How to Assign Permissions to a Volunteer to use Check-in

Assigning an Access Permission to a user serves the purpose of controlling who can perform specific actions within a system, ensuring only authorized individuals can perform specific actions within a system, thus maintaining the data security and privacy by limiting access to only those who need it for their volunteer responsibilities. Elvanto makes it easy to make sure your check-in volunteers have the right access they need.

Tip: Adding Check-in access will allow access to Edit People from the Check-in screen for the volunteer.

How to Create an Access Permission for Check-In

First, Add or Edit Access Permissions

  1. Log into Elvanto as a Super Admin.
  2. Select Settings.
  3. Locate and select Access Permissions.
  4. Click Add Access Permission.
  5. Enter a Title for the Access Permissions, such as, 'Check-in Volunteer'.
  6. Click on the Services Menu.
    • Tick the box next to 'Allow access to 'Services'
    • Tick the box next to 'View' This gives users the ability to view existing services.
  7. Click on the Check-In Menu.
    • Tick the box next to 'Allow access to 'Check-in'.
    • Tick the box next to 'Rooms' This gives users the ability to manage check-in rooms.
  8. Click 'Save'.



Once you have added the Access Permission to Settings, you can assign it to your volunteer's profile.

Next, Assign Access Permissions to A User

  1. Log into Elvanto as a Super Admin or Admin with People Permissions.
  2. Select People.
  3. Search for and select the Profile.
  4. Under "Access Permissions', tick the box next to the appropriate access permission, such as, 'Check-in Volunteer'.
  5. Click 'Save'

 Access Permissions allow your volunteers the ability to use Check-In while maintaining privacy.