Installing the Events Check-in app
You can download the Offline Events Check-In app on iOS (iPhone/iPad/iPod). Tablets are the preferred device for Offline Events Check-In (mobile phones secondarily).
Step 1: Configure User Permissions (Optional)
By default the Offline Events Check-In App is set to allow access to all users. To change this setting and enable the admin to set Permission for which users have access, update user settings.
- Navigate to Setup and search for Connected apps.
- Find the Events Check-In App and click Edit.
- Change the Permitted Users setting, then click Save.
- Grant access to Manage Public Classic Email Templates:
- Navigate to Setup and search for Profiles.
- Click the profile for the users that will use the Event Check-In App.
- Under the System section, select System Permissions.
- Check the Field for Manage Public Classic Email Templates.
- Check the Field for API Enabled.
- Save your changes.
To use the Events Check-In App with a Salesforce Platform license type:
-
Generate a Permission Set for TX Event Registration (Student-facing).
-
Assign the Permission Set for TX Event Registration (Student-facing) to the appropriate users.
Step 2: Download the TargetX Offline Events Check-In App
Download the TargetX Offline Events Check-In App from the Apple Store here.
Notes:
- Permitted users can "view" events and "add" events from the CRM into the App. No events would be available to download if they are not permitted and have the app.
- You may only have FIVE devices logged in per Username. If you log in to additional devices, users will be logged out and lose their check-in data if they haven't synced.