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Add new employees to Reddy by uploading an XLSX file with their information, then configure their initial products, courses, and managers.
Only admins can add new employees.
Looking to update existing employees? See Updating User Assignments.

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Add Employees

1

Navigate to Employees tab

Click Employees in the left navigation panel.
2

Prepare XLSX file

Create a .xlsx file with 3 columns: first, last, email.
firstlastemail
JohnDoe[email protected]
Download XLSX template
3

Upload file

Drag and drop your XLSX file into the ”+ Add employees” box.
Upload interface showing drag and drop area for employee XLSX file
4

Select employees

Choose which employees to add by checking individual rows or selecting all.
5

Assign products & courses

Select which products and training courses employees can access.
Company courses appear by default. Product-specific courses populate after selecting products.
6

Assign managers

Select managers from the available checkboxes.
Managers can only view data for agents assigned to them. Admins automatically have access to all agent data.
7

Complete upload

Click “Add Selected Employee(s)”.
Search the employees table for a newly added user to verify successful upload. Confirm products, courses, and managers are assigned correctly.
New employees are assigned the Agent role by default. To change a user’s role to Manager or Admin, update it in the employees table after upload.