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Addition: Canva processes page #74

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Sep 13, 2024
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103 changes: 103 additions & 0 deletions organization/canva.md
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# pyOpenSci uses Canva as a shared graphic platform

pyOpenSci has a nonprofit Pro license for [Canva](https://www.canva.com/), and uses the platform for:
* Asset creation
* Diagramming
* Creative strategy work

Canva is an online graphic design platform that provides tools that make creating social media graphics, presentations, and videos easy. One of the many benefits of using Canva as a nonprofit is their copyright ownership of designs, as outlined in [Canva's Content License Agreement](https://www.canva.com/policies/content-license-agreement/). With the Pro license, pyOpenSci can use a wide range of pre-created images, illustrations, effects, and templates.

## pyOpenSci assets and brand content

The majority of pyOpenSci's graphic content (assets) are created and stored in Canva; we also use Canva to maintain our brand template, which includes logos, such as the pyOpenSci flower, and the pyOpenSci color palette and typeface guides.

```{figure} /images/canva-images/pyos-flowers.png
:alt: A series of four purple flower logos on grey backgrounds arranged in a single row. At the top of the collection is the text 'Logos', and underneath it is the text 'Assets(4).' From left to right, the logos include a dark purple logo with three petals above the word pyOpenSci. The 'O' in pyOpenSci is the center of the flower. The second image from the left is a four-petaled flower, with the text py and then an S in the shape of a snake inside an O. The text comes in from the left. The flower petals surround the O. The next image is identical to the second from the left, but is in a lighter shade of purple. The final image is the pyOpenSci flower, which has five petals and an open center. This logo is in light purple.

A screenshot of the pyOpenSci flower logos in Canva.
```

```{figure} /images/canva-images/pyos-color-palette.png
:alt: This is a series of color samples comprising the pyOpenSci color palette, which includes six equally-sized circles arranged in a single row. At the top of the image is the text 'Color palette.' The circles contain the following colors, with the corresponding hex code written beneath them: dark purple #33205C, medium purple #735FAB, light purple #BAB3D4, cream #F6F0DC, pink #BB92B0, and green #81C0AA.

A screenshot of the pyOpenSci color palette in Canva.
```

## Project organization within Canva

Any Canva graphics you create are, by default, owned by your personal pyOpenSci Canva account. To ensure that the pyOpenSci team has access to all pyOpenSci graphics, share any graphics you create with the pyopensci-canva-team. To share a graphic:

click the 'Share' button in the top right,
select pyopensci-canva-team from the Collaboration Link dropdown.
Once the above steps are complete, the entire team can access your graphic.

```{figure} /images/canva-images/canva-share.png
:alt: This image is comprised primarily of text, which reads left-to-right, top-to-bottom. In the top right there are three buttons: a small graph for analytics, a button to 'Publish as Brand Template', and a 'Share' button. When the Share button is clicked, the resulting menu has text that reads 'Share this design.' Beneath that is 'People with access' and a hyper-linked Edit button. Beneath that is a text box, where individuals can be added. Beneath that are a series of circles, which are icons for all of the individuals who currently have access to a given Canva project. Then there is text that reads 'Collaboration link,' below which is a dropdown menu on the left, and permissions on the right. The dropdown options are: Only people added can access (Only people with access to the design can use this link.), pyopensci-canva-team (Anyone from pyopensci-canva-team can access the design using this link), Anyone with the link (Anyone can access the design using this link. No sign in required.) In this screenshot, the pyopensci-canva-team is selected, and the permissions are set to 'Can edit.'

A screenshot of how to share with the pyopensci-canva-team in Canva.
```

Once you have shared your Canva project, all pyOpenSci-canva-team members can access it from the Projects menu on the Canva home page. The project can then be added to the appropriate folder on the home page. As of this writing, pyOpenSci uses the following folders:

* pyopensci-website
* proposal-graphics
* pyOS branding
* meeting-social-graphics
* talk-graphics
* peer-review-packaging
* pyos-pillars-website
* pyos-logo-mission-programs-graphics
* pyos-social
* memes
* pyOS blog
* pyOS events
* event-graphics
* open-science
* content-strategy

You can create additional folders in Canva to keep assets organized and easy to find. If you have questions about folder organization and naming, discuss them with pyOpenSci staff in a Slack group message.

### Pages within a Canva project

Canva allows you to create over 1,000 pages in a single project. However, storing this many pages in a single project will make it challenging to find graphics in the future. Instead,
Try to keep the number of pages for a project between 5 and 10
Use an expressive naming schema to clarify when two (or more) projects are related.
Also, use expressive naming principles for each page in a Canva project. Using expressive names for pages is particularly important for website images. When you download each page, the name of the output image will be the page's name. If the graphic is used for the website, ideally, the name of the page is the same as the graphic is called on our website. That graphic's name contributes to SEO (search engine optimization); choose words accordingly.

## Canva permissions and access

Currently, the only individuals with access to the pyOpenSci Canva account are staff members, members of the pyOpenSci advisory council, and our graphic designer. However, pyOpenSci may choose to add more people to our Canva team in the future. If you'd like to add someone to the Canva team, start a group DM message with pyOpenSci staff.

:::{note}
The current Administrator and owner of the Canva organization is the pyOpenSci Executive Director.
:::

## How to add new members to Canva

To add someone to Canva,

click on the "Invite members" text in the bottom left of the homepage,
enter the individual's email address, and
choose the correct level of access (Administrator, Brand Designer, or Member).

By default, add any new member with "Member" level permissions. If you are unsure about the permission level for a new Canva member, then you can ask the pyOS staff in a Slack DM. The permissions for each level are:

* Administrator: Can manage the entire team, its content, and Brand
* Brand Designer: Can manage Brand Kits and Brand Templates
* Member: Can only access team designs and folders

## Staff membership on Canva

When a staff member leaves pyOpenSci, open a discussion with the core team about whether someone should remove them from the pyOpenSci Canva account.

To remove someone from Canva:
Click on the Settings wheel from within Canva, and
Navigate to the People section of the **pyopensci-canva-team** menu on the left.
Click the arrow next to an individual's Team role and select "Remove from team."

Only account Owners and Administrators can remove a user from the pyOpenSci Canva organization.


:::{todo}
This page should link to offboarding, and off boarding for Canva should be included on that page.
:::
7 changes: 5 additions & 2 deletions organization/index.md
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# Organization

In this section we will add organizational processes.
:::{toctree}
:hidden:
:caption: Canva

Canva <canva>

:::{toctree}
:hidden:
:caption: Internal Documentation

Google Drive <internal-documentation>
:::
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