Team setup & invite link
Start by sending your team invite link to members. The invite link creates accounts under your team, using each person’s company email. If someone misplaces the link, generate or copy it again from the same screen and share it securely.
As people accept the invite and verify their email, they’ll appear in your team roster and their progress will begin tracking automatically.
Team members can also be invited through the Admin Dashboard area by entering their email addresses in the "Invite Team Members by Email" section. Email addresses can be done one at a time, or in bulk.
Admin dashboard: team summary
The team summary shows your active headcount, recent activity, and high-level completion. It’s the quickest way to confirm whether members are signing in, watching videos, and acknowledging policies.
Features & training configuration
ReadinessIQ supports feature toggles so you can tailor the experience to your team. Based on the plan selected, you will see in the Configuration section of the Admin Setting page indicating which features are enabled for your team. You can have policy acknowledgments if you need users to review documents, and role-based training or role-based policy acknowledgment when different groups (for example, Technology vs All Team) need different content.
Team activity (last 30 days)
The activity line chart shows daily unique activity for the past 30 days. Spikes typically follow new assignments or reminders; plateaus suggest it’s time to nudge the team. Use it with the progress reports to understand who is active and which items are getting attention.
Reports & exports
The team progress reports reflect up to date video completion and policy acknowledgments for every member. You can sortin the table for quick reviews, then export the same data for audits or sharing. Exports are available as CSV for spreadsheets, XLSX for formatted workbooks, and PDF for a clean, printable summary.
Exports are timestamped with the date generated, so you can track progress over time. This is great for compliance evidence.
Members & roles
Use the members page to activate or deactivate accounts and assign roles. Roles determine which role-specific videos and policies a person will see. If a member changes teams or responsibilities, update their role to keep their assignments accurate. Deactivating a user preserves their historical records but removes their access.
Policies for your team (all-team vs role-specific)
Upload policies your team needs to read and acknowledge. Each policy includes a title and a short description so members know what they’re reviewing. You can assign a policy to everyone or to specific roles. Acknowledgments are recorded with a timestamp and member identity to create audit-ready evidence.
If you update a policy, members can revisit it and acknowledgments will reflect the current version.
Zip download: policy templates & checklists
Use the zip download to pull the latest ReadinessIQ policy templates and checklists in one file. This is useful when you want templates for drafting new policies or need checklists for audit prep.
Video settings (enable/disable, order)
Control which videos are visible to your team by toggling them on or off. Drag and drop to set the order they appear in the Workspace. Ordering affects how members discover content, so place the most important items near the top. If you’re using role-based training, confirm the right roles are attached to each video.
Policy settings (enable/disable, order, edit)
Enable or disable policies to control visibility, then drag and drop to set the reading order on the Policies page. You can edit the title and description to keep wording clear for members. For role-specific policies, verify the assigned roles match your expectations so members only see what applies to them.