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.

By default, any organization users have full access to all functionality in the Check-In Tool!

1. As an admin, login to your Trellis account.

2. From the Dashboard, go Team Roles then select Volunteer List. Select the fundraiser page you want to add a volunteer(top right dropdown) and click Create Vounteer.

2. Add the volunteer’s full name, email, phone number, and which roles you would like to give them and hit Save.


3. Your volunteer will receive their access credentials to the check-in tool through their email. Make sure you ask them to check their spam folder if they can't find it.

4. Once you create the volunteer, click the Pen icon to configure their role

5. Click Save, and your volunteer is all set!

1. 1. By default, anyone with the Check-In Tool role can check attendees in at the event. 
   2. “Can add items to cart”: this volunteer can also add items to an attendee’s cart, such as donations, tickets, or items
   3. “Can charge carts individually”: this volunteer can process an attendee’s cart, thus completing their purchase
   4. “Can charge all attendee carts at once”: this volunteer can see and click a button that checks out all attendee carts. We recommend disabling this for most volunteers, and only enabling it for trusted volunteers.
      
      

Quick Links to Related Articles:
Getting Started with Check-In Tool
How to Check-in and Manage Attendees Using the Check-In Tool