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differ diff --git a/.gitbook/assets/screenshot-from-2021-08-03-16-04-49.png b/.gitbook/assets/screenshot-from-2021-08-03-16-04-49.png new file mode 100644 index 00000000..cda78dac Binary files /dev/null and b/.gitbook/assets/screenshot-from-2021-08-03-16-04-49.png differ diff --git a/about/terminology.md b/about/terminology.md index c9658f58..ea312ada 100644 --- a/about/terminology.md +++ b/about/terminology.md @@ -15,7 +15,7 @@ People are _individuals_. **They can form** _entities_ inside Open Collective, l ![](../.gitbook/assets/2%20%284%29%20%281%29.png) -### Individuals ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%282%29.png) +### Individuals ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%283%29.png) Human beings with names. An individual signs up to Open Collective with their email address. An individual can take on different roles throughout the platform. @@ -23,7 +23,7 @@ Human beings with names. An individual signs up to Open Collective with their em An [Organization](../financial-contributors/organizations/) represents a company or legal entity in the world, with a shared identity, bank account, credit card, and resources. This is often how Sponsors engage on the platform. -#### Organization Admins ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%289%29.png) +#### Organization Admins ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2810%29.png) Individual\(s\) who create and/or manage the Organization profile. They have rights to edit the settings of the Organization, set up financial contributions to Collectives, and set up gift cards, among other things. @@ -31,13 +31,13 @@ Individual\(s\) who create and/or manage the Organization profile. They have rig A [Fund](https://github.com/opencollective/documentation/tree/1b6b2a20534e35ca28433008c25dfde7a0e386fa/help/financial-contributors/organizations/funds/README.md), with a capital F, \(as opposed to a [Collective](terminology.md#user)\) is a streamlined, single payer process for supporters. A **Fund** is likely less interested in the 'social' & crowdfunding aspects of fundraising. This type of account will have a more simplified version of our dashboard for those who don't want all the extra features that group-organizing benefits from. -### Fiscal Hosts ![](../.gitbook/assets/fiscal-host%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29.png) +### Fiscal Hosts ![](../.gitbook/assets/fiscal-host%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29.png) A [Fiscal Host](../fiscal-hosts/fiscal-hosts.md) is a type of Organization. Fiscal hosting enables Collectives to transact financially without needing to legally incorporate. A fiscal host is a legal company or individual who holds a Collective’s funds in their bank account, and can generate invoices and receipts for Financial Contributors. You can think of a fiscal host as an umbrella organization for the Collectives in it. -#### **Fiscal Host Admin** ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%281%29.png) +#### **Fiscal Host Admin** ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2813%29.png) Individual\(s\) who create and/or manage the Fiscal Host are responsible for approving new Collectives who want to join the host and paying out expenses approved by Collective admins. @@ -47,11 +47,11 @@ Fiscal Host admins want tools and workflows to easily manage their tasks \(payin The primary entity most representative of the basis of our platform. A Collective represents a project or group that has a mission or purpose in the world, which they raise and spend funds transparently to achieve. -#### Core Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%284%29.png) +#### Core Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2814%29.png) Individuals who are major contributors and represent the Collective with their face on the Collective page as part of the team. -#### Collective Admins ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%285%29.png) +#### Collective Admins ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%284%29.png) A type of Core Contributor with additional permissions, so they can edit the Collective, change settings, approve expenses, make financial contributions to other Collectives, and receive messages from people trying to contact the Collective. @@ -61,7 +61,7 @@ Core Contributors want to make their communities sustainable financially, so rec Someone in charge of the financial records for the Collective. They have read access to all financial information \(receipts, invoices, etc\) bot not write access \(they can't approve or pay expenses\). -#### Event Attendee![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%288%29.png) +#### Event