Getting Started

When you first log into your Lineup instance, chances are you have a completely blank slate. That can be daunting. Let's un-daunt it. This guide will cover the following steps, but please feel free to jump around in a way that's more suited to you.

1. Set up your account details

Just the basics here: set up your org name, logo, and primary contact information.

2. Invite other admins

If you're on Standard, Pro, or Enterprise, you can invite other admins to help manage your Lineup platform.

3. Set up custom fields

Every organization needs to understand different facets about the individuals that they are managing. You'll want to get started setting those fields up before bringing the data in.

4. Add some people

Now that you've set up your instance and all the fields that you'd like to capture, you'll need to bring in all that rich data. You can do this in one of two ways: import these people and all of their data yourself, or set up a Lineup Form and send it to your base.

5. Create a team

Now that you've established your talent pool, you can start creating teams, or groups of these people.