How to Assign Volunteers to Check-In your Attendees

How to Assign Volunteers to Check In Your Attendees

Add a New Volunteer

Log in to your Trellis account.
From your Dashboard, navigate to Team Roles > Volunteer List.
Select the relevant fundraiser from the top-right dropdown.
Click Create Volunteer.

Enter Volunteer Details

Fill in the volunteer's Full Name, Email, Phone Number, and Selected Roles, then click Save.

Please Note:
Volunteers receive a one-time login link by email when added. This link can only be used once and expires after 6 hours. If it expires, the volunteer can click the expired link to generate a new one.

Configure Volunteer Permissions

After saving, click the three-dot menu beside the volunteer's name and select Edit 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 individual attendee payments
- Can charge all attendee carts at once — bulk process all carts
Click Save.

Heads Up!
The "Can charge all attendee carts at once" permission bulk processes all carts simultaneously. We recommend limiting this to trusted volunteers only.

Please Note:
By default, any volunteer with the Check-In Tool role can check attendees in at the event. If a volunteer is also attending, they cannot use the same email address for both. Use a different email address or a generic organization email instead.

Frequently Asked Questions

Can a volunteer use the same email to attend and work the event?

No. If a volunteer is also an attendee, they must use a separate email address for their volunteer account. Consider using a generic organization email for their volunteer login.

What happens if a volunteer's login link expires?

If the one-time login link expires after 6 hours, the volunteer can click the expired link again to automatically generate a new one.

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.

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.