Attendee![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2812%29.png) Individuals who register to attend a Collective's event. They often arrive through a direct link provided by the event organizers. They want a smooth, hassle-free experience, clear information about the event, and ideally a pathway to stay in touch or become contributors. @@ -73,17 +73,17 @@ Individuals who register to attend a Collective's event. They often arrive throu > The word we will use for "someone who contributes to a project" is "contributor". The buttons on tiers will say "contribute". -![](../.gitbook/assets/7%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29.png) +![](../.gitbook/assets/7%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29.png) ## Financial Contributors -### **Organizational Financial Contributor** ![](../.gitbook/assets/about_terminology_organization_2019-07-09%20%281%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29.png) +### **Organizational Financial Contributor** ![](../.gitbook/assets/about_terminology_organization_2019-07-09%20%281%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29%20%281%29.png) A company that supports a Collective financially, often at a higher tier. This is often called sponsorship in practice but can go by other names depending on the Collective's context, such as base supporters, members, etc. Sponsors often represent companies with accounting and reporting needs. They may want brand exposure, access to or goodwill from a community, tangible benefits like support, or help with their recruiting efforts. -### **Individual Financial Contributor** ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%286%29.png) +### **Individual Financial Contributor** ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2815%29.png) Supports a Collective financially, with a repeating or one-off contribution. @@ -108,15 +108,15 @@ An individual who requests payment from the Collective's budget using the [expen ## Non-financial Contributors -### Fiscal Hosts ![](../.gitbook/assets/fiscal-host%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29.png) +### Fiscal Hosts ![](../.gitbook/assets/fiscal-host%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29.png) Supporting Collectives by providing the legal and financial infrastructure needed to accept money and make payments. -### Code Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%287%29.png) +### Code Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%281%29.png) An individual can contribute with code \(software\) to an open-source project with a Collective -### Service Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%283%29.png) +### Service Contributors ![](../.gitbook/assets/about_terminology_individual_2019-07-09%20%282%29%20%2816%29.png) An individual who contributes time or skills to a Collective's mission. diff --git a/collectives/osc-verification/README.md b/collectives/osc-verification/README.md index a362e8e7..86a23550 100644 --- a/collectives/osc-verification/README.md +++ b/collectives/osc-verification/README.md @@ -56,7 +56,7 @@ Depending on [the permission level](https://help.github.com/en/github/setting-up Use the search bar to filter repositories by name: -![](../../.gitbook/assets/fiscal-hosts_open-source-collective_search-bar-pick-a-repo_2019-10-28.gif) +![](../../.gitbook/assets/fiscal-hosts_open-source-collective_search-bar-pick-a-repo_2019-10-28%20%282%29.gif) ## Manual verification diff --git a/contributing/design/contribution-guidelines.md b/contributing/design/contribution-guidelines.md index 63b0774f..21c1b8e5 100644 --- a/contributing/design/contribution-guidelines.md +++ b/contributing/design/contribution-guidelines.md @@ -126,11 +126,11 @@ There are different ways to get in the loop of design-related tasks in GitHub: 1. [**Project Boards**](https://github.com/opencollective/opencollective/projects) -![](../../.gitbook/assets/7%20%281%29%20%281%29.png) +![](../../.gitbook/assets/7%20%281%29%20%282%29.png) 1. [**Searching for design labels in the complete issue list.**](https://github.com/opencollective/opencollective/issues?q=is%3Aopen+is%3Aissue+label%3Adesign) -![](../../.gitbook/assets/8%20%282%29.png)![](../../.gitbook/assets/9%20%281%29.png) +![](../../.gitbook/assets/8%20%282%29.png)![](../../.gitbook/assets/9%20%282%29.png) diff --git a/financial-contributors/receipts.md b/financial-contributors/receipts.md index c1240c48..aa969096 100644 --- a/financial-contributors/receipts.md +++ b/financial-contributors/receipts.md @@ -18,7 +18,7 @@ You should have received a receipt by email from Open Collective at the time of 2. Click on your name in the top right-hand corner. 