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Fundraising access request for Stacy Burnett
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Description

This is a new access request for Stacy Burnett, new Product Manager in Fundraising Technology.

They require the following access:

  • civicrm web access
    • standard access
    • donor services access
  • ssh access - if specific hosts: list here
  • mariadb - if specific hosts or databases: list here
  • trino
  • metabase/superset
  • jupyter
  • 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 frpm1002 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] metabase
Requires: client_ssl_cert
[x] account_setup: Reach out to FR-Analytics about new user requiring access
[-] superset
Requires: client_ssl_cert
[ ] account_setup: Create user account. Notify the user of their account name and password.
[ ] follow_on: Verify user can log in to https://superset.frdev.wikimedia.org
[ ] archive_access: Add to google drive archive group. https://drive.google.com/drive/folders/0ADWGPlZtksGdUk9PVA
[-] user account
Requires: user_verification
[ ] Add the user to the users.yaml and group_members.yaml files as appropriate.
[ ] Push out puppet changes.
[-] yubikey
Requires: useraccount and ITS request to send out yubikey to user
[ ] physical: Make a request to ITS to have a key sent to the user
[ ] account_setup: Get public side and add to puppet-private/manifests/passwords/yubico.pp
[ ] follow_on: Make sure user can use yubikey for ssh access
[-] ssh
Requires: useraccount and yubikey
[ ] key_setup: Send template/docs for generating keypair and ~/.ssh/config file
[ ] account_setup: Get public side and add to puppet-private/secrets/ssh/default/$username
[ ] follow_on: Verify user can ssh using correct creds and passphrases when needed.
[-] mariadb
Requires: useraccount, yubikey, ssh
[ ] account_setup
    [ ] Create user block in puppet-private/secrets/mariadb_grants/users.yaml
    [ ] Deploy and run the grant script on the appropriate database servers.
    [ ] Create the user a ~/.my.cnf file with the original password from account creation.
[ ] follow_on: Verify user can ssh to the required host and log in to mariadb.
[-] trino
Requires: useraccount, yubikey, ssh
[ ] account_setup
    [ ] Add user password hash in puppet-private/secrets/trino/password.pp
    [ ] Create ~/.analytics.env on the analytics application server
[ ] follow_on: Verify user can ssh to the required host and run trino-cli.
[-] jupyter
Requires: useraccount, yubikey, ssh
[ ] account_setup
    [ ] Add user port mapping in hieradata/hosts.yaml
    [ ] Add user password hash in puppet-private/manifests/passwords/jupyter.pp
    [ ] Provide user with necessary ssh port forwarding config and password
[ ] follow_on: Verify user can log in and connect to instance
[-] Repository reviewer

Event Timeline

Greg Grossmeier <greg@wikimedia.org> Mon, Aug 18, 2025 at 8:00 AM
To: Lisa Gruwell <lgruwell@wikimedia.org>
Cc: Jeff Green <jgreen@wikimedia.org>, Avishua Stein <astein@wikimedia.org>
Hello Lisa,

Requesting access for the two new members of Fundraising Tech starting this week:

  • Stacy Burnett
  • Lars Sander-Green.

Lars will have the full suite of access, typical of fr-tech members.

Stacy will have typical Product Manager access (everything but direct server access).

Thank you,

Greg


Lisa Seitz Gruwell <lgruwell@wikimedia.org> Mon, Aug 18, 2025 at 10:02 AM
To: Greg Grossmeier <greg@wikimedia.org>
Cc: Jeff Green <jgreen@wikimedia.org>, Avishua Stein <astein@wikimedia.org>
Approved.

Jgreen triaged this task as Medium priority.Sep 2 2025, 4:47 PM
Jgreen updated the task description. (Show Details)
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Dwisehaupt moved this task from In Progress to Done on the fundraising-tech-ops board.
Dwisehaupt subscribed.

Metabase invite sent. Holding off on superset for now until access is really needed. Since it's going away in Jan 2026 we're hoping to not have to use it.