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Fundraising access request for llugo
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Description

Hello, I am requesting access to CiviCRM since I have not received and invite nor email with my Password or log info nor any Certificates. I am currently in the task to set up my all my account for my onboarding.

I contacted techsupport@wikimedia.org and they answered me to opening a Phabricator ticket for this issue.

I would like to be able to access my CiviCRM account.


This is a new access request for llugo. 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.

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
[-] (if not advancement) add to okta notify list: create ITS ticket for adding to fr-tech's entry in the Okta Workflows Table

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
[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 https://analytics.frdev.wikimedia.org
[x] archive_access: Add to google drive archive group. https://drive.google.com/drive/folders/0ADWGPlZtksGdUk9PVA

Event Timeline

Hi @LLugo-WMF, welcome to Wikimedia Phabricator!
I assume this is for fundraising-tech-ops (I wonder where to find canonical docs).

Dwisehaupt renamed this task from User requiring access - CiviCRM to Fundraising access request for llugo.Jan 30 2025, 10:48 PM
Dwisehaupt updated the task description. (Show Details)
Dwisehaupt added a subscriber: nisrael.
Dwisehaupt subscribed.

Hello @LLugo-WMF, welcome to Wikimedia. Access requests are usually started from your manager, but I have gone ahead and update this request to have the right information. At this point, we need @nisrael to fill out the checkboxes in this task and then we can start the process of requesting C-level approval and getting your accounts set up.

Tagging @spatton here since Noah is unavailable for a bit. Perhaps he can provide the updates we need to move forward.

Hi Dallas,

I'm just back in office. Sharing my checkbox responses via the attached image.

Screenshot 2025-02-11 at 11.02.31 AM.png (1,652×468 px, 83 KB)

@nisrael Just to follow up. Have you sent the request for access approval to Lisa yet, or would you like for me to do so?

@LLugo-WMF @nisrael Just following back up on this. Wanted to see if the access request has been sent to Lisa. I can do it if you wish, just let me know.

Thanks Dallas for re-pinging this. I must have missed the first message
when I got back from vacay. I'm not 100% on the protocol so I'll defer and
take you up on sending the request to Lisa. Thank you for all of the help.

Noah

Access approved.

Date: Thu, 20 Feb 2025 20:48:37
From: Lisa Seitz Gruwell
To: Dallas Wisehaupt
Cc: Luz Lugo, Noah Israel
Subject: Re: Fundraising access request
----------------------------------------

Yes, I approve.

Accounts created on Friday. SSL cert created and sent via email. Password sent via SMS. Civi account created and set with random password. Superset account created and set with random password. Password sent via SMS. Instructions sent on how to access the services and change passwords.

@Dwisehaupt: Is there more to do in this open ticket?

@Dwisehaupt: Is there more to do in this open ticket?

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.

Logins haven't been verified but if there are any issues they can be opened in a new task.