Holly
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Recent activity by Holly-
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...
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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...
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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...
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Create your first team
Now that you have most of the data that you were tracking through spreadsheets in Lineup, it's time to do something with all of that data. Let's create a team! 1. Add team Navigate to the Teams ...
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Glossary of Terms
A Active (Person Status) - Active people can be added to teams and will appear when searching for Active People. Most people are going to be active. Archived (Person Status) - Archive someone when...