Getting started

Inviting your team

SOC 2 is rarely a one-person job. ReadySOC lets you invite unlimited team members to collaborate in your workspace.

Roles

There are two roles in ReadySOC:

  • Admin — Can do everything: update controls, upload evidence, invite team members, and change settings. Give this role to your CTO, security lead, or compliance manager.
  • Member — Can view and update controls and upload evidence, but cannot invite others or change workspace settings. Good for engineers and other contributors.

How to invite someone

1
Go to Team Click Team in the left sidebar. You must be an Admin to see this page.
2
Enter their email and role Type their work email, select Admin or Member, and click Send invitation.
3
They receive a sign-in link The invitation is sent as a magic link — they click it, enter their name, and are immediately added to your workspace. No password setup required.

Note: Invitation links expire after 7 days. If someone doesn't accept in time, simply send them another invitation.

Managing existing members

On the Team page, you can:

  • Toggle role — Switch any member between Admin and Member at any time.
  • Remove — Remove a member from the workspace. Their contributions (control updates, evidence uploads) remain.

Who should you invite?

A typical SOC 2 team includes:

  • CTO or VP Engineering — overall accountability
  • Security or DevOps lead — implements technical controls
  • Engineering manager — assigns and tracks control owners
  • Legal or compliance — handles policy documents