3. Under **My Account** click on **Profile**. -![](../.gitbook/assets/financial_contributors_receipts_profile_2021-06-22.png) +![](../.gitbook/assets/financial_contributors_receipts_profile_2021-06-22%20%281%29%20%281%29.png) 4. Scroll down to 'Budget and click 'Contributions' @@ -28,11 +28,11 @@ You should have received a receipt by email from Open Collective at the time of 7. Use the Download Receipts to download all receipts from a specific time period. -![](../.gitbook/assets/financial_contributors_receipts_download_receipts_2021-06-22%20%283%29.gif) +![](../.gitbook/assets/financial_contributors_receipts_download_receipts_2021-06-22%20%283%29%20%283%29.gif) 6. Use the Search Function to find a specific transaction. -![](../.gitbook/assets/financial_contributiors_receipts_searc-h_2021-06-22%20%281%29.png) +![](../.gitbook/assets/financial_contributiors_receipts_searc-h_2021-06-22%20%282%29.png) 8. Once you've found the correct Transaction Click 'View Details'. diff --git a/fiscal-hosts/local-tax.md b/fiscal-hosts/local-tax.md index 30fd728a..5b1932c2 100644 --- a/fiscal-hosts/local-tax.md +++ b/fiscal-hosts/local-tax.md @@ -24,7 +24,7 @@ Once VAT is set up for a collective, we will start asking the country of residen If the host is the one supposed to collect VAT \(most common case\) then you can enable it by going to the Edit section \(`https://opencollective.com/{my_host}/edit`\) and set your country to a European country. The form will then ask for a VAT number. -![](../.gitbook/assets/image%20%2816%29.png) +![](../.gitbook/assets/image%20%2816%29%20%282%29%20%281%29.png) Your host is now ready to start accepting VAT. You still need to enable it on a per-collective basis by setting a country and a "VAT setting" for the collective on the collective edit page \(`https://opencollective.com/{the_collective}/edit`\). @@ -32,7 +32,7 @@ Your host is now ready to start accepting VAT. You still need to enable it on a If the collective has a VAT number and should be responsible for collecting VAT itself, you can enable that by following the exact same steps as before, except that you'll choose the option `Use my own VAT number` on the last step. -![](../.gitbook/assets/image%20%2816%29%20%281%29.png) +![](../.gitbook/assets/image%20%2816%29%20%282%29.png) ## GST \(New Zealand\) diff --git a/fiscal-hosts/virtual-cards.md b/fiscal-hosts/virtual-cards.md index b99c3205..2ff04010 100644 --- a/fiscal-hosts/virtual-cards.md +++ b/fiscal-hosts/virtual-cards.md @@ -1,7 +1,28 @@ # Virtual Card Settings +{% hint style="warning" %} +**This feature is currently in closed Beta test.** +{% endhint %} + Virtual cards can be offered to collectives through Hosts. Hosts create virtual cards using our provider [Privacy.com](https://privacy.com/) and assign them to a Collective. Anyone with access to that card can then use it to make payments on behalf of the Collective. When a payment is made an expense is automatically created for the Collective and the owner is notified to attach a receipt. Virtual Cards are particularly useful for recurring payments like hosting a website. +## Connecting to Privacy + +* Get the API Key from your Privacy.com account: + * Open a new tab and go to your [Privacy account settings](https://privacy.com/account). + * Click on "Enable API". + * Select "Production" environment. + * Enable Production Webhook and set the address to: `https://api.opencollective.com/webhooks/privacy` + * Copy your Production API Key for the next step. + +![](../.gitbook/assets/screenshot-from-2021-08-03-15-56-54.png) + +* Add your API key to your Collective settings: + * Open your Collective settings and open the "Sending Money" page. + * Paste your API Key in the "API Key" field and click on "Connect Privacy". + +![](../.gitbook/assets/screenshot-from-2021-08-03-16-04-49.png) + ## Accessing Virtual Card Settings To access your virtual card settings and policy select 'Virtual Cards' from your host profile settings page: @@ -12,10 +33,6 @@ To access your virtual card settings and policy select 'Virtual Cards' from your Hosts have complete control over when, how and to who they provide Virtual Cards. Hosts can define their own policy in the 'Virtual Card Policy Information' area. -## Automatically pausing and resuming virtual cards - -Toggle the 'automatically pause and resume cards' option to automatically pause virtual cards if there are any incomplete expenses. If a card has been paused Collectives will not be able to use the card to make purchases until a receipt has been attached to the previous expense by the assignee. This is a protective measure to prevent abuse. - ## Enabling users to request virtual cards It is possible to create and assign virtual cards to Collectives without enabling users to request them. @@ -32,13 +49,13 @@ Once you have created a card on [Privacy.com](https://privacy.com/) you can assi ![Assigning a Virtual