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Permission changed for DR agents
Closed, ResolvedPublic2 Estimated Story Points


Our DR agent, Yamini CID 51560991 took on the responsibility of adding typo-correct emails to the Civi email amender and this week she no longer has permission to do it ( I had other agents test the link, and they lost the permission, as well). Can this please be reversed for Yamini, and Adriana CID
31779349 at least? Thanks in advance.

Screenshot 2023-08-09 at 7.52.09 PM.png (770×1 px, 131 KB)

Event Timeline

@SHust @Eileenmcnaughton is there documentation anywhere about the levels of permissions and what access they enable? Trying to figure out how to get the team their appropriate permissions.

@AKanji-WMF I do not, however, I can create a spreadsheet with all the DR agents and their Civi permission needs if this helps you and the team. Please just let me know!

Thanks @SHust - is there a mediawiki page or collab page we could document this? @Eileenmcnaughton please let us know if there are any other blockers.

@AKanji-WMF We can use this Collab space under notes to document this! I'll be sharing a spreadsheet with everyone’s name and permission suggestions in a bit. Let me know if you have any questions or need anything else. Thank you.

@Eileenmcnaughton Sandra and I talked this through. She is okay with not creating another role for donor relations. Everyone with the Donor Relations role should have this ability. However, I think they are still having issues with the permission so that still needs addressed.

Dwisehaupt set the point value for this task to 2.Oct 16 2023, 8:08 PM

@SHust I just pushed out an update on this - it might be in a different place in the menu now....

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@Eileenmcnaughton Thank you! I'll have the team test it out, and I'll ping you if they can’t access it.

XenoRyet set Final Story Points to 2.