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Fundraising access request for jcraig
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This is a new access request for jcraig. They require the following access: (Mark the box for each requirement with an x)

  • civicrm web access
    • standard access
    • donor services access
  • ssh access - if specific hosts: list here
  • mysql - if specific hosts or databases: list here
  • superset
  • other: please explain

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
[x] (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] superset
Requires: client_ssl_cert
[x] account_setup: Create user account. Notify the user of their account name and password.
[x] follow_on: Verify user can log in to
[x] archive_access: Add to google drive archive group.

Event Timeline

Dwisehaupt created this object with edit policy "All Users".
Dwisehaupt updated the task description. (Show Details)

Access approved.

Date: Wed, 1 May 2024 16:37:27
From: Lisa Seitz Gruwell
To: Dallas Wisehaupt
Cc: James Baldwin, Erica Roden, Julio Craig
Subject: Re: Access request for Julio Craig

Yes, I approve. 

On Wed, May 1, 2024 at 3:35 PM Dallas Wisehaupt wrote:
      Hello Lisa,

Julio Craig (jcraig) is a financial analyst reporting to James Baldwin. He is going to be taking over the Superset duties
from Lauren Nadai. Can you provide authorization for Julio to access Superset? Here is the access request task
[] for reference.

Sent details to jcraig on information needed to set up accounts. Once that is provided I'll move forward.

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

SSL client certificate created and sent via email. Password sent via SMS. Superset account created and set with random password. Follow up email sent with access and password change information.

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

Verified successful login to superset.