[Para] (Dev to verify) Email when I'm added as staff

[tam-janice]

As a Para who has been assigned a benchmark, I want to informed that I've been added to a CM's staff list

AC

Given the para is ready to login
When they search for any email from Compass
Then they will find a link to login

Nice to have:
Given the CM has assigned a benchmark to a para
When the benchmark is assigned
Then an email is sent to the para to inform them

Question

• In this email, do we give instructions to the para on how to access compass?

Notes

• Paras are already informed via email when they are added as staff on the CM's caseload (need to double check)

[thomhickey]

hi @tam-janice so this is the email that's currently sent:

subject: "Para-professional email confirmation",
text: "Email confirmation",
html: `<p>Dear ${first_name},</p><p>Welcome to the data collection team for SFUSD.EDU!</p><p>I am writing to invite you to join our data collection efforts for our students. We are using an online platform called <strong>Project Compass</strong> to track and monitor student progress, and your participation is crucial to the success of this initiative.</p><p>To access Project Compass and begin collecting data, please follow these steps:</p><ul><li>Go to the website: (<a href="https://staging.compassiep.com/">https://staging.compassiep.com/</a>)</li> <li>Login using your provided username and password</li><li>Once logged in, navigate to the dashboard where you would see the student goals page</li></ul><p>By clicking on the <strong>data collection</strong> button, you will be directed to the instructions outlining the necessary steps for data collection. Simply follow the provided instructions and enter the required data points accurately.</p><p>If you encounter any difficulties or have any questions, please feel free to reach out to me. I am here to assist you throughout the process and ensure a smooth data collection experience. Your dedication and contribution will make a meaningful impact on our students' educational journeys.</p><p>Thank you,</p><p>${caseManagerName}<br>Case Manager</p>`,

These instructions don't match the flow you showed from Niko as well as being wrong about login I think because the para will be using their sfusd.edu credentials to login to compass. Or maybe I'm misunderstanding what 'provided username and password' means? Anyway, feel free to send me any updates you want to make to these instructions.

Lastly, it's sent via gmail and as I stated before and @francisli confirmed, there's a bit to do if we want these emails to be reliably delivered to sfusd.edu email inboxes. Francis has done this before, so he knows the steps (district IT will need to be involved) and indicated he will start working on them. For now we can use what's there for demo/POC purposes.

[tam-janice]

Thanks @thomhickey. I'll make an update to the email content