Card](../.gitbook/assets/screenshot-2021-05-12-at-12.54.06.png) -Select a Collective then select a user who is responsible for this card. This user will be automatically added to expenses created when a purchase is made using this card and they will be notified and asked to provide an receipt. +Select a Collective then select a user who is responsible for this card. This user will be automatically added to expenses created when a purchase is made using this card and they will be notified and asked to provide a receipt. Click 'Save Card' to save the card to the Collective. ## Viewing Card details -You can view all cards assigned to Collectives from the Virtual Cards settings page. Here you can filter cards by status, merchant and Collective. +You can view all cards assigned to Collectives from the Virtual Cards settings page. Here you can filter cards by status, merchant, and Collective. ![Filter virtual cards by status, merchant or collective.](../.gitbook/assets/screenshot-2021-05-12-at-16.11.02.png) @@ -54,9 +71,7 @@ Virtual Card spending limits can be modified using Privacy.com. We do not provid If you need to make a change to initiative's card, please update to the correct amount in Privacy.com, and then contact us at [support@opencollective.com](mailto:support@opencollective.com) with a screenshot so that our team can make the adjustment on the platform. -## Pausing, resuming and deleting a card - -To pause a card select 'pause card' from the actions menu from the virtual cards page. Paused cards cannot be used to make payments, any recurring payments will also be paused. To resume a card select 'Unpause card' from the actions menu. To remove a card from the collective select 'Delete card' from the Actions menu. +## Pausing, resuming, and deleting a card -![Pause, resume and delete cards from the Action menu.](../.gitbook/assets/screenshot-2021-05-12-at-15.29.39.png) +Pausing, resuming, and deleting should be done through Privacy's dashboard. Don't worry about syncing the information to the platform, our work will take care of updating the card state or deleting the cards that were removed from your Privacy account every hour. diff --git a/internal/projects/maintainerati-berlin-2019.md b/internal/projects/maintainerati-berlin-2019.md index 2231de42..8dae0a63 100644 --- a/internal/projects/maintainerati-berlin-2019.md +++ b/internal/projects/maintainerati-berlin-2019.md @@ -12,7 +12,7 @@ Unfortunately you're not able to use these gift cards to give to Collectives in To see all the Collectives you can choose from, see the listing on the [Open Source Collective's host page](https://opencollective.com/opensourcecollective), or search for a project and look for the fiscal host underneath the title. -![](../../.gitbook/assets/screen-shot-2019-05-23-at-1.01.51-pm%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29%20%281%29.png) +![](../../.gitbook/assets/screen-shot-2019-05-23-at-1.01.51-pm%20%282%29%20%282%29%20%282%29%20%282%29%20%281%29.png) ## Will my gift card expire? diff --git a/internal/welcome-document.md b/internal/welcome-document.md index f8a31e05..4400aad9 100644 --- a/internal/welcome-document.md +++ b/internal/welcome-document.md @@ -1,12 +1,10 @@ ---- -description: >- - Below you’ll find information to help you get started. Please read carefully & - feel free to let us know if something isn’t clear enough or missing. You can - email Pia directly at [pia@opencollective.com](pia@opencollective.com). - # Welcome Document -### Index +description: >- Below you’ll find information to help you get started. Please read carefully & feel free to let us know if something isn’t clear enough or missing. You can email Pia directly at [pia@opencollective.com](https://github.com/opencollective/documentation/tree/15ced112abfcb2711748a7352f4cdbcff07092c2/internal/pia@opencollective.com). + +## Welcome Document + +#### Index Some of the information below is included in different parts of this documentation. The goal is to provide an easy Welcome Document with all the relevant information new Open Collective Team Members need to get started. @@ -22,13 +20,13 @@ Some of the information below is included in different parts of this documentati * [Engineering Collective](https://docs.opencollective.com/help/internal/welcome-document#engineering-collective) * [Checklist](https://docs.opencollective.com/help/internal/welcome-document#onboarding-checklist) -## The Open Collective Way +### The Open Collective Way -#### Mission +**Mission** We are on a mission to enable communities to be sustainable and fundraise in full transparency without having to create a legal entity to do it. -#### Values +**Values** Sustainability: We can’t achieve our mission unless we are sustainable doing it. We take a broad