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Tutorial
Web dashboard

Sign up your organisation

Set up a new organisation after you sign up, choose how to start and which plan to be on, and let the workspace build itself.

Sound is off

Once you have created your account and signed in for the first time, Read + Respond walks you through a short setup wizard: Personal Info, Organization, Plan and Settings. The steps along the top show where you are, and a finished step can be clicked to go back to it. When you finish, your workspace is built for you and you become its administrator.

The wizard remembers where you got to. If you close the tab part-way through, signing in again brings you back to the step you were on.

  1. Step 1

    Tell us about yourself

    Your email comes from the account you signed up with and can't be changed here. Enter your First Name and Last Name if they aren't already filled in; Phone Number is optional. Then pick your Country from the list. If Read + Respond isn't available in your country yet, you'll be offered the waitlist instead of a new organisation.

  2. Step 2

    Create a new organization

    Click Continue, then choose Create a new organization to set up a workspace for your team; you'll be its administrator. Join an existing organization is only available when someone has already invited you, and takes you to your invitations.

  3. Step 3

    Describe your organisation

    Enter the Organization Name, Your Job Title and Industry. Expected Number of Users is optional; if you later skip the trial, it sets your starting seat count. Click Continue.

  4. Step 4

    Choose how to start

    Start with a free trial is selected for you. It includes 10 seats with full Pro access and needs no card; nothing is charged during the trial. If you need more than 10 seats from day one, choose Go straight to a paid plan instead: you pick any seat count and how you'd like to pay (card or bank invoice), and payment is collected at checkout once your workspace has been created.

  5. Step 5

    Pick your plan

    Click Basic or Pro — the plan you expect to stay on. You can change it any time before the trial ends. The Summary shows your plan, seats and billing cycle, what's due today, and when the first payment would fall. Compare plans opens a side-by-side table, and Enterprise lets you register interest for custom pricing. A coupon code can be entered in the summary.

  6. Step 6

    Add billing details

    Billing details are needed for invoices and tax. Your contact name and email are filled in from your account. Start typing your address in Address line 1 to search for it, or enter it by hand; you need at least a street, city or postal code, and a Country.

  7. Step 7

    Agree to the terms

    Tick the box to agree to the Terms of Use and Privacy Policy, then click Continue. If anything is missing, Continue highlights every item that still needs attention.

  8. Step 8

    Workspace settings

    This step is optional. Timezone and currency are filled in from your country; you can also set how often you run payroll, when your last pay period started, the first day of the week, and the timesheet rounding increment. Click Finish Setup to create your workspace.

  9. Step 9

    Your workspace is built

    Read + Respond now sets up your roles, registers, rates, notifications, dashboards, forms and storage, activates your plan and assigns your seat. It usually takes under a minute.

  10. Step 10

    Setup complete

    Click Go to Dashboard to start using your workspace. If you chose a paid plan, you'll be offered Continue to payment to add your card or billing details first.

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Sign up your organisation - Read and Respond