---
title: Portal Project Status — W.I. Masons (2026-04-03)
type: article
created: '2026-04-03'
updated: '2026-04-05'
source_docs:
- raw/2026-04-03-salesforce-call-quarraasymmetric-135253854.md
tags:
- wi-masons
- portal
- integrations
- stripe
- blocker
layer: 2
client_source: Wisconsin Masonic Foundation
industry_context: nonprofit
transferable: false
---

# Portal Project Status — W.I. Masons (2026-04-03)

## Overview

Mark Hope has initiated development of a standalone web portal for W.I. Masons to handle complex automations that are not feasible within their existing WordPress site. As of 2026-04-03, the project is **blocked** pending credentials from the client.

This was discussed during the [[wiki/meetings/2026-04-03-salesforce-call-quarra-asymmetric|2026-04-03 Salesforce Call]] with Lincoln Durham (Quarra) and the Asymmetric team.

---

## Portal Architecture

- **URL:** `portal.wimasons.foundation`
- **Approach:** Standalone portal (separate from the WordPress site). Lodge members will be redirected from the main site to this portal for login and self-service actions.
- **Rationale:** The automations required — including Stripe payment flows — are not practical to build on WordPress. A dedicated portal provides a cleaner, more maintainable foundation.
- **Scope:** Handles member login, action triggers, and outbound automations including Stripe payment processing.

---

## Current Status

**🔴 Blocked**

Development cannot proceed until the following credentials are received from the client:

| Credential | Source | Status |
|---|---|---|
| 9x database login | Client (Erica / Adam) | ⏳ Pending |
| Stripe API credentials | Adam | ⏳ Pending |

The 9x database is where W.I. Masons' member data lives; Mark needs access to pull that data into the portal. Stripe API credentials are required to wire up payment flows.

> "As soon as I get that stuff, I can continue. I'm kind of at a place now where I can't go any further." — Mark Hope

---

## Blocker History

- Karly emailed Erica (client contact) 2–3 days prior to this meeting requesting access — no response received.
- Mark has also sent emails requesting the necessary credentials.
- **Action assigned:** Karly to email Adam directly, noting that the project is now waiting on the client.

---

## Team Access

Mark will add **Karly Oykhman** and **Sebastian** to the portal project and schedule a walkthrough call so the team can orient themselves before contributing.

---

## Action Items

- [ ] Email Adam (W.I. Masons) requesting 9x database login and Stripe API credentials (@Karly Oykhman)
- [ ] Add Karly and Sebastian to the W.I. Masons portal project (@Mark Hope)
- [ ] Schedule a portal walkthrough call for Karly and Sebastian (@Mark Hope)

---

## Related

- [[wiki/clients/current/wi-masons/_index|W.I. Masons Client Index]]
- [[wiki/meetings/2026-04-03-salesforce-call-quarra-asymmetric|2026-04-03 Salesforce Call — Quarra/Asymmetric]]