Offsite Services - Revision history

Rolo at 19:11, 16 October 2025

2025-10-16T19:11:54Z

Rolo: Reorder

2025-10-16T19:09:25Z

Reorder

Show changes

Rolo: /* Deprecated Services */

2025-09-29T18:56:38Z

Deprecated Services

Jon: /* Current Systems */

2025-01-10T16:52:39Z

Current Systems

Jon: /* Deprecated Services */

2025-01-10T16:51:30Z

Deprecated Services

Jon: /* Clockify */

2025-01-10T16:13:58Z

Clockify

Jon at 16:13, 10 January 2025

2025-01-10T16:13:28Z

Jon at 16:08, 10 January 2025

2025-01-10T16:08:38Z

Jon at 15:17, 10 January 2025

2025-01-10T15:17:12Z

Valerie: Updated people who use Slack

2025-01-09T00:27:41Z

Updated people who use Slack

@@ Line 14: / Line 14: @@
 == Canva ==
 Canva is a web-based content creation app that allows for creating a wide range of types of content and directly ordering prints.  We use Canva for branded content creation including flyers, social media posts, animations, slide decks, signage, and more.  As a non-profit organization we have a Pro account free of charge.  Our Canva is loaded with all of our branded content including brand colors, fonts, logo variations, photos, graphic elements, templates, and more.  Canva also has a large library of content that can be used in creations.
 == ClickUp ==
 Started use in the summer of 2025 as a facilities management tool. It was setup to help with purchase requests, problem reports, general facilities requests, paid storage and rental tracker, and ceramics firings.
@@ Line 65: / Line 67: @@
 == SignNow ==
-Some time back we switched all our e-sign forms from Smartwaiver to SignNow.  New-and-improved features include emailing signers copies of their documents and automatically uploading them to Asmbly's files in GDrive.  SignNow *kind of* has an API -- it can trigger [https://zapier.com/apps/signnow/integrations Zapier], which is good enough for us.
+As of Oct 16, 2025, SignNow is only used for 2 party agreements. It raised its prices in Summer of 2025 and only allows 100 signatures per year. We are looking at moving to BoldSign. No Waivers are to be added to this platform. Use CleverWaiver for that.
 == SignUpGenius ==

@@ Line 85: / Line 85: @@
 Mailjet is a cloud service and has an [https://dev.mailjet.com/email/reference/overview/ API]
 =Deprecated Services=
 These are services we used to use, but don’t anymore for various reasons.
 == Hootsuite ==

@@ Line 3: / Line 3: @@
 = Current Systems =
 == Neon ==
-Neon is our member management system.  We intend for it to be the sole interface for administrative tasks and the source of truth for member authentication and authorization.  We've been pretty successful at the latter, less so with the former -- board members and some volunteer leads still juggle multiple dashboards to some extent.
+Neon is our member management system.  We intend for it to be the sole interface for administrative tasks and the source of truth for member authentication and authorization.  We've been pretty successful at the latter, less so with the former -- staff and volunteer leads still juggle multiple dashboards to some extent.
 Neon account creation starts with the [https://asmbly.org/join/ Join Form] on the website.
@@ Line 11: / Line 11: @@
 == Alta Open (formerly Openpath) ==
-Alta Open is our access control system.  It has its own user database, but that database is automatically synced with Neon account information.  Directors and some leaders have permission to access the Alta Open dashboard to modify user permissions, view access logs, and suchlike.
+Alta Open is our access control system.  It has its own user database, but that database is automatically synced with Neon account information.  Some leaders have permission to access the Alta Open dashboard to modify user permissions, view access logs, and suchlike.
 Alta Open is a cloud service and has an [https://openpath.readme.io/reference API]

@@ Line 86: / Line 86: @@
 Mailjet is a cloud service and has an [https://dev.mailjet.com/email/reference/overview/ API]
 =Deprecated Services=
 == Hootsuite ==
 Hootsuite is a social media management platform that we used to schedule posts across multiple social media platforms.

