If you have volunteers assisting you with checking in guests at the event, you can add them as a “Volunteer” so they have access to the Check-In Tool.
Add a New Volunteer
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Log in
to your Trellis account. -
From your Dashboard, go to Team Roles > Volunteer List.
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Select the relevant fundraiser in the top-right dropdown.
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Click Create Volunteer.
Enter Volunteer Details
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Add the volunteer’s:
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Full name
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Email
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Phone number
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Selected roles
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Click Save.
The volunteer will receive their access credentials by email. If they don’t see it, ask them to check their spam folder.
Configure Volunteer Permissions
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After saving, click the 3 dots beside the volunteer’s name to edit their permissions.
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Review and assign their Check-In Tool permissions:
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Can add items to cart – add donations, tickets, or items to attendee carts.
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Can charge carts individually – process and complete attendee payments.
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Can charge all attendee carts at once – bulk process all carts.
⚠️ We recommend limiting this to trusted volunteers only.
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- By default, anyone with the Check-In Tool role can check attendees in at the event.
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Click Save when finished.
Important Note
If your volunteers are also attending the event, they can’t use the same email to check in and serve as volunteers.
💡 Use a different email address or a generic organization email instead.
Quick Links
Need Help?
If you have questions or need assistance, reach out to our Product Engagement Team via the blue chat icon in your dashboard or email support@trellis.org.