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236 lines
13 KiB
Markdown
236 lines
13 KiB
Markdown
# Community roles
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The following guidelines aim to keep the project vibrant and responsive,
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by ensuring a **smooth transition flow between community roles** —
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from newcomer to occasional contributor to regular contributor to maintainer.
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This way, the project should be able to adapt dynamically and flexibly
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to the natural variations in availability and interest of its contributors,
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improving long-term resilience, reducing the risk of burnout, and avoiding
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[single points of failure](https://en.wikipedia.org/wiki/Bus_factor).
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To this end, rather than _assigning_ roles and tasks to people,
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these guidelines aim to **recognize the work that people already do**.
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Everyone is encouraged to get involved
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and contribute to the project in whatever way they prefer,
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and we will strive to **get barriers out of the way** of these contributions.
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To ensure that these role-transitioning processes are
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straightforward, transparent, predictable, and impartial,
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the metrics used are objective, easy to check, and explicitly described below. (That's not to say they're hard-set rules:
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exceptions can always be considered through open community discussion.)
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> [!IMPORTANT]
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> It is required to have [two-factor authentication](https://github.com/settings/security) (2FA) enabled for your GitHub account to be added as an outside collaborator or a member of the tldr-pages organization.
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## When to change roles
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- **Regular contributors should be added as collaborators in the repository.**
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Specifically: once a contributor has had at least _5 non-trivial pull requests merged_
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(see `https://github.com/tldr-pages/tldr/commits?author=<username>`)
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on a repository under the tldr-pages organization,
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they should be invited to become
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a **collaborator** in that repository.
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This means they will be able to push commits to that repository,
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as well as merge PRs, label and close issues, among other things.
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- **Repository collaborators who regularly perform maintenance tasks should be added as organization members.**
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(Maintenance work means facilitating contributions by other people,
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which in this project typically consists of reviewing and/or merging PRs.)
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Specifically: once a repository collaborator has _merged at least 10 PRs_
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and submitted at least _5 non-trivial reviews to PRs_
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(see `https://github.com/tldr-pages/tldr/pulls?q=reviewed-by:<username>`),
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which can overlap with the 10 they merged themselves,
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they should be invited to become a
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[**member**](https://github.com/orgs/tldr-pages/people)
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of the tldr-pages organization.
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This means they will be able to
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push commits to all of the organization's repositories,
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merge PRs, label and close issues, among other things.
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> [!NOTE]
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> All members of the tldr-pages organization **must** make their membership public.
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- **Organization members who remain active for a while should become organization owners.**
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Specifically: members of the tldr-pages organization
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who remain _active for at least 6 months_
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(see [`MAINTAINERS.md`](MAINTAINERS.md#organization-members))
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should be invited to become an
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[**owner**](https://help.github.com/articles/permission-levels-for-an-organization/)
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of the tldr-pages organization.
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This means they will be able to add people to the organization,
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manage all the organization's repositories, configure integrations, etc.
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- **These roles are temporary, and that's OK.**
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People's interests and availability naturally change over time,
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so the project should regularly update the list of people in each role,
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to accurately reflect the active team managing the project
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(and to avoid conveying an undue sense of obligation
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on people whose priorities have shifted.)
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Specifically: If an organization member becomes _inactive for over 6 months_,
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their membership status should be equally deactivated.
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(They should nevertheless remain as collaborators
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in the repositories on which they have been active in the past.)
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Again, this is merely a reflection
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of their actual involvement with the project,
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not a demotion or punishment.
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Indeed, if they return to active participation in the project,
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they should be added back to the organization, to reflect that fact.
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## How to change roles
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> [!NOTE]
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> This section is aimed at owners in the tldr-pages organization
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> (i.e. the group of people who can perform these changes).
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If you notice a contributor being particularly active,
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review their recent contributions to check whether a role transition is due,
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according to the criteria defined in the previous section.
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If a role change is warranted, **open a new issue proposing that role change**,
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using one of the template messages below as a base.
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### Adding new collaborators
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1. Open an issue with the following message template (edit it as appropriate):
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```md
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Hi, @username! You seem to be enjoying contributing to the tldr-pages project.
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You now have had five distinct pull requests [merged](<!-- REPLACE THIS WITH THE LINKS TO THE RELEVANT PRs -->)!
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That qualifies you to become a collaborator in this repository, as explained in our [community roles documentation](https://github.com/tldr-pages/tldr/blob/main/COMMUNITY-ROLES.md).
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As a collaborator, you will have commit access to the repository.
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That means you can merge pull requests, label and close issues, and perform various other maintenance tasks that are needed here and there.
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Of course, all of this is voluntary — you're welcome to contribute to the project in whatever ways suit your liking.
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If you do decide to start performing maintenance tasks, though, we only ask you to get familiar with the [maintainer's guide](https://github.com/tldr-pages/tldr/blob/main/contributing-guides/maintainers-guide.md).
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So, what do you say? Can we add you as a collaborator?
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Either way, thanks for all your work so far!
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> [!NOTE]
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> It is required to have [two-factor authentication](https://github.com/settings/security) (2FA) enabled for your GitHub account to be added as a collaborator to the tldr-pages/tldr repository.
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```
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2. Once they acknowledge the message and if they accept the invitation,
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go to <https://github.com/tldr-pages/tldr/settings/collaboration>
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and add them to the repository as a collaborator with write permissions.
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3. Suggest them to open a PR adding their name to the "Repository collaborators" section
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in [MAINTAINERS.md](MAINTAINERS.md#repository-collaborators) file.
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Make sure to include `Closes #<issue number>` in the PR description.
