Tag: Admin Roles & Content Permissions

How to provide staff with partial/complete access to the event platform backend?

We recently released the Access Control feature which
prevents staff members (administrator usertype) from accessing the whole
of the event platform backend and allows access to only those s of the backend section which the
staff is assigned to.

So, to let a staff log in and access
the various sections of the platform, you need to log in to the
backend first, create a Role (go to Roles & Access Control), set
permissions for various sections of the platform, and then Save. Now go
to staff’s profile details (in the backend), select the Role you have
just created in Roles & Access Control, and Save.

Your staff can now access all the sections in the Dryfta backend which you have
enabled for that role and just assigned to this staff.

PS. To assign a role to multiple staff, use the Bulk Edit feature. Locate it in the Settings icon on the top right in Contacts section.

PS 1.1. Please make sure you have selected the correct usertype. You can
assign administrator roles to administrator usertype only. Same for
contact usertype. You can assign contact related roles to contact
usertype. One cannot assign administrator roles to contact usertype or
vice-versa.

How to use Event check-in tools to check-in attendees to event?

There’re three ways admins can check-in attendees to event.

#1 Guest Check-in tool

To Check-In an individual attendee at your event, go to Contacts and click on Guest Check-in. (Search for the name of the attendee if you do not see it in your currently open list.) Click on Check-In switch below the attendee’s name to check-in attendee to event. See screenshot below.

If you want certain volunteers to be able to access the Guest Check-in tool only, go to Roles & Access Control (only super user has access to this tool), create a custom role “Check-in Staff” and set access control for this role to Guest Check-in tool only. 

 

Once roles are created and access controls are set, you just need to create admin accounts for your volunteer (if not created already), assign this newly created role and send them a welcome email to set their password and be able to log in to their dashboard.

#2 Event check-in using QR code

Additionally, a volunteer can check-in attendee using the built-in Event Check-in scanner in the Dryfta event app. The scanner would scan the QR code in the attendee’s badge and then checks the attendee into the event.

For volunteers to be able to view the Event Check-in scanner, they need to have an Admin account. Using the admin login credentials, volunteer can log in to the app and view the Event Check-in Scanner under the App Navigation. 

#3 Check-in an individual attendee to the event

To Check-In an individual attendee at your event, go to Contacts. (Search for the name of the attendee if you do not see it in your currently open list.) Click on Check-In button in the left and attendee shall be checked in. See screenshot below.

The concerned attendee also receives an automated email that he/she has been checked in to.

How to provide access to premium content to members?

 

Go to Roles & Access Control. Create a new role for contact usertype. Select content which would be accessible to
members only, and Save.

Go to Basics > Tickets and click on Settings icon of the membership ticket for which you’re setting up the content access. From the Role dropdown, select the Role which you just created, and Save.