Create a Workflow Guide/Template: 1Password: Removing Team Members from a 1Password Vault

[kcoronel]

Dependency

Creation of epic hackforla/UI-UX#21

Action Items

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

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
  • Removing a person from a vault and touching on permissions
    • 📁
    • ⏺️
    • ✏️

• Guides

  • Guides general folder
  • Removing Team Members a 1Password Vault
    • 📁
    • 🎉

Legend

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

Location of draft guide.

• Epic Issue Guide: Giving qualitative feedback on design UI-UX#21
• Guide: Removing Team Members from a 1Password Vault

[ExperimentsInHonesty]

@kcoronel The following text was removed from the issue

Option 1: Instructions can also be used for Access to 1Password
Alternatively, this process also lets you give members different access, if you would like to have a member change click on the check mark and this will turn off said form of access

We should just make guides for those other processes.

[ExperimentsInHonesty]

Only thing remaining is defining Hack for LA's word choices (e.g., click or choose, right hand side, etc.). See hackforla/guides#21 (comment)

[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 hackforla/UI-UX#23

[ExperimentsInHonesty]

@kcoronel we made another change to the document, we need one last screenshot changed.

[kcoronel]

Replace "Follow the steps listed below" with "use the steps that follow"

[camille-kay]

looks good.