Concierge vs. Self-Service

Many of the things in lineup can be managed by yourself, but as we build new features, some things need to be customized by the lineup staff. This article should clarify what you can do, versus what we need to do for you.

Applications

• We have to:
  • Create applications
  • Create application questions
  • Customize the intro and confirmation text
  • Customize the application email invitation
• You can:
  • Mass email application email invitation
  • Post a publicly available link to the application
  • View application results

Evaluations

• We have to:
  • Add/edit evaluation questions
• You can:
  • Send out evaluations (including selecting who is being evaluated and who is doing the evaluating)
  • View results of the evaluations

Team Management

• We have to:
  • Do nothing. You've got all the control here!
• You can:
  • Customize the landing page text of the invitation
  • Customize email invitation text
  • Create teams, including adding/editing positions
  • Reorder positions
  • Pick people for positions on teams
  • Invite people for positions on teams
  • Archive and delete teams

People Management

• We have to:
  • Set up the custom fields that you want to track on people (see below)
• You can:
  • Create/add new people
  • Archive and delete people

Disclaimers

• We have to:
  • Upload any legal disclaimers that you have (both text or PDF)

Custom fields / tracked fields

• We have to:
  • Create and edit any custom fields you're capturing on your teams
• You can:
  • Edit the values of those fields, once we've set them up