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New Engage Civi Credential: Pat S.
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Hi All, Engage has requested a new Civi credential for a staff member to work on processing. I've added Pat to the Fundraising contact list. Could you please get Pat set up?

Event Timeline

@LeanneS we need to get the email from Lisa don't we?

Dwisehaupt added a subscriber: Lgruwell-WMF.

@LeanneS Usually for staff and contractors we need a confirmation from @Lgruwell-WMF to grant access.

As this is an external contractor through Engage, I'm unsure if that's the same process. Once we have that clear, I can create the SSL client certificate for Pat and we can get her civi account set up the same as the other engage users.

Please let me know if you would like for me to follow up with Lisa?

Dallas

Email auth, trimmed of full names/emails.

On Tue, Jan 14, 2020 at 10:01 AM Lisa wrote:

Yes, I approve. 

On Thu, Jan 9, 2020 at 2:27 PM Leanne wrote:

Hi Lisa,

Engage has requested to add a staff member to process donations. Could you provide
approval for a Civi credential for Pat Sxxxx?
Dwisehaupt moved this task from Triage to In Progress on the fundraising-tech-ops board.

Certificate has been created and emailed. Password sent via SMS.

Dwisehaupt moved this task from In Progress to Done on the fundraising-tech-ops board.