Notes: 

• The complainant will be sent a notification once their details are added or updated.
• If you’d like to add a note to a complaint, follow this guide.