* Note: some menus in the video have been moved under 'Organizers' section.
First, make sure you're logged in to your EventYab account. navigate to the top menu on the EventYab homepage and click on 'Organizers'. From the drop-down menu, select 'Define Your Roles'. Then, you'll be navigated to the Role Management page. To define a new role, click on the 'Create New Role' button.
- Enter a name for the role that accurately represents the responsibilities and access rights for ticket checkers. For example, you can name it 'Ticket Checker' or 'Check-in Personnel.'
- Select the appropriate permissions for the ticket checker role, such as 'Check-in'. If necessary, you can also grant additional permissions, such as 'Guest List', to provide access to attendee information.
- Once you've set the desired permissions, click on 'Save' to create the ticket checker role.
Now that you've defined the role, let's assign it to individuals who will be performing the ticket checking tasks.
- Go back to the 'Events' page and select the event you want to manage. On the event's 'view event page,' click on 'Controls' and choose 'Assign Roles' from the drop-down menu.
- You'll be directed to the Assign Roles page. To assign the ticket checker role, click on 'Assign New Role.' Enter the email address of the person you want to assign as a ticket checker. Make sure the email is associated with an existing EventYab account.
- Select the ticket checker role from the drop-down menu. This will be the role you defined specifically for ticket checkers in the previous steps.
- Once you've entered the email and selected the role, click on 'Save' to assign the ticket checker role to the individual.
Now, the assigned ticket checker will have the necessary access and permissions to perform check-in functions for the event.