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The issue will then be automatically closed once the PR gets merged.
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### Adding new organization members
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1. Open an issue with the following message template (edit it as appropriate):
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```md
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Hi, @username! After joining as a collaborator in the repository, you have been regularly performing [maintenance tasks](<!-- REPLACE THIS WITH THE LINKS TO THE RELEVANT ISSUES AND/OR PRs -->).
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Thank you for that!
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According to our [community roles documentation](https://github.com/tldr-pages/tldr/blob/main/COMMUNITY-ROLES.md), you've now met the thresholds to be effectively considered an active maintainer of the project.
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To publicly acknowledge that fact, we'd like to add you to the tldr-pages organization.
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If you accept the invitation, we ask you to make your membership public and (in case you don't already) start hanging out in our [Matrix chat room](https://matrix.to/#/#tldr-pages:matrix.org).
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Additionally, consider subscribing to the notifications from the various repositories under the [tldr-pages organization](https://github.com/tldr-pages).
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As one of the public faces of the tldr-pages project, it's also especially important that you follow and encourage the [project
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governance principles](https://github.com/tldr-pages/tldr/blob/main/GOVERNANCE.md).
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How does that sound? Are you up for it?
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```
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2. Once they acknowledge the message and if they accept the invitation,
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go to <https://github.com/orgs/tldr-pages/people>
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and add them to the organization as a member.
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3. Suggest them to open a PR moving their name to the "Organization members" section
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in [MAINTAINERS.md](MAINTAINERS.md#organization-members) file.
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Make sure to include `Closes #<issue number>` in the PR description.
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The issue will then be automatically closed once the PR gets merged.
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### Adding new organization owners
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1. Open an issue with the following message template (edit it as appropriate):
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```md
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Hi, @username! You've been an active tldr-pages organization member for over 6 months.
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Thanks for sticking around this far and helping out!
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According to our [community roles documentation](https://github.com/tldr-pages/tldr/blob/main/COMMUNITY-ROLES.md), you're now eligible to become an owner in the organization.
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That means you will, from now on, be part of the team responsible for performing role changes (like this one!) in the community.
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When performing such role transitions, make sure to follow the process described in the [COMMUNITY-ROLES.md](https://github.com/tldr-pages/tldr/blob/main/COMMUNITY-ROLES.md) document.
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Is that OK with you? Let us know!
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Either way, thanks so much for all the work you've done so far. You rock!
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```
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2. Once they acknowledge the message and if they accept the invitation,
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go to https://github.com/orgs/tldr-pages/people
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and change their role from "member" to "owner".
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3. Suggest them to open a PR moving their name to the "Organization owners" section
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in [MAINTAINERS.md](MAINTAINERS.md#organization-owners) file.
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Make sure to include `Closes #<issue number>` in the PR description.
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The issue will then be automatically closed once the PR gets merged.
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### Removing inactive organization members
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1. Open an issue with the following message template (edit it as appropriate):
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```md
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Hi, @username! As you know, our [community roles documentation](https://github.com/tldr-pages/tldr/blob/main/COMMUNITY-ROLES.md) defines processes for keeping the list of organization members in sync with the actual maintenance team.
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Since you haven't been active in the project for a while now, we'll be relieving you from the maintainer responsibilities.
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In practice, not much will change on your side, since you'll remain a collaborator in the repos you have been active in.
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That means **you will keep the ability to commit, merge PRs, label and close issues, etc.**, whenever you feel so inclined.
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If you don't, that's all right too!
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Every bit of work you already did for the tldr-pages project was a voluntary gift of your time to this community, which is deeply appreciated.
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Your efforts have contributed to a project which helps hundreds of people every day — be proud of it!
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And of course, you're welcome back anytime as an active maintainer, if you so choose — in which case, just let us know and we'll re-add you to the organization, in accordance with the principles of our governance guidelines.
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In any case, we wish you the best of luck in your new endeavors!
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```
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2. Once they acknowledge the message (or after two weeks without any reaction),
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go to <https://github.com/orgs/tldr-pages/people>, click the gear icon in their row,
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and select the "Convert to outside collaborator" menu entry.
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3. Open a PR moving their name to the "Past organization members" section
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in [MAINTAINERS.md](MAINTAINERS.md).
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Make sure to include `Closes #<issue number>` in the PR description.
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The issue will then be automatically closed once the PR is merged.
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## Who can change roles
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Any member of the community can (and is encouraged to) propose role changes
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by following the process outlined [above](#how-to-change-roles).
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[Owners of the tldr-pages organization](MAINTAINERS.md#organization-owners)
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can then perform the actual role changes.
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## CODEOWNERS
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The [`.github/CODEOWNERS` file](https://github.com/tldr-pages/tldr/blob/main/.github/CODEOWNERS) allows contributors with write access to the [tldr-pages/tldr repository](https://github.com/tldr-pages/tldr)
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to get automatic review request notifications for given files and directories.
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If they wish to, contributors can open a pull request to add themselves to this file as desired.
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Example uses include (but are not limited to):
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- Contributors who speak a specific language and want to assist with reviewing translations in those specific languages.
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- Contributors with specific expertise who wish to review pull requests for specific platforms.
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- Contributors interested in reviewing [client specification](https://github.com/tldr-pages/tldr/blob/main/CLIENT-SPECIFICATION.md) updates.
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> [!NOTE]
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> This mechanism is purely for automatic review requests for PRs and doesn't grant collaborators additional copyright over the code-owned files. View the [LICENSE](https://github.com/tldr-pages/tldr/blob/main/LICENSE.md) file for more information.
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