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Reddy uses role-based access control with three roles: Admin, Manager, and Agent. This guide covers initial setup and ongoing management.
User management requires regular maintenance for role changes, product assignments, manager reassignments, and user deactivations.

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User Roles

Reddy provides three custom roles with specific permissions. Agent is the default role for new employees.
Full Access: Add/edit users, configure products/QA, view all organizational dataBest Use: IT staff, senior management requiring unrestricted access
Secure Access: View only assigned product and agent dataBest Use: Team leads, department managers overseeing specific teams
Managers see only data for agents and products assigned to them.
Limited Access: Access assigned products, complete trainingBest Use: Frontline agents handling customer interactions

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Initial Setup

User setup involves three key activities handled in the Employees tab:
  1. Add employees via Excel upload
  2. Assign products, courses, and managers as separate steps: products for line-of-business access, courses for training paths, managers for reporting
  3. Update roles from default Agent to Manager or Admin as needed
All users are created as Agents by default. Managers must be assigned to products and have direct reports to view team data.
Complete setup guide →

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Frequently Asked Questions

Login is handled by your SSO provider, so this is usually an IT fix. Confirm the user’s email in the Employees tab matches their SSO email exactly, then have IT follow SSO troubleshooting.
Incorrect reporting structure or product assignments.
  • Verify agent reports to manager
  • Confirm manager is assigned to agent’s products
After updating a profile, refresh your browser to see the changes.
Products not assigned to the agent.
  • Check product assignments in Employees tab
Courses not assigned to the agent.
  • Check course assignments in Employees tab
  • Verify courses are live (not draft mode)
  • For product-specific courses, assign the product first so the course appears as an option, then assign the course itself. Product access alone does not enroll agents in training.
Only Admins can modify QA items and products. Managers have view-only access by design.Request an Admin to make the changes.

Adding New Employees

Add employees individually or in bulk

Updating Existing Users

Change roles, products, courses, and managers

Archive Users

Remove user access when employees leave