Holly
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Articles
Recent activity by Holly-
Supporting Secondary Emails
Emails have always been important to Lineup; they ensure your people are who they say they are. Historically, Lineup handled folks with different or new email addresses by creating a secondary prof...
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Edit Mode
Edit-mode allows you to add, remove, or edit values for system and custom fields similar to an excel spreadsheet directly in the platform. Edit-mode currently appears in three places: the people pa...
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How do I access the Lineup Community?
Our Lineup Community is hosted on Zendesk, which is the same company we use for our ticketing and helpdesk. Zendesk, and the Lineup Client Community, requires users to create a log-in through Zende...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...