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Create a Guide/Template: Forwarding Emails to Team Members Wiki (Update Current Guidance) #116

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shmonks opened this issue Jun 4, 2024 · 1 comment

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@shmonks
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shmonks commented Jun 4, 2024

Suggested changes to the wiki about forwarding emails to team members

Summary

Action Items

  • Add the following 2 lines before 'Log in project email address (use 1password)':

  • 'Go to 1Password.com and sign in'

  • 'Go to the 1Password vault for the project you're working on and click on the project's Gmail account. Keep this browser window open'

  • Move the sub bullet point 'If you don't know how to use 1Password to login, use this help file...' to immediately after 'Go to 1Password.com and sign in'

  • Replace 'Log in project email address (use 1password)' with the following 2 lines:

  • 'Open a new browser window (and if you're not using Chrome, go to Google.com)'

  • 'Click on the link to 'Gmail' at the upper right-hand corner'

  • Add the following 3 lines below 'Add the person's personal email address (one by one for multiple team members)':

  • 'You will then be asked to verify that you have access to the project's email account using Google Authenticator. Do not use Google Authenticator'

  • 'Instead, go to the 1Password browser window and copy the project email account's one-time password code'

  • 'Paste that code into the verification code box in the Google browser window'

  • After 'Go to Filters and Blocked Addresses', change 'Choose "Create filter"' to:

  • 'Choose "Create a New Filter"'

  • Finally, after 'Choose Create Filter (create a new filter for each team member)' at the end, add the following lines:

  • 'You will again be asked to verify that you have access to the project's email account using Google Authenticator. As before, go to the 1Password browser window and copy the project email account's current one-time password code'

  • 'Paste that code into the verification code box in the Google browser window to complete the process'

@fchan218 fchan218 changed the title Suggested changes to Forward Emails to Team Members wiki Create a Guide/Template: Forwarding Emails to Team Members Wiki (Update Current Guidance) Oct 28, 2024
@fchan218
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fchan218 commented Oct 30, 2024

Assignee, Labels, Project Board Placement, and Milestones for this issue in the Product Repo:

Screenshot 2024-10-30 at 5 14 44 PM

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