I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.
The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:
Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
Registration manager - help with accepting and managing registrations, including waitlist, before/during/post event. Has access above, plus edit and cancel registrations, run the waitlist, export their own list, and email their own registrants.
Event lead - complete event management, including tickets, emails and event details, for assigned events. Can duplicate an event they run.
Imptortant note: At every level there is no access to full contact list and details (only registration information), member records, invoices or payments, no refunds, and no sight of any event they haven't been assigned to.
I'd like your reaction to some of that:
Do these three levels match how your events are actually staffed, or is something sitting in the wrong one? Maybe overkill even.
Assignment is per event. If you run 100 or more events a year, does that work? We will copy the assignment with event.
A person gets one level across all their events, you will assign the new role same way as you do now. Does that break anyone who wears two hats — a committee chair at one event, a door volunteer at another?
Any other concerns?
On the admin mobile app, you'll probably notice the quickest benefits. It already performs the essential functions of a check-in assistant — QR and manual check-in, managing registrations, guests, waitlists, and recording payments. Currently, door volunteers can't use it because it needs full event manager access. Once access can be limited, the app will be accessible to those requesting it for their assigned events.
Please let me know your thoughts.
Best,
Katya Tyukina,
Sr. Director of Product, Momentive software.
Hello everyone,
I've been working on this idea for a while, and most of you have described the same trap. You need a volunteer to run one or several events, and the only way to let them is to hand over your whole contact database and your finances. But there are different events and different needs. So I'd like to test the shape with you before we build it.
The idea is to maintain the current role of Event Manager, which currently grants access to all events. However, you can also limit this access and assign the person to specific events by choosing from one of three levels of access:
Check-in assistant - welcome people at the door, handle walk-ins. Sees their assigned events and who's registered. Checks people in, signs up whoever turns up, takes payment at the door. Cannot edit the event or its registrations.
Not sure if I'm wasting my time here, as clearly many things are being asked for and Personify are not delivering any new functionality in recent time, (Years) but here goes..
Please have the ability to assign basic Event check in functionality to a User. We dont need people to have FULL event management access, just the ability to check people into an event. Simple.
We have dozens of people who could use the QR code to check people in but can't allow this if they have FULL Event management access.
This was the biggest complaint we have had from our membership of over 1000+ members. The inability to use credits easily during the checkout phase. People have been commenting on this since 2016, and its now 2023 and still no progress?
Very Very disappointing really.
Brian
Not sure if I'm wasting my time here, as clearly many things are being asked for and Personify are not delivering any new functionality in recent time, (Years) but here goes..
Please have the ability to assign basic Event check in functionality to a User. We dont need people to have FULL event management access, just the ability to check people into an event. Simple.
We have dozens of people who could use the QR code to check people in but can't allow this if they have FULL Event management access.