Watch the full video: Inviting Team Members to Readily (42 sec)
Anyone who will upload reports or universes needs their own Readily account. An Org Admin can invite a new team member in under a minute; the invitee finishes account setup from an email.
Open the Org Admin module
Hover over the left-hand navigation to expand it and click Org Admin, near the bottom of the menu. The Organization Admin page lists every team member who currently has access.
Enter the new team member's email address
In the Send Invitation box at the top of the page, type the email address of the person you want to add. Use the work address they will sign in with.
Click Invite
Click the Invite button. The person is added to the member list with an "Invited" tag until they finish signing up, and Readily sends them an email right away.
The invitee accepts from their email
The new team member receives a message from Readily Notifications titled "You've been given access to Readily". They click Sign In to Readily and are walked through creating their account. Once that is done they can see the reports assigned to your organization.
Tips
Invite everyone who might need to upload, not just the primary submitter, so there is coverage during vacations and deadline weeks.
If the email does not arrive, ask the person to check spam or junk, then re-send the invite from Org Admin.
The invite email comes from Readily Notifications; some mail filters hold messages from new senders.