Fundraising access request for Sarah Guseman (Endowment Assistant - Contractor)
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	JAdams
	Sep 30 2021, 4:52 PM

Description

This is a new access request for Sarah Guseman, starting as an Endowment Assistant - Contractor on Monday, October 4, 2021. They require the following access: (mark each box with an x)

C-Level approval obtained by Lisa Gruwell on September 28, 2021:

Lisa Gruwell
Sep 28, 2021, 2:01 PM (2 days ago)
to me, Patricia, Leticia

Yes, I approve.

Lisa Seitz Gruwell
Chief Advancement Officer

On Tue, Sep 28, 2021 at 9:12 AM Jason Adams <jadams@wikimedia.org> wrote:
Hi Lisa and Pats,

Sarah Guseman is starting October 4th as the Endowment Assistant (Contractor, 15 hrs per week), reporting to me.

Can you please provide authorization for CiviCRM certificate access for Sarah?

Thank you,
Jason

New User Procedure / Checklist

When adding a new user to the fundraising / fr-tech ecosystem, we have a set of places where we need to create accounts and access.

Prerequisites

Before we can take any action to add a user, we need to verify that they are authorized to have such access. This requires confirmation from their manager and approval from the C level that access is approved.

[x] user_verification

Requires: user request
[x] access_rights: letter to C level (currently Lisa) verifying grant of access
[x] account name/contact info: verify on https://collab.wikimedia.org/wiki/Fundraising#Contact_List

Accounts and Services

[x] client_ssl_cert

Requires: user_verification
[x] cert_setup: generate cert on frpm1001 using ssl_user_admin
[x] account_setup: sms the user the password for the key
[x] follow_on: assist with certificate installation

[x] civicrm

Requires: client_ssl_cert
[x] account_setup: Create user account. This will notify the user via email to update their password.
[x] follow_on: Verify user can log in to https://civicrm.wikimedia.org

[ ] superset

Requires: client_ssl_cert
[x] account_setup: Create user account. Notify the user of their account name and password.
[ ] follow_on: Verify user can log in to https://analytics.frdev.wikimedia.org
[x] archive_access: Add to google drive archive group. https://drive.google.com/drive/folders/0ADWGPlZtksGdUk9PVA

Event Timeline

JAdams created this task.Sep 30 2021, 4:52 PM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptSep 30 2021, 4:52 PM

Zabe added a project: fundraising-tech-ops.Sep 30 2021, 4:55 PM

JAdams updated the task description. (Show Details)Sep 30 2021, 4:56 PM

Dwisehaupt claimed this task.Sep 30 2021, 5:46 PM

Dwisehaupt updated the task description. (Show Details)

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

SSL client certificate created and sent via email. Password sent via SMS. CiviCRM account created and granted permissions. Account creation email sent.

Dwisehaupt updated the task description. (Show Details)Sep 30 2021, 6:00 PM

Aklapper updated the task description. (Show Details)Oct 4 2021, 7:20 AM

Verified with Sarah that the certificate is installed and working. Closing.

Hi @Lgruwell-WMF! Would you please be able to give approval for Sarah Guseman, Endowment Assistant, to gain access to Fundraising data systems? This would include Civi (which she already has access to), Superset, and other systems as required. Thanks!

cc-@Dwisehaupt

Approved

Dwisehaupt updated the task description. (Show Details)Jul 1 2022, 8:12 PM