Create a user group

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Note: Only admin users have the permissions to create, manage and remove user groups across their organisation. Group admins only have permission to manage data within their assigned user group. 

To create a user group, follow these steps:

1. Log into your Root dashboard.

2. Click on the Organisation icon in the blue menu bar on the left of your screen.

3. Navigate to the User groups section.

4. Click the blue Create user group button in the top right corner of your screen.

Open user groups - create new.png

5. Fill in the user group details:

  • Name the user group.
  • Assign a Key to the user group – this key is a unique identifier for the user group and can be identical to the user group name. 
  • Add a brief Description for your user group (optional).

6. Once filled in, click the Next button in the bottom right corner.

Create user group modal - details (1).png

7. Select the product module(s) that this user group should have access to, then click Next

Create user group modal - pm access.png

8. Select the domain(s) that you want this user group to be able to access, then click Next

Note: If team members have role permissions that allow them to view your unselected domains, they will still be able to see those domains across the organisation.

Create user group modal - dom access.png

9. Select the team members that you want to add to this user group. You can also skip this step and add team members later.
Note: If a team member is already part of a different user group, their name will be greyed out and you will not be able to add them to this user group.

10. Click the Create user group button.

Create user group modal - add users.png

Once the new user group has been created, it will appear on the user groups page, along with a summary of the user group's details.


Note: To bulk move policies, applications or team members from one user group to another, or into and out of user groups, contact

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