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Update 'how to add a new member to my node' (Ops Processes) #205

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robguthrie merged 1 commit into from
Jun 24, 2025
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Update 'how to add a new member to my node' (Ops Processes) #205

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8 changes: 3 additions & 5 deletions src/guides/ops_processes.md
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Expand Up @@ -19,12 +19,11 @@ If a Node wishes for Optimi to do any custom integrations or management they wil

- [ ] cross check the process below with Uli’s documentation.

1. Node reps complete the “Add new contributor form” listed on the [Forms page](https://www.loomio.org/d/eUqFhOdN/introductions-and-readme-2019) in Loomio. Members are the new Contributor’s Steward by default unless they have arranged for someone else to be their Steward.
1. Node hosts add members from the [Enspiral Directory](https://optimi.knack.com/enspiralportal#enspiral-network/) by first navigating to their node and then using the **invite new member** button.
2. Upon completion of this Form, Ops receives a notification with all of the details.
3. At the same time, the new member is sent an automated email with a link and request to login to the directory.
3. At the same time, the new member is sent an automated email with a link and request to login to the directory and fill out a short form.
4. Once they’ve set their password and logged in, they can fill out their bio including the following fields: personal tagline/origin story, website, ask me about, skills, activities, values, interests, bio/introduction, aspirations within the network
5. Once filled in, Ops invites them to Slack and Loomio for introductions as well as these other tools:
- Cobudget
- Added to the [Foundation Global members](https://groups.google.com/a/enspiral.com/g/contributors) (to access Google Drive, this has to be a Google account)
- Newsletter list (managed by the newsletter person).
- Introductions are added to each tool as they accept their invites (which can take a while). Be sure to look our for those emails. Introductions are done on these channels:
Expand All @@ -43,9 +42,8 @@ Contributors are offboarded from the network when:
Ops then removes the member from the following systems:

- Loomio
- Cobudget \(any remaining funds are recycled into the next Cobudget round\)
- Removed from the Foundation Global Members Group
- Removed from the Monthly Enspiral Newsletter e-mail list (by newsletter person)
- Slack: \(Note: you cannot fully “remove” users, instead the members account is “disabled”\)

If the member has a Google Workspace account \(a "name @ enspiral.com" account\), they are notified via email and Slack that their Google Workspace account will be removed in two weeks. Ops schedules the account removal date. After two weeks, the account is removed and any remaining Google Drive documents owned by the contributor and shared with others are re-assigned to a nominated account managed by Ops.
If the member has a Google Workspace account \(a "name @ enspiral.com" account\), they are notified via email and Slack that their Google Workspace account will be removed in two weeks. Ops schedules the account removal date. After two weeks, the account is removed and any remaining Google Drive documents owned by the contributor and shared with others are re-assigned to a nominated account managed by Ops.
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