Help and support for upgraded customers

If you have been upgraded onto our new platform, see here for help articles about how to use the new Management Portal and user interface

15 articles in this collection
Written by Katie Hanlon

Upgrade FAQs

Upgrade FAQ's

See a list of FAQ's relating to your Zipline Upgrade on 26 September 2022

Written by Katie Hanlon
Updated over a week ago

Introduction to the upgraded Management Portal

Upgraded Management Portal - An Introduction

A tour around the new Management Portal

Written by Katie Hanlon
Updated over a week ago

How to use the upgraded Management Portal

Management Portal - Locations Tab

What is the locations tab and how can you use it?

Written by Katie Hanlon
Updated over a week ago

Management Portal - Review Queue

What is the Review Queue tab and how can you use it?

Written by Katie Hanlon
Updated over a week ago

Management Portal - People Directory Tab

What is the People Directory tab and how can you use it?

Written by Katie Hanlon
Updated over a week ago

Management Portal - Visits Tab

What is the Visits tab and how can you use it?

Written by Katie Hanlon
Updated over a week ago

Management Portal - Managing User Access

Add, edit or delete user access in the Management Portal

Written by Katie Hanlon
Updated over a week ago

Management Portal - Setting Up Notifications

Log into the Management Portal to set up automatic notifications for when a printer is out of paper

Written by Katie Hanlon
Updated over a week ago

Management Portal - How To Add New Visitor Types

Add new visitor types to your Zipline system, customising entry requirements for each

Written by Katie Hanlon
Updated over a week ago

Data and reporting

How To Access & Use The New Executive Reporting Dashboard

How to access and use the Executive Reporting Dashboard

Written by Katie Hanlon
Updated over a week ago

How To Export Visits Data

All of your data can be exported into a .csv file

Written by Katie Hanlon
Updated over a week ago

Evidence Requirements

How To Set Evidence Requirements

What are evidence requirements and how do you set them for specific visitor types?

Written by Katie Hanlon
Updated over a week ago

How To Capture New Evidence From Visitors

What evidence can be captured and how do you add this into the check-in flow?

Written by Katie Hanlon
Updated over a week ago

How to add in multiple choice questions to a visitor's check-in flow

How do you add in multiple choice questions, directing visitors down different digital pathways based on their answers?

Written by Katie Hanlon
Updated over a week ago

How to check-in using Zipline

Using the Zipline Kiosk on site

An overview of the Zipline user experience on site

Written by Katie Hanlon
Updated over a week ago