New Member To Do: Difference between revisions

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(Changed "trial month is up" tasks of WordPress and wiki account creation from Creative Director to Webmaster, added task details for WordPress account creation and new optional task for wiki account creation)
(Tech Director absorbs wiki users back)
 
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====Webmaster====
====Webmaster====
* Set up new member role user account in WordPress with member page on website
** add new user


=====New WordPress Member account=====
* add new user
Do not add user from existing user on same network. Use the same email address in haxdb. When creating the user, generate a new password, do not email user about the account creation, set as member user role. Use the mattermost username when creating the WordPress account, or arbitrarily come up with a closely-related username if such is not available.  
Do not add user from existing user on same network. Use the same email address in haxdb. When creating the user, generate a new password, do not email user about the account creation, set as member user role. Use the mattermost username when creating the WordPress account, or arbitrarily come up with a closely-related username if such is not available.  
* update haxdb with WordPress username
* Send the username and password to the user through mattermost.


** update haxdb with WordPress username
====Tech Director====
** get user their creds
 
Send the username and password to the user through mattermost.
 
* (OPTIONAL - if requested anytime after trial ends) Set up new member with user account on wiki
 
** add new user with edit permissions
 
Use the same email address in haxdb. When creating the user, generate a new password. Make sure the user has editor permissions. Use the mattermost username or the WordPress username if the WordPress username is different than the mattermost username.


** Update haxdb with wiki username
=====OPTIONAL, if requested - New wiki user account=====
* add new user with edit permissions


===Member receives key===
===Member receives key===

Latest revision as of 16:33, 8 March 2018

These are the steps that a new member goes through when he/she applies for membership.


Member Applies

This can be done through a paper form or the online form.

Secretary

  • Sends email detailing steps to membership
    • Sign waiver
    • Read rules
    • Visit the space
    • Come to New Members Onboarding
  • Answers questions posed in application and through email
  • Enter information in haxdb

Member pays first month's dues

Trial month starts

Treasurer

  • Notifies Secretary that member has paid their first month dues

Secretary

  • Notifies member of trial month dates and steps to full membership
    • Invitation to visit often
    • Invitation to Mattermost
    • Request for picture
    • Invitation to New Members Onboarding
  • Update information in haxdb

Trial month is up

Secretary

  • Solicits rest of board for vote to determine if person can be inducted into membership
  • Notifies person of their new membership status
  • Schedule time to receive key
  • Update information in haxdb

Webmaster

New WordPress Member account
  • add new user

Do not add user from existing user on same network. Use the same email address in haxdb. When creating the user, generate a new password, do not email user about the account creation, set as member user role. Use the mattermost username when creating the WordPress account, or arbitrarily come up with a closely-related username if such is not available.

  • update haxdb with WordPress username
  • Send the username and password to the user through mattermost.

Tech Director

OPTIONAL, if requested - New wiki user account
  • add new user with edit permissions

Member receives key

Secretary

  • Have member mark key with unique code
  • Show where member storage is
  • Show member security system and arrival/leaving procedures
  • Show member how to lock/unlock parking lot gate
  • Update haxdb with key code