How to manage check-in lists with restricted visibility

How to manage check-in lists with restricted visibility

How to manage check-in lists with restricted visibility

Check-in lists in Cadence help you organize attendees into specific groups with controlled visibility, allowing you to limit who can see and manage each list. From the Event Check-In menu, you can create dedicated lists with restricted access for different registration stations, teams, or locations, ensuring staff members only see the attendees they need to check in.

When to use

  • When managing multiple check-in stations with different staff teams
  • When handling VIP attendees who require discrete check-in processes
  • When organizing check-ins across different physical locations
  • When delegating check-in responsibilities to specific team members

Before you start

You must have Admin, Event Manager, or Event Scheduler permissions to create and manage check-in lists with restricted visibility. The Check-In Lists feature must be enabled in your event settings.

How to do it

    Log in to your Cadence account.
    Navigate to your event dashboard.
    Select "People" from the left sidebar menu.
    Click "Event Check-In" in the submenu.
    Ensure check-in lists are enabled by clicking the "Settings" tab and verifying "Enable Check-In Lists" is toggled on.
If the toggle is off, turn it on and click "Save" before proceeding.
    Return to the main check-in page by clicking the "Check-In" tab.
    Select the "Lists" tab at the top of the page.
    Click the "+ New List" button to create a check-in list.
    Enter a name for your check-in list (e.g., "VIP Registration," "North Entrance Staff").
    Add a description to provide context about the list's purpose.
    Select the attendee types this list will include:
  • Internal Attendees
  • Customers
  • Both
    Choose the visibility option "Specified Users" instead of "All Users."
Selecting "Specified Users" restricts list visibility to only the users you designate.
    Click "Add Users" to select which staff members can access this list.
    Search for and select the specific users who should have access to this list.
Users not added to the list will not be able to see or manage these attendees during check-in.
    Click "Add Selected" to grant these users access to the list.
    Click "Save" to create the list with restricted visibility.
    Click on your newly created list to open it.
    Select the "Add Attendees" button to populate your list.
    Search for specific attendees or use filters to find groups of attendees.
    Select the attendees you want to add to this check-in list.
    Click "Add Selected" to add them to your list.
    Review your check-in list, which now displays the added attendees.
    Repeat steps 8-22 to create additional restricted check-in lists as needed.

Troubleshooting

If users report they cannot see a check-in list:
  • Verify they have been added to the list's specified users
  • Confirm they have the appropriate user role (Admin, Event Manager, or Event Scheduler)
  • Check that the list has been properly saved and populated with attendees

Related links

  • How to create and manage check-in lists
  • How to check in attendees for an event
  • How to filter the attendee list by check-in status