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These are playbooks for on-call tasks. Feel free to add more!

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Adding/Removing A New Entity Contributor

Info

Currently, you should only be adding entity contributors from 2U into Salesforce - and only if the requester on the Axim Engineering on-call ticket has the CLA Approver role in Salesforce.

For new contributors from other entities, they follow a different process - an approver from their company emails oscm@axim.org, and one of the members of that team processes the request into Salesforce. If you have a request from a non-2U individual to add them to their company’s entity CLA, please direct them to their company’s lead or HR department to have a designated company representative send the request to the OSCM list.

The most common change is to either add or remove a contributor from a companies entity CLA.

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  1. Set the Account Name to the relevant Institution(2U/edx, OpenCraft, etc.)

  2. The contributor's first and last name

  3. The contributor's GitHub username (case sensitive - it should match what you see on their profile at https://github.com/<username>)

  4. Ideally, their email address

  5. Locate the field Contributor Covered Under Entity and select it

  6. Locate the Role field and add the Entity Contributor role to the user.

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