Custom roles and permissions system - 3. Synthesize

Here is the notes from our third meeting:
(working pad)

Design Process for Roles Feature

Meeting #3

Date: 2024-10-15 on Karrot
Facilitator: Nathalie
Minutes: all
Participants: Nathalie, Nick, Bruno

Opening

  • Check in
  • ADMIN
    • attendance
    • duration: shortened, maybe quarter past…
    • information?
    • next meeting: none planned

Consent to agenda

Discussion Points

  • look at timeline
    • this as last meeting of sketches
    • next step would be prototyping
  • nlnet milestones reminder
    • Design the mechanism in detail, and seek feedback (€ 1500)
    • Develop custom roles feature (€ 2000)
    • Develop permissions system (€ 2000)
    • Documentation for custom roles and permissions (€ 1000)
  • review sketches and have an open discussion/ decide on best ideas
    • Excalidraw Excalidraw | Hand-drawn look & feel • Collaborative • Secure
    • Link: Custom roles and permissions system - 2. Sketches
    • where are you at now?
      • Nathalie:
        • takeaway from last time, making it understandable perhaps the hardest part
        • maybe the feature can be something to help groups orientate in their own group
        • to help members understand their own group better
        • focusing on showing roles within group
        • have been thinking more about visually appealing things
        • thinking more about how to display the roles, rather than just a list
        • thinking less about permissions, maybe even omitting it, open question there
        • in SoFa have been looking at software to draw organisaation maps
        • have been using kumu, diagram to show circles, force-directed-graph, quite like this
          • shows circles and linking, not really roles though, stopped at circle level
          • like colourfulness, equal sized circles, and that you can play with it
        • now using peerdom
          • has nested circles
          • more functionality to see roles within circles, and can zoom within circles, see profiles of people
          • sizing of the circles is odd, look and software not so great to use, and quite expensive
      • Bruno:
        • most useful thing: custom roles. who has role, custom name, in language of group
        • like custom activities
        • that’ll already make a difference
          1. making visible roles and mechanism to get role 2) play with permissions
        • not that interested in display/ org chart, nice to have feature
        • average groups on karrot not that big…
        • more time on sketches
        • like visibilty of roles on profile (badge)
      • Nick:
        • represent roles people have in group already
        • display is interesting
        • what can you see when you apply? e.g. showing structure
        • members page probably a good place to star
        • fun and playful ways to represent it
        • resilience web
        • is the display just a play tool?
        • map rather then hierachical list, liked that sketch
        • how to get roles?
        • currenty: if ‘editor’, then xxx
        • seperate permissions into pieces on a code level
        • still editor has all
        • over time, permissions can be assigned to roles
        • editors could assign permissions to roles
        • someone can just assign roles who has permission to assign roles
        • definition of role useful, or give another name
        • role as a flexible tool, also for circles, teams, subgroup, working group, store team
        • make a decision about what we mean
        • what would groups like to create? board, moderation team
        • ‘seeking volunteers’ and filter option, set as check-box
      • Nathalie:
        • appreciate the idea of doing changes on the code level, preparing flexibility, but not nercesaily enabling it right away, to enable permissions work in the future
        • hesitation as permission-thing might need more time
        • sense of an emerging vision around the display of roles
        • questioning the moving part of the display, how much playfulness?
        • having nice colours, equal circles
        • need to think more about how to get the roles
      • Bruno:
        • good thought about roles/teams/subgroups
        • tricky to define the concepts
        • maybe when you create a role, have a way to communicate between people who have the role, and from the outside, we didn’t do sketches for this
        • like starting with permissions by using editor role, then opening up the possiblity to disperse the editing rights into different roles
        • in general groups have people that take the lead as community caretakers, maybe we can work on this concept - power user of karrot, those who go deep into how karrot works and doing the setup, power user can go into editing mode
        • nice to connect the permissions to the existing features, perhaps do a rough mapping of the groups and which kind of roles they have
        • confused about the whole thing too :confused:
        • have been thinking about which kind of software is useful for organising - instead of software that is very specific in it’s mechanism, maybe best approach is keeping things simple/flexible as possible, instead of thinking of all the use case and how groups organise and different problems, etc. leading to very sophisticated system, maybe waste of time? … but does get quite complicated
        • deep dive for certain people, and easy on the surface level for others
      • Nick:
        • reminds me of progressive interface idea
        • hard to get away from complexity
        • prototyping mind, low or high fidelity
        • get clarity around teams and subgroups
        • places are sub-groups
  • thinking of timelines, and relating to coming to bristol/bath

Action items

  • some stuff [Nathalie]

Closing Ceremony

  • checkout

next up is for me to come up with a proposal/ mockup and present it to you :slight_smile:

Meeting #4

Date: 2025-01-21 on Karrot
Participants: Bruno, Nathalie, Nick

Opening

  • Check in

Notes

(written on 2025-01-23 from Nathalie’s hand-written notes)