@@ Line 110: / Line 110: @@
 == Clockify ==
-Clockify is a free time tracking software.  We used it for our hourly staff to track time for wages.  It’s been replaced with Quickbook’s integrated solution (Quickbooks Workforce).
+Clockify is a free time tracking software.  We used it for our hourly staff to track time for wages.  It’s been replaced with Quickbooks’ integrated solution (Quickbooks Workforce).
 == Freshbooks ==

@@ Line 31: / Line 31: @@
 Asmbly's Discourse instance is managed by [https://www.communiteq.com Communiteq] and has an [https://docs.discourse.org API]
-== SignNow ==
+== Mediawiki ==
-Some time back we switched our e-sign stuff from Smartwaiver to SignNow.  New-and-improve features include emailing signers copies of their documents, and uploading them to Asmbly's Gdrive.  SignNow *kind of* has an API -- it can trigger [https://zapier.com/apps/signnow/integrations Zapier], which is good enough for us.
+This Asmbly wiki runs on Mediawiki. The ATXHS wiki did as well, but it became a maintenance sink so we're no longer keeping that online.
-== Zapier ==
+This wiki authenticates users via Discourse -- if you have an Asmbly Discourse account, you also have a wiki account.  Current and  former members have edit permission.
-== Mediawiki ==
+This wiki is self-hosted off site on AWS.
-The Asmbly wiki authenticates users via Discourse -- if you have an Asmbly Discourse account, you also have a wiki account.  Members and former members have edit permission.
+== SignNow ==
+Some time back we switched all our e-sign forms from Smartwaiver to SignNow.  New-and-improved features include emailing signers copies of their documents and automatically uploading them to Asmbly's files in GDrive.  SignNow *kind of* has an API -- it can trigger [https://zapier.com/apps/signnow/integrations Zapier], which is good enough for us.
 == Wordpress ==
@@ Line 49: / Line 46: @@
 Wordpress is hosted off site and has an [https://developer.wordpress.org/rest-api/ API]
-== QuickBooks ==
+== Zapier ==
-We use QuickBooks for our banking and accounts payable.  Instructors are paid via QuickBooks, and QuickBooks Workforce is used for managing employee hours/pay/benefits.
+Zapier is a sorta no-code cloud workflow automation service.  It supports limited webhook-style automations, but fortunately one of the actions is "execute arbitrary Python code" so we can do whatever we want in response to a SignNow document or Google Forms submission.
 == PayPal ==
@@ Line 61: / Line 58: @@
 Space leadership uses Google Workspace for mail, document sharing, the usual office stuff.  As a non-profit organization we can use it free of charge.  Many volunteers also use Asmbly's Google Workspace and we have a Shared Drive that is open for all in the Asmbly domain.
-== Slack ==
+== QuickBooks ==
 Space leadership, staff, and core volunteers use Slack for day-to-day operational communications.
 == 1Password ==
@@ Line 71: / Line 74: @@
 == Canva ==
 Canva is a web-based content creation app that allows for creating a wide range of types of content and directly ordering prints.  We use Canva for branded content creation including flyers, social media posts, animations, slide decks, signage, and more.  As a non-profit organization we have a Pro account free of charge.  Our Canva is loaded with all of our branded content including brand colors, fonts, logo variations, photos, graphic elements, templates, and more.  Canva also has a large library of content that can be used in creations.
 == SignUpGenius ==
@@ Line 85: / Line 85: @@
 Mailjet is a cloud service and has an [https://dev.mailjet.com/email/reference/overview/ API]
 =Deprecated Services=
 == Hootsuite ==

@@ Line 50: / Line 50: @@
 == QuickBooks ==
-We use QuickBooks for our banking and accounts payable.  Instructors are paid via QuickBooks.
+We use QuickBooks for our banking and accounts payable.  Instructors are paid via QuickBooks, and QuickBooks Workforce is used for managing employee hours/pay/benefits.
 == PayPal ==
@@ Line 66: / Line 66: @@
 == 1Password ==
 Password is a password manager which Asmbly uses to store all passwords for Asmbly accounts and securely share them with relevant parties.  Asmbly has a Teams account with a limited number of seats.
 == TechSoup ==
@@ Line 113: / Line 110: @@
 == Smartwaiver ==
 We used to use Smartwaiver for tracking liability waivers from members and visitors.  All active e-sign documents have been moved to SignNow, but we maintain our SmartWaiver account so we can access the document archive.
 == Freshbooks ==

