LineLeader

This article will explain how you can access your saved username and password in your browser.

LineLeader Login Help - How to access saved usernames and passwords

This article describes how to add and manage staff users in LineLeader Enroll.

LineLeader Enroll - Adding Staff

This article will explain what permissions mean and how to manage them in LineLeader Enroll.

LineLeader Enroll - Managing User Permissions

Family Data Import

This article will explain how to utilize the Reminders tab in LineLeader Enroll.

LineLeader Enroll - Reminders & Notifications

We're excited to share an update that makes creating tasks and meetings faster and easier

Simplified Task and Meeting Assignment

This article explains how you can use and manage custom fields within your CRM system.

LineLeader Enroll - Adding & Managing Custom Fields

Learn more about how the Enroll-Manage integration works!

Enroll-Manage Integration: Export additional contacts from Enroll to Manage

Enrollment Paths in Enroll

This article will explain to you the small changes between the CRM/CRM+ platform and LineLeader Enroll

CRM/CRM+ & LineLeader Enroll - What's the  Difference?

Mitchell Loft

Teddy Hook

Imogen Shelton

Logins & Account Management

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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