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Using Volunteers with Event Check-In

During a typical event you might need to utilize a set of volunteers to help you with checking in attendees. This requires the volunteers to have access to BetterUnite so that they can check in guests. It is also possible that you may not want to give all registration volunteers full access to your BetterUnite system.  In this case, you would need to allow them access the system so that they can check in guests, but restrict their account to only functions around checking in guests.  To accomplish this, follow the below steps:

Add each volunteer as a user in the system

  • Click Settings (gear icon in the top right corner of the navigation bar).
  • Go to the Users tab.
  • Click Add New.

Screenshot 2024-07-27 222028

  • Fill out the user information.
  • For role selection, only check the box that reads "Guest Check In Only".
  • Click Add User.

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  • When you add a user, the user will receive an email notification with instructions to log. in
  • For more details on how to add users refer to article Manage Users.

Provide the volunteers the information about your event

  • Users with less access (i.e. non-admin users) can only log in and access specific pages that pertain to their functional areas, so they will need specific instructions to guide them to the event check in page.
  • Simply go to the Manage Event Page and then Check-In Guests. 

Screenshot 2024-07-27 223053

  • Copy the URL and email your volunteers this url.
  • After your volunteer has registered (using their user instructions when you invited them) and is able to login, they can simply go to the URL you've sent them to access the Guests check in page.
 

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.