Set up on Root

The first step in Getting Started with Root


Root access required

From this step forward, you need access to Root. Get in touch with us if you're interested in playing around or building a new insurance product. If you're already started but stuck, reach out to our team at [email protected].

To complete this tutorial, a Root team member needs to set you up on Root by creating a Root account and giving you access to the Root management dashboard. Ensure you have access before continuing. You can log in to the dashboard at:

Step 1: Create an organisation and add a product module

Once you have access, you can create a playground organisation by clicking on the "Create an organisation" button. You can call this organisation Playground - [your name].

On the "Add product module" screen, select the "Dinosure" product module and add the following:

  • Name: Dinosure [Your Name]
  • Key: dinosure_[your_name]

Note: Each product module key must be unique. If a product module key with your name already exists, you can add numbers or characters to make it unique.

Your new organisation should now be open on the Root management dashboard. Keep this window open, as we will create an API key from here in Step 2.

Step 2: Create an API key

Let's generate an API key to use in the Workbench CLI tool. Your playground organisation should be open on the Root management dashboard after you created it in Step 1. Otherwise you can open the dashboard again and then click on your organisation.

First, make sure you are in sandbox mode. If you are in sandbox mode, you will see a thin yellow banner across the top of the window. If you are not in sandbox mode, go to " Data management > Environment > Switch to sandbox mode".

To create your API key, navigate to " Workbench > API Keys".

  1. Click "Create API Key".
  2. Give it a description like <your name> Workbench CLI tool, e.g. Sarah Workbench CLI tool.
  3. Click "Select all". Scroll down to Workbench and ensure read and write are selected.
  4. Click "Create API key", and copy the API key to your clipboard.

Note: You can only see the API key once, so if you've accidentally closed the window before copying the API key, delete the key and create a new one.

What’s Next

Now that you're set up on Root, you can start setting up the Workbench CLI tool. For this, you have 2 options: