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Check-In System-Wide Setup

Note: New to Check-In Suite? See details below on how and what needs to be reviewed and set up. This includes updating Settings, Events, Rooms, and Groups.

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.
Warning: Do not edit these Security Roles.

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.

Note: With great power comes great responsibility, so make changes carefully!

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

Make sure you configure any events you want to display in Check-In Suite.

Groups

Make sure you configure any groups you want to display in Check-In Suite.

Rooms

Make sure you configure any 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.