@@ Line 10: / Line 10: @@
 Neon is a cloud service and has an [https://developer.neoncrm.com/api-v2/ API]
-== OpenPath ==
+== Alta Open (formerly Openpath) ==
-OpenPath is our access control system.  It has its own user database, but that database is automatically synced with Neon account information.  Board members and some stewards have permission to access the OpenPath dashboard to modify user permissions, view access logs, and suchlike.
+Alta Open is our access control system.  It has its own user database, but that database is automatically synced with Neon account information.  Directors and some leaders have permission to access the Alta Open dashboard to modify user permissions, view access logs, and suchlike.
-OpenPath is a cloud service and has an [https://openpath.readme.io/reference API]
+Alta Open is a cloud service and has an [https://openpath.readme.io/reference API]
 == Skedda ==
@@ Line 38: / Line 38: @@
 == Mediawiki ==
-The Asmbly wiki runs on Mediawiki. The ATXHS wiki did as well, but became a maintenance sink so we're no longer keeping that online.
+The Asmbly wiki runs on Mediawiki. The ATXHS wiki did as well, but it became a maintenance sink so we're no longer keeping that online.
-The Asmbly wiki authenticates users via Discourse -- if you have an Asmbly Discourse account, you also have a wiki account.
+The Asmbly wiki authenticates users via Discourse -- if you have an Asmbly Discourse account, you also have a wiki account.  Members and former members have edit permission.
-Both wikis are self-hosted off site on AWS.
+The wiki is self-hosted off site on AWS.
 == Wordpress ==
@@ Line 53: / Line 53: @@
 == PayPal ==
-We use PayPal for generating miscellaneous invoices, including Co-Working and storage rentals.  This is partially a workaround for the fact that Neon doesn't support multiple concurrent subscriptions for a user (ie you couldn't have both a membership subscription and a storage rental subscription that both automatically renew month-to-month).
+We use PayPal for generating miscellaneous invoices, including Co-Working and storage rentals.  This is mainly a workaround for the fact that Neon doesn't support multiple concurrent subscriptions for a user (ie a member can't have both a membership subscription and a storage rental subscription that both automatically renew month-to-month).
 == Square ==
-We use Square for easier checkout of supplies that can be purchased onsite at Asmbly.
+We use Square for easier donations and purchase of supplies onsite at Asmbly.
 == Google Workspace ==
@@ Line 76: / Line 76: @@
 == Basecamp ==
-Basecamp is a simple, web-based project management platform.  We use it for coordinating and planning tasks for special events and various ongoing projects.
+Basecamp is a simple, web-based project management platform.  We use it for coordinating and planning tasks for special events and general top-down project task tracking.
 == SignUpGenius ==
@@ Line 92: / Line 92: @@
 =Deprecated Services=
 == Hootsuite ==
-Hootsuite is a social media management platform that we use to schedule posts across multiple social media platforms.
+Hootsuite is a social media management platform that we used to schedule posts across multiple social media platforms.
 == Mailchimp ==
-Mailchimp is used for our email announcements and monthly(ish) update / newsletter mailings.  We are currently evaluating Flodesk and may migrate away from Mailchimp.
+Mailchimp was used for our email announcements and monthly(ish) update / newsletter mailings.  It was replaced with Flodesk.
-Users may sign up for the list [http://eepurl.com/gZuGvz here]
+Users may sign up for the list here
 Users may unsubscribe from the list using personalized links in the footer of each Mailchimp email.
@@ Line 105: / Line 105: @@
 == Flodesk ==
-Flodesk is used for our email announcements and monthly(ish) update / newsletter mailings.
+Flodesk was used for our email announcements and monthly(ish) update / newsletter mailings.  It was replaced with Mailjet.
-Users may sign up for the list [https://asmbly.myflodesk.com/rgwdmleitd here]
+Users may sign up for the list here
 Users may unsubscribe from the list using personalized links in the footer of each Flodesk email.
@@ Line 115: / Line 115: @@
 == Freshbooks ==
-ATXHS used to use Freshbooks for member invoicing before they switched to Neon.  We still have some old-school members who never bothered to make Neon accounts, so we're keeping Freshbooks around as long as they keep renewing their memberships.
+ATXHS used to use Freshbooks for member invoicing before they switched to Neon.  For a while we had some old-school members who never bothered to make Neon accounts, so we kept Freshbooks around as long as they keep renewing their memberships.
-Since a Neon account is required for facility access via OpenPath, any remaining Freshbooks members are basically inactive supporters.  We appreciate them!
+Since a Neon account was required for facility access via OpenPath, the last remaining Freshbooks members were basically inactive supporters.  We appreciated them!
 [[Category:Operations]]