Kavi Help CenterKaviŽ Members Help
| Chapter 8. Access | ||
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Part I. Kavi Members Concepts | 
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Table of Contents
Types, including company types, user types, and company administration and contact types, are used to categorize and group users and companies in a way that makes it easy to send email and tailor content for targeted groups. They are also used to help assign web site access. Types can be assigned manually by an administrator or automatically when users and companies acquire memberships. Each type may be associated with one or more roles. The roles associated with these types are granted to users when they or their company are assigned a type, and determine the user's access to web pages and tools.
User, company and company administration and contact types are split into four categories based on level of access and the way in which the type can be assigned: general types assigned explicitly through membership, general types assigned outside membership for additional classification purposes, editor access types used to grant Kavi Edit access to specific areas of the web site, and administrative access types used to grant privileged access to manage the organization's data and processes.
Figure 8.1. How User Types and Company Administration and Contact Types are Displayed
The screenshot shows types being assigned to an individual member. The membership classification was assigned automatically when the individual received membership. Other types will be assigned by the administrator as needed.
The type category determines how and where a type will appear on a form. When adding a new type, choose the appropriate category for that type.
Type Categories:
- General
A type used to indicate categories of users and companies within the organization and to grant access to specially protected content. General types will appear in the type reports by default, can be granted automatically when a membership goes current, and can be automatically assigned to new users or companies when they're added to the database. General types may also be manually assigned by administrators when adding or editing a user or company.
- General: Only Assigned Through Membership
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These types serve the same needs as other general types, only differing in how they are assigned. These types are automatically assigned to members when they acquire their membership. Because these types are directly tied to membership, they are bound by the rules governing membership and cannot be assigned independently of membership.
For example, a Board type may be assigned to companies automatically when they acquire Board membership. A company with the Board type can be listed as a Board company on rosters and directories, and will receive any other benefits of Board membership automatically. Because the Board type should only be given to companies who acquire a Board membership, it is not available to be assigned in any other way.
- Editor
An access type used to grant web content editing privileges to the user, e.g., Editor, News Area Editor. Editor types are used to assign editing privileges to different sections of the web site using KaviŽ Edit. Editor types cannot be assigned automatically with membership and aren't available to be copied on scheduled email notices.
- Admin
An access type used to grant administrative privileges to the user, e.g., Organization Admin, Report Admin. Admin access types are used to separate the organization staff from regular organization members. Admin types will appear on forms that allow you to schedule email to administration, such as when setting up the Company Membership Email Notifications Schedules. Admin types cannot be assigned automatically with membership.
User types, company types, and company administration and contact types are created by Kavi Members when it is first installed to support all the normal operations of a members-only Web site. Other applications will also create any types they need to use when they are installed. For example, KaviŽ Showcase creates a Showcase Moderator admin access type that can be assigned to a person specifically in charge of approving materials for the public products showcase.
You cannot delete most of these default types because the web site relies on them to operate correctly. However, these types can be renamed and new types can be added as needed.
Default User Types
- Member
The Member type grants access to the members-only area, giving users the role of "member". These users can update their account information and password. Member is a general access type assigned through membership.
- Organization Editor
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Organization Editor access is given to the person in charge of keeping the Web site content up to date.
An access type used to grant Kavi Edit access and administration privileges. Organization Editors can create and assign new editor types using administrative tools in Kavi Edit and can designate which editor type a user needs to be able to edit a particular section of the Web site. Organization Editors do not necessarily have members-only access. Organization Editor is an editor access type.
- Report Admin
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Report Admin access is given to people who need to generate reports about the organization's membership but who should not be allowed to edit user or company data directly.
The Report Admin access type grants access to the members-only area and Reports Home page, giving users the role of "report_admin". These users have all the privileges of the Member access type plus the ability to mine and download data from the Kavi Members databases. Report Admin is an admin access type.
- Organization Admin
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Organization Admin is the access type given to the primary person or people in charge of the Web site. Organization Admins have access to manage not only Kavi Members data, but also data from all of the other Kavi applications installed on the Web site.
The Organization Admin access type grants access to the members-only area, Reports Home page, and Admin Home page, giving users the role of "org_admin". These users have all the privileges of the Member access type, the Report Admin access type and the ability to manage data in all the Kavi applications on the Web site. Organization Admin is an admin access type.
- Super Admin
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Super Admin is the access type given to Kavi support staff and highly trained administrators. Super Admins have access to the configuration tools for Kavi Members and all the other Kavi applications installed on the Web site. Because application configuration can be quite complex and has a significant impact on how well the Web site supports an organization's mission and business rules, Super Admin can only be granted by Kavi support staff or another Super Admin.
The Super Admin access type grants access to the members-only area, Reports Home page, and Admin Home page, giving users the role of "super_admin". These users have all the privileges of the Member access type, the Report Admin access type, the Organization Admin access type, and the ability to reconfigure all the Kavi applications on the Web site. Super Admin is an admin access type.
Default Company Types
- Member
The Member type grants access to the members-only area, giving users from a company of this type the role of "member". These users can update their account information and password. Member is a general type.
Email notifications about changes to a company's membership or the addition of new company representatives can be sent to only those company representatives with certain company administration and contact types. By default, Kavi Members supplies the company administration and contact types outlined below. Other Kavi applications may also create company administration and contact types when they are installed. For example, installing KaviŽ Billing will automatically create a Billing Contact type that can be assigned to users when they are added or edited.
You cannot delete most of these default company administration and contact types because the Web site relies on them to operate correctly. However, these types can be renamed and new types can be added as needed.
Default Company Administration and Contact Types
- Employee
Each user is required to have at least one company contact type. The company contact type is used by Kavi Members to figure out with which company each user belongs. Employee is the default type, and creates this tie between a company and its users without granting any special privileges.
- Admin
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The Admin company administration type is assigned to users in charge of keeping the company's information and roster up-to-date.
Admins for a company can edit the company's online information and can manage other users from the company, including deleting these users. The Admin company administration type gives users the "comp_admin" role.
- Primary Contact
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The Primary Contact company administration type is assigned to users who are the first line of contact for a company and who can keep the company's information and roster up-to-date. When sending email about a company's account, Kavi Members and other Kavi applications will automatically send this email to the Primary Contact.
Primary Contacts for a company can edit the company's online information and can manage other users from the company, including deleting these users. The Primary Contact company administration type gives users the "comp_admin" role.
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| Chapter 7. Membership |  |
Chapter 9. Roles |