System Users

System users are the people who will actually be using Lineup—not to be confused with end-users, or the volunteers, subject matter experts, and other talent that you will be managing and organizing within Lineup.

Manage your system users at: Admin > System Users

This article will cover:

• Permission Level explanation
• Inviting new system users
• Managing current system users

Permission Level explanation

There are three permission levels:

Owner

Owners have full access to Lineup, including the ability to delete. Owners can invite new users, including other owners!

Admin

Admins have full access to lineup, except that they cannot delete things. Admins can invite new users, including other admins, but cannot invite owners (nor can they make themselves owners... sneaky admins).

Manager

Managers can make edits to people and do all the team management tasks (creating teams, populating them, inviting people, etc.) While they can send out forms and communicate through Lineup with talent users, they CANNOT access the admin page, and thus cannot set up new custom fields, manage forms, surveys, evaluation templates, etc.

Editors

Can makes edits to people's profiles, but cannot send anything out externally. Editors also cannot do anything with teams other than Pick and Unpick people.

View-only

View-only users can view teams and talent within Lineup (obviously), but cannot make any changes or edits. view-only users do not have access to any Admin tools.

Inviting a new system user

• Go to Admin > System Users
• Click the "Invite New System User" button (it's purple and in the top-right of the screen)
• Enter the person's first name, last name, and email address
• Select a permission level
• Click "Send Invite"

Here's what the email will look like (minus all the placeholder text):

Managing current system users

If you want to change someone's permission level (or simply remove their access), just click on the system admin that you would like to manage.

To change the permission level, click the corresponding radio button, and then click Save in the top-right.

To revoke access, click the ominous red button at the bottom of the page and follow the even more ominous instructions.

(Ominous warning: this action cannot be undone, so make sure you mean it!)

(Less ominous note: you can always reinvite the system user if you revoked their access by mistake.)