To configure this feature:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Reconciling Walk-in Attendees to Existing Accounts
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_attendee__v	CRED	All	updated_via_walkin_merge__v	Edit

6. Navigate to the Application tab.

7. Grant the following permissions:

   • Access API
   • Merge Records

When end users reconcile a walk-in attendee, the matched account__v or user__sys record is checked against existing attendees for the event. If the walk-in attendee is matched to an existing attendee record that does not have a digital signature, a merge confirmation alert displays.

Select Continue to initiate the following merge process:

• Field values from the duplicate record are copied to the existing record, including the following fields:
• em_attendee_status__v
• signature__v
• signature_datetime__v
• meal_opt_in__v
• Event registration fields
• Walk-in fields
• The updated_via_walkin_merge__v field on the existing attendee record updates to True, indicating a duplicate record was merged into it
• The duplicate walk-in record is deleted

Users cannot merge a walk-in attendee if the matched existing attendee record has an associated digital signature, as indicated by a populated signature_datetime__v field.

Merged Attendees and Virtual Events

When an attendee record of a virtual event is merged, the Engage Participant URL from the duplicate walk-in record is transferred to the existing attendee record. If an attendee joins the virtual event using the participant URL from the duplicate walk-in record, post-processing correctly associates the attendance with the existing attendee record.