Check-In System-Wide Setup
Security Roles
To log in to Check-In Suite, your User account in the Platform needs one of the following Security Roles:
- Check In Configurator
- Allows full access to all areas of the Check-In Suite application.
- Check In Administrator
- Allows access to Check-In Kiosk, Classroom Manager, and limited areas of the Admin Console, including Group/Room Overview, Station/Device Overview, and Printer Mappings. Does not include access to Themes or Label Sets.
- Check In Classrooms
- Allows limited access to only the Classroom Manager area of the Check-In Suite application.
- Check In Attended
- Allows limited attended access only to the Check-In Kiosk area of the Check-In Suite application.
- Check In Unattended
- Allows limited unattended access only to the Check-In Kiosk area of the Check-In Suite application.
Once you add or update security roles, the user must log out and log back in to Check-In Suite for the changes to apply.
Configuration Settings
You can customize and control many features of Check-In Suite using Configuration Settings. Review this list of Check-In Configuration Settings and make changes as needed.
Station Setup
If you plan to use any of the Check-In Kiosk features at a manned or unmanned station, you need to set up the station and, if applicable, printers and Auto URLs.
Printer Mapping
If you plan to print remotely (not directly from the Check-In Kiosk station), you need to configure the printers.
Themes
Make sure you configured any themes you want. You can select a theme for each Check-In Kiosk. A theme consists of a customized background image, colors, logo, and more to "brand" the kiosk for users.
Name Tag Templates
Make sure you configured any name tag templates you want. A name tag template consists of a customized logo, merge fields, and tag set (for security, personal items, pick up tags, and so on) to "brand" name tags for participants.
Events, Groups, & Rooms
You'll want to configure any events, groups, and rooms you want to display in Check-In Suite.
Data Integrity
Keeping your data clean goes a long way to make the Check-In Suite more user-friendly for your congregation and event participants. Make sure to stay on top of things like:
- Combining individuals in different families into a single household.
- Combining duplicate records for the same individual.
- Managing group participation including promotion.