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Fundraising access request for Fundraising Operations Assistant, Doris Morgan
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Could we please get a Civi certificate and login for Doris - I've added her to the Contacts List and Lisa's approval can be found below:

  • civicrm web access
  • standard access
  • donor relations access

C-Level approval was obtained by Lisa Gruwell on 09/06/2023)

(September 1, 2023, at 2.25 PM)
Hello Lisa,
Can you please provide CiviCRM access authorization for the two new Donor Relations admin contractors: Doris and Janaina, who will start on September 11th and report to me, (Sandra Hust)?
Thank you in advance!

(September 6, 2023, at 4:18 PM))
Lisa Seitz Gruwell

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.


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
[ ] (if not advancement) add to okta notify list: create ITS ticket for adding to fr-tech okta notification 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

Event Timeline

SSL client certificate created and sent via email. Password sent via SMS. Civi account already existed from previous work so it was moved from blocked to active.

Dwisehaupt claimed this task.
Dwisehaupt updated the task description. (Show Details)
Dwisehaupt moved this task from In Progress to Done on the fundraising-tech-ops board.

Verified cert is in use and civi access is working. Closing.