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Get Kaitlin Thaney access to CiviCRM
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Kaitlin Thaney is the new Endowment Director. Can we set up her credentials and access? Thanks!

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Restricted Application added a subscriber: Aklapper. · View Herald TranscriptSep 18 2017, 8:36 PM
MBrent triaged this task as High priority.Sep 18 2017, 8:37 PM

Does shoe already have access to civi? What else would she need?

Marc removed a subscriber: Marc.Sep 19 2017, 9:36 AM

No, she doesn't have access yet.

DStrine added a project: fundraising-tech-ops.

@cwdent or @Jgreen can you help out?

DStrine moved this task from Triage to FR-Ops on the Fundraising-Backlog board.Sep 19 2017, 6:25 PM

Yes this is on my to-do list but as it has been less than 24 hours it has not reached the top yet.

I've added a CiviCRM account for her - she should have an email about that now

I have emailed Lisa about this (does she have a Phab account?) and will generate the keys when I hear back from her, first thing we need for new frack accounts is explicit C-Level approval.

@cwdent She doesn't have a phab account, but email is a good way to reach her.

@LeanneS C-level approval isn't listed as required in our "how to get access to civi guide" on collab. Can you update it?

@CaitVirtue thank you!

From: Lisa Gruwell <>
Date: Wed, 20 Sep 2017 10:37:57 -0700
Subject: Re: Kaitlin Thaney CiviCRM access
To: Casey Dentinger <>

Okay! Thanks Casey!

On Tue, Sep 19, 2017 at 1:21 PM, Casey Dentinger <>

> Hey Lisa, just need your official OK to get her set up.
> --
>   Casey Dentinger

I just sent over her certificate with instructions, I'll leave this open until I hear back that everything is working.

@CaitVirtue I've updated the Collab page with this step.

cwdent closed this task as Resolved.Sep 25 2017, 8:06 PM

I do see this account has logged in so I'm closing.

Dwisehaupt moved this task from Triage to Done on the fundraising-tech-ops board.Feb 13 2020, 9:37 PM