Add a team member to a user group

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If a team member wasn't added to a user group when they joined your organisation or when you initially created a user group, you can add them later by following these steps:

1. Log into your Root dashboard.

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

3. Navigate to the User groups section.

Open user groups.png

4. Search for and click on the user group that you want to add team members to.

5. Click on the "Team members" tab in the user group view.

6. Click the blue Add team members button.

Reassign team member (2).png

7. Select the team member(s) you want to add to the user group.

8. Click Add.

Add team members to UG modal.png

Once added, the new team members will appear at the top of the list under the team members tab.



  • If a team member is already part of a different user group, their name will be greyed out and you will be unable to add them to your user group.
  • To reassign a user from one group to another, follow this guide

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