  • Nathalie showing penpot design iteration
    • introducing group roles and trust roles
    • Penpot - Design Freedom for Teams
    • Premise: no permissions without trust
    • wondering if ‘giving trust’ is a unique and revolutionary software feature and not wanting to lose our identity
  • Reactions
    • likes display of editor role
    • ‘manage types’ as one permission (for activities, place and statuses)
    • member role as another trust role, used when ‘anyone’ is chosen in participant types
    • listen to requests from groups
    • many don’t understand current trust system
      • use it more as a ‘like’
      • what are the thresholds
    • question of trust and scale: what works in a small group (everyone is editor) doesn’t work in a larger group
    • there could be an option ‘trust’ in the assignment category
    • ‘trust for role’ is what we currently use, also with the approved role
    • thinking about different stages/ ways how to operate
      • A: editor-based mode
      • B: distributed permissions
      • how to get from A to B?
      • how do we describe B?
      • maybe not the same pathway for every group, a way to describe different modes
    • chance to investigate how groups operate
      • how do social norms play out
    • editor as the default template
    • make all roles based on trust
      • giving trust in a context
    • sanctions and privacy (restricted)
      • default permission in editor role?
      • could be a problem
      • don’t include from beginning, groups could add later
    • doing too much?
      • showing roles as key
    • keeping it (roles and permissions) separate, leave as system roles
    • thinking about the number/ ways of assignments
    • possible strategy: wrap up showing roles, tackle permissions later
    • maybe the above premise is not what we want
    • objections at this point?
      • roles being in places
        • only makes sense if there is a General place or groups use it that way (some don’t)
        • allow group-wide roles, could be either group or place
      • naming of ‘map’
        • org chart? don’t like that either. But confusing with map that shows places
      • have a good decision on strategy about group and trust roles

Closing Ceremony

  • checkout

Thoughts from different conversations (Nathalie)

Conversation with Eszter and Bruno #5

  • ‘Map’ and ‘Roles’ are two views of the same things - could be icons?
  • simple implementation first
    • must have/ need to be
    • cut it down and put in place
  • complexity of software
    • review of complexity
    • simplify
    • could be a focus later on
  • What does a Newcomer need to see?
  • generally: a bit confused about whole group and places and where roles are
  • would still object to have roles in places only

Conversation with Nick #6

  • What is the governance space of a group? Is everyone in the governance space? How can you enter? Who are the outer spacies?
  • In the beginning: whole group is governance space, later on might not be true any longer
  • example Karrot Team & Feedback: only team members make decisions (governance)
  • example Foodsaving: are foodsavers (doing pick-ups only) part of governance space?
  • example sociocracy: ‘governance space’ is everyone in a socicoratic circle, there could be a space to be part of the organisation but not joining a circle (=different types of membership, governance member and member of the organisation)
  • debt in the software: places are not designed to be used for governance, but as representations of local places (e.g. store, garden, etc.). Still used for that purpose, e.g. having a ‘general’ place or board or even creating a place type ‘circle’. → could be an own design process: how to embed the governance structure in the software
  • question of scaling: how to grow the ‘governance space’
  • coming back to roles: create the role from the ‘governance space’ but allow it be in the context of a place. So it’s role + context + role holder

Treffen #7

Datum: 07.02.2025
Teilnehmende: Daniel, Nathalie

Feedback von Daniel

  • Editor etc: gut diese Rollen sichtbar zu machen
  • Anzahl nicht verstecken in ‘advanced options’, default ist 1
  • optionale Felder verstecken in ‘advanced options’
  • ‘advanced settings’ könnten auch als switch realisiert werden
  • Rollen im Profil darstellen: einfache Liste
  • bei den Rollen Icon auswählen
  • Möglichkeit alle Rolleninhaber:innen anschreiben
  • in Luxembourg wird schon das Textfeld eines Ortes genutzt, um Rolle sichtbar zu machen
    • z.B. Cooperation Managers: @daniel
  • Platzhalter anstatt Plus beim Hinzufügen von neuen Roleninhaber:innen (ähnlich zu Slots beio Aktivitäten)
  • auf dem Profil: sehen mit wem eine Rolle zusammen gehalten wird?
  • sich selber auf Rollen hinzufügen? würde funktionieren
  • Rolle verlassen?
    • Selbst austragen erscheint auch sinnvoll
    • sanktionen würde gehen, sonst editor-Rechte (oder beides)
  • Berechtigung und rollen? Gut extra zu betrachten!
  • Allgemeines Feedback?
    • Feature würde uns helfen! Vor allem der Eintrag im Profil und beim Ort
    • gute Sichtbarkeit von Rollen
    • vllt. könnten ‘place types’ genutzt werden, um bestimmte Orte mit Rollen zu versehen. Wie sieht es aus, wenn einer neuer Ort hinzugefügt wird?

Don’t know if I posted that before, but here is my WIP ‘glossary’

Main wall: Overarching communication board for the whole group
Members: List of people that are in the group and additional information about them (active, editor)
Place: Space for a subset of people to organise either bound to a physical place or as a virtual area
Place Types: Specifies place, if wanted, based on self-choosen categories
Place Statues: Allows to set a custom status for each place
Activites: People meet in a synchronised way, doing what the activy is about. Activities are located within Places.
Activity Types: Different scenarios what an activity can be (pick-up, meeting, event, coworking,…)
Participant Types: A responsibilty or task a person takes in the context and for the duration of an activity. You need to be part of the activity.
Role: A responsibility which is associated with a person that overspans acitvities. Or a way to represent characteristics of members. Roles can be associated with places.

Soooo!

This is the final version of the design! (you should end up on a profile page, best to enable “Show interactions” in the top menu)

as presented and reached consent on 2025-02-11

Thanks to everyone who participated :tada: