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How to Assign Volunteers to Check-In your Attendees

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

  • Log into your Trellis account.

  • From your Dashboard, go to Team Roles > Volunteer List.

  • Select the relevant fundraiser in the top-right dropdown.

  • Click Create Volunteer.

Enter Volunteer Details

  • Add the volunteer’s and click Save.

    • Full name

    • Email

    • Phone number

    • Selected roles

Volunteers receive a one-time login link by email when they’re added, rather than creating a password. This link can only be used once and expires after 6 hours for security purposes. If it expires, they can click the expired link to generate a new one.

Configure Volunteer Permissions

  • After saving, click the 3 dots beside the volunteer’s name to edit their permissions.

  • Review and assign their Check-In Tool permissions:

    • Can add items to cart – add donations, tickets, or items to attendee carts.

    • Can charge carts individually – process and complete attendee payments.

    • Can charge all attendee carts at once – bulk process all carts.
      ⚠️ We recommend limiting this to trusted volunteers only.

  • By default, anyone with the Check-In Tool role can check attendees in at the event. 

  • 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.

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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.