Frequently asked questions

How do I reset a password?

The ways to reset a ZiplineOS password, including the SuperAdmin-initiated reset.

How do I search the knowledge base?

How to use the knowledge base search, including the streaming AI answer card.

How is my organisation's data kept separate from everyone else's?

Plain-English explanation of how ZiplineOS keeps each organisation's data isolated (multi-tenancy + row-level security).

How long are database backups kept?

Daily backups are retained for 30 days. Weekly backups roll up to 12 months. Monthly backups are kept for 7 years for compliance.

I can't see a page, portal, or tab — how do I get access?

Why a page/portal/feature might be hidden (space access, feature grants, role) and how to request access.

Quoting Collections — what they are and how to use them

Plain-language FAQ for the Quoting Collections + PolicyData surface in the Logic portal — what a Collection is, what PolicyData is, why Publish can fail, and what to do about it.

Something's broken — how do I report it?

How to report a bug or get support, and what info to include.

What happens when I ask you to delete my data?

A plain-English walkthrough of what happens when you ask us to delete your personal data — how to request it, how we verify it's you, what we delete, what happens to backups and third-party providers, how long it takes, and the confirmation you get.

What is Omnisearch and how do I use it?

The platform-wide search overlay: keyboard shortcut, what it can find, the chips and filter tokens, and what's behind the recent speed improvements.

What is the Input Portal and how do I get started?

A short orientation to the Input Portal with links to the full guides.

What's changed in the Contact 360 view in CRM?

The Rolodex Contact 360 view was redesigned in May 2026 — compact hero, condensed warnings strip, calmer Overview tab, Tasks Kanban, Audit table, and a new (dark-launched) Financial tab.

What's the difference between a form, a workflow, and a deal?

Plain-English distinction between Input Portal forms, workflows, and deals.

Who can publish 'What's New' release notes that everyone sees?

Who can publish platform-wide release-note / announcement posts.

Why do I keep getting logged out or stuck in a login loop?

Plain-language version of common 401 / login-loop causes and what to try.

Why doesn't my new workflow show a board or let me create deals?

A new workflow has no Kanban and can't create deals until it's published once — here's why and how to fix it.

Why don't I see the Financial tab in the CRM Contact 360 view?

The Financial tab is dark-launched behind the Crm.FinancialPosition.View feature grant. It's off by default for every tenant — ask your account manager (or kernel admin) to enable it.