Holly
- Total activity 15
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 1
- Subscriptions 1
Articles
Recent activity by Holly-
Can I change the color of my tags?
Yes! Previously, tags were set colors: ad hoc tags were grey and tags from custom fields appeared as a teal color by default. Now, you can customize the colors of each type of tag. Ad hoc tags (whi...
-
Profile Pages
The Profile Page is the first thing you see when you open a full profile. Profile Pages allow an admin to customize what data panels appear on the full page profile. It is a layout configuration to...
-
Supported Selectable Merge Tags
Merge tags are shortcuts you can drop into emails, templates, and reports to automatically fill in real data - like a person's name or their team's start date. All Supported Merge Tag work as befor...
-
What is Lineup's Service Level Agreement (SLA) regarding helpdesk tickets?
We utilize Zendesk for our ticketing system. If you need assistance, have a question, or would like to make a recommendation, please submit a Zendesk ticket. This allows us to easily keep track of ...
-
Intro to Lineup
Lineup is an administrative tool to help you manage your people. Whether they are volunteers, subject matter experts or staff, Lineup can help you create the best teams for your situation. This use...
-
Import People Tool
Use our Import People tool when you want to add or update a lot of people at once. This article will cover: How to prepare your data How to upload people How to prepare your data Your data must...
-
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...
-
Basics first: account details
The very first thing you'll want to do is set up your basic account settings. This includes things like your organization's name, logo, and primary contact for your account. Access the Account Sett...
-
Invite other admins
Lineup is all about the power of teamwork. It's hard to do it all alone. Need backup? Then go ahead and invite other admins to help. To invite new admins: Go to Admin > System Users Click the "Inv...
-
Set up custom fields
Now the real heart of making your Lineup instance your own. Every organization is different, just as every SME or volunteer is different. You'll want to make sure that you're capturing the right da...