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Enable Coordinate volunteers on the event and open Volunteers.

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Build the roster

  1. In Roles, add the jobs you need, such as registration desk or greeting.
  2. Set the required count and shift times for each role.
  3. Enable check-in only for roles that should admit guests.
  4. Add volunteers and assign their roles. Keep assignment status current as people confirm or become unavailable.
  5. Open each volunteer’s scanner-link control. Copy the private link or use Send email too when an email is available.
  6. Review Pre-event readiness and have the door team test their setup.
A scanner link gives event-specific access. It is different from inviting a person as a CRM user under Team & access.

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On the day

Have the door team open their links and follow Check in guests. Keep an organizer available to resolve voided, reissued, or already-used tickets.

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Troubleshooting

If the page says You’re not on door check-in, review the volunteer’s role assignment and its check-in setting. If an email does not arrive, check the address or provide the private link securely. For camera errors, use the browser and permission steps in the check-in guide.