Guide: 1Password: Add a Team Member to the Project Vault

[kcoronel]

Dependency

~Creation of epic #21~

Action Items

• [x] Make appointment with member of admin team who is currently performing function.
  • [x] remove label: "Status: Make Appt" add label: "Status: Record"
• [x] Link folder for recording and guide in defined sections below (see Resources).
  • [x] Record workflow demo
  • [x] remove label: "Status: Record" add label: "Status: Upload"
• [x] Upload recording and transcript.
  • [x] link to folder, recording and transcript in the resources below
  • [x] remove recording and transcripts from local or cloud storage
    • [x] remove label: "Status: Upload" and add label: "Status: Create "As-Is"
• [x] Make a guide
  • [x] Turn video transcript into step-by-step process confirmation
    • [x] remove label: "Status: Create "As-Is" add label: "Status: Review "As-Is""
• [x] Admin reviews the "As-Is" adding missing steps or notes
  • [x] remove label: "Status: Review "As-Is"" add label: "Status: Draft Guide"
• [x] Make a Guide using guide template
  • [x] remove label: "Status: Draft Guide" and label: "Status: Review Guide"
• [x] Test guide with member of Admin team

Resources

• Admin team member currently performing function: Bonnie Wolfe

How to make a guide

• Template for creating guides - WIP
• UI/UX for Guides

Folders

• Recordings & Transcripts

  • Recordings general folder
  • Add Someone to 1Password, Add someone to Team Vault, 1Password Renewal
    • 📁
    • ⏺️ at 6:12 mark

• Guides

  • Guides general folder
  • Add Team Member to a 1Password Vault
    • 📁
    • 🎉

Legend

📁 = Folder ✏️= Transcription ⏺️ = Recording 📝 = Writeup 🎉= Guide

Location of draft guide.

• Epic Issue #21
• Guide: Add Team Member to a 1Password Vault

[ExperimentsInHonesty]

@kcoronel - Camille and I reviewed the latest draft. See document for requested change.

[kcoronel]

Edited this issue to reflect the changes captured in #20 Made the changes to draft guide

[ExperimentsInHonesty]

• Only thing remaining is defining Hack for LA's word choices (e.g., click or choose, right hand side, etc.). https://github.com/hackforla/admin/issues/31

[kcoronel]

Cool, I would also like to go over these comments to confirm what edits are needed, [Guide: Create a New Vault on 1Password](https://docs.google.com/document/d/1iPOYKHhUrN2giXNLdIt_gWi_jCUZbM1- WyXtDCel4jA/edit#heading=h.n6bio46dpss7) #27

[ExperimentsInHonesty]

@kcoronel I added a note next to your question with new wording and some other notes. Some changes are the same between this and #23

[kcoronel]

@ExperimentsInHonesty looking for more clarification here tomorrow 1/15

[ExperimentsInHonesty]

Both Camille and Bonnie have signed off on this guide. Its ready for placement

[ExperimentsInHonesty]

We need to change the instructions for this to indicate that this guide should be used if the person already is a member of hackforla 1password, and they need to be added to a second vault