If a team member is in a user group and needs to be reassigned to a different user group or removed from the user group, follow 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.
4. Search for and click on the user group that the team member is currently assigned to.
5. Click on the Team members tab.
6. Click the Reassign action next to the chosen team member.
7. Now, you can either reassign the team member to a new user group, or remove them from this user group:
- To reassign the team member to a different user group, click on the dropdown menu for New assigned user group and select the new user group that you want the team member to join.
- To remove the user from the user group (i.e., reassign them to no user group), click on the dropdown menu for New assigned user group and select No user group.
Note: If an agent is reassigned to another user group or no user group, any policies sold by that agent will remain within the original user group.