Options that may not be self-explanatory include:

Purpose

This company's purpose. This can include 'Member Company', 'Nonmember' or 'Staff or Administration'. If this is a mixed or individual-based organization, the list of purposes will also include 'Company for Individual Members.' 'Nonmember' will only appear if this organization is configured to track nonmembers.

Company Name

Enter the company's full name as it should be printed on a roster or a mailing label.

Company URL

Enter the full, official URL for this company, including the prefix http:// (e.g., http://www.example.com).

Preferences

Depending on organization policies, these privacy options may or may not be displayed.

Privacy Option

This option controls whether a Company Roster will be available for this company.

Note

This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.

• If set to 'Yes, share information', a roster of this company's users will be available on the Company Roster page.

• If set to 'No, do NOT share information', a roster of this company's users will not be available on the Company Roster page.

Show on Signup

This option controls whether the company will or will not be displayed on the Company Representative Signup form.

• If set to 'Yes, show on signup', this company will be displayed in the pulldown list that company representatives use to select their company.

• If set to 'No, do NOT show on signup', this company will not be displayed in the pulldown list that company representatives use to select their company.

Options:

Primary Contact

Add the first and last name of the primary contact person for this company. Depending on the configuration of your organization's web site, primary email address, work phone and fax number may not be required fields. Since this information can prove useful, be sure to add this information if it is available.

Membership Type

Select one or more membership types for this company.

Start Date

Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.

Depending on site configuration and the purpose of the company you are adding, the options may include:

Administration-Only – Membership Access

Use this section if you wish to assign any access types to this company in addition to those granted by any memberships this company holds.

Company Representative Signup

Show on Signup form

Select whether this company is to be included in the companies listed on the Company Representative Signup form.

Accepted Email Domains

Enter a complete set of accepted domains for this company. A company's email domain is based on the domain of the company's URL, and appears in company email addresses following the @ symbol (e.g., username@example.com). The list of accepted domains provided by a company should include all the domains that may be used by users signing up as company representatives. Users whose domains are not included in this list will not be able to signup until the domain is added. In domain matching, subdomains such as 'research.example.com' match 'example.com', so as long as 'example.com' is on the list of accepted domains, it is not necessary to include subdomains.

For more information, see Accepted Email Domains in the

Notes

Notify Company

Use this option to specify whether an email notification should be sent or not.

Activity Note

Add a note to this company's record. This note will be visible to administrators only, and can be viewed using the Company Activity History tool.

Fields:

Template

The email notification template on which this email is based.

To:

The user(s) to whom this email will be sent.

Cc:

A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.

From

An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.

Subject

The text that will appear on the subject line of the email.

Body

The body of the email to be sent to the user.