definition of sustainability as financial, collective and individual sustainability. @@ -38,7 +36,7 @@ Resilience \(people come and go\): A successful company survives its founders. W Transparency: Our[ data](https://drive.google.com/drive/u/1/folders/1OwRpuIehFQxRnJIRAksQ1Jd2xXZrhz5L) is public as well as[ our revenue numbers](https://docs.google.com/spreadsheets/u/1/d/1uNDoafJyI50o128tjV2HjJGrf8l4bGOorJdSL8qgPyk/edit?usp=drive_web&ouid=113376999794383062808), our investors update are regularly published[ in our medium](https://medium.com/open-collective) and our salary tiers are published here. -## Core Contributors Guidelines +### Core Contributors Guidelines Work in the open. It saves a lot of time. There should be little to no distinction between an internal and external contributor. @@ -68,9 +66,9 @@ You’re responsible for deploying what you develop It’s everyone’s responsibility to make sure we are all as autonomous as possible. -## Communication +### Communication -#### Slack +**Slack** We use [Slack](http://slack.opencollective.com) to communicate. Make sure you join the appropriate channels for your area \(\#engineering \#design \#internal-support \#support etc\) We try to have most conversations on open channels. We will invite you to the private Team channel which we use for internal conversations. @@ -89,7 +87,7 @@ Good Practices for Slack: * Use public channels by default * Thread replies for ease of flow -#### GitHub +**GitHub** Conversations about features, feedback, bugs, etc must be reported on GitHub. This allows us to properly track them. @@ -99,11 +97,11 @@ Bugs: We provide a template for bug reporting - Please follow up as much as poss Features: Features have a template that starts with the user. For example, As a Collective Admin I want to… -#### Freshdesk +**Freshdesk** We use Freshdesk to track user support requests. If you receive a support inquiry that can’t be solved immediately \(e.g. on Slack or email\), you can create a Freshdesk ticket for followup. You may be assigned support tickets that relate to projects you’re working on. -#### Weekly Calls +**Weekly Calls** Monday 330pm CEST / 930am EST: Weekly meeting: weekly planning, review of To Dos, numbers and open issues. This is the [document](https://docs.google.com/document/d/1tYVbaQyU1GMk53AfG-w6w60A9A_m6BXCY2zhbHdfNAE/edit) we use to track our weekly goals. @@ -115,7 +113,7 @@ Monday and Friday calls [are recorded](https://drive.google.com/open?id=1MKLkUbh Daily Calls: Tuesday-Thursday 3pm CEST / 9AM EST: daily standup. Rough account of what we are up to & blockers. -## Team Retreats +### Team Retreats We organize quarterly Team Retreats to bring the whole team together for 3-4 days. There is an expectation that everyone \(within reason\) participates. If you live very far away from where the retreat takes place, or it’s hard for you to travel we ask you to try to come at least once a year. @@ -125,7 +123,7 @@ We will cover expenses for you to join. Please submit the receipt of your travel You can find previous retreats docs [here](https://drive.google.com/drive/u/1/folders/1kJGsdlfQS5BjMsTwYEw0UdtHKs5ITU3i). -## Prioritization Framework +### Prioritization Framework To achieve that we use these questions to prioritize what gets done: @@ -138,7 +136,7 @@ To achieve that we use these questions to prioritize what gets done: * Is this already solved elsewhere, or is it our unique contribution? * Can we measure the success of this? -## Project Templates +### Project Templates All projects must have an owner, metrics, and a timeframe and must follow these guidelines: @@ -181,7 +179,7 @@ Metrics: * Way fewer issues with invoices \(fewer expense comments\) * Use of the new features \(ex batch expenses\) -## Leave +### Leave Vacations: @@ -193,7 +191,7 @@ Parental Leave: * 25 days paid \(your vacations\) * 6 months unpaid. Please note that we are a startup that is not sustainable yet and our situation might change but we will strive to pay you again after 6 months of parental unpaid leave. -## Expenses +### Expenses Open Collective will cover the following expenses: @@ -219,11 +217,11 @@ _Attention: Open Collective Inc._ _340 S. Lemon Ave. \#3717, Walnut, Ca. 91789, USA_ -## Design Collective +### Design Collective Coming Soon -## Engineering Collective +### Engineering Collective François \([francois@opencollective.com](mailto:francois@opencollective.com)\) is the director of the Engineering team. @@ -239,7 +237,7 @@ These are the [development contribution guides](https://docs.opencollective.com/ You can find RFCs folder [here](https://github.com/opencollective/opencollective/tree/main/rfcs). -## Onboarding checklist +### Onboarding checklist A current team member should set the new person up with the following as needed: