Kavi Help CenterKaviŽ Members Help
| Chapter 62. Add a User | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Add a User tool allows administrators to add a new user to the Kavi Members database and grant appropriate web site access privileges to the user, depending on the user's purpose and the company with which the user is associated. A user can be added to the database by signing up online or else added manually by a company administrator or the organization adminstrator. The administrator adds information about the new user, including the user's company, personal and contact information, membership information and privacy preferences.
- Company
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Because users exist in the Kavi Member's system only in relation to a company, each user must be assigned a company. In organizations whose membership is based on individuals, individuals are associated with one or more abstract companies having the purpose of 'Company for Individual Members.'
This user's company must be selected from the list of available companies. If this user's company is not in the database, the company must be added before the user can be added.
- Purpose
Each user is assigned a purpose according to the way your organization tracks the user in the Kavi Members database. Kavi Members uses this purpose to determine how to display the forms that will guide you through the process of adding this user.
- Membership Info
Each user is assigned a purpose according to the way your organization tracks the user in the Kavi Members database. Kavi Members uses this purpose to determine how to display the forms that guide admins through the process of adding users.
Once a user is added to the database, the user has access to protected content and is allowed to edit personal information stored in the user's record in the database. The administrator may opt to send the user an automated email confirmation.
Retrieve and view a user's company, personal and membership information stored in the Kavi Members database.
Gain access to links to tools to manage this user's information.
Use the options displayed on the forms to add information about the new user.
Add information about this individual, including this user's purpose and company affiliation, plus personal and contact information.
Most options are self-explanatory, but those that may not be include:
- Purpose
This user's purpose. Depending on web site configuration, this can be 'Member', 'Nonmember', 'Staff or Administration' or 'Company Representative.'
- Company
Every user must be associated with a company.
- Personal Info
Enter the user's name and title information exactly the way it should appear on an address label. The name entered here will be printed on their company roster, in any KaviŽ Groups in which they participate, and on other dynamic lists.
- Contact Info
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Enter email and phone contact information.
Note
Depending on site configuration, an email address may not be required. However, unless a working primary email address is provided, the user will not be able to receive login information or other email notifications automatically.
- Preferences
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Available privacy preference options depend on your organizations policies and web site configuration.
The following options may be available:
- Receive Members Email
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If this is set to 'No, do NOT send general members email', this user will be unsubscribed from the Members@(your site domain.org) email list and can be excluded from any email sent using the 'Send Template-Based Email' tools. Administrators may also use this field to make decisions about what other kinds of communication to send to this user.
Note
This setting DOES NOT impact any other mailing lists or contact options on this site, including those in KaviŽ Groups.
- Privacy Option
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If set to 'Yes, share information', user information will be displayed on the roster.
If set to 'No, do NOT share information', this user's information or entire account can be hidden, depending on the site configuration. Selecting this setting has the following effects:
Removes (or partially hides) this user from a roster of people from the same company available to this company
Removes (or partially hides) this user from membership rosters and directories
In Kavi Groups, sets 'Display my address and phone number in addition to my name and email address' to 'No'
Select any memberships that will be held by this user. You may manually set a start date if you would like to override automatic processing of this membership. This page will be skipped if the purpose of this user is not 'member.'
Options:
- Membership
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Select the appropriate type of membership for this individual.
Important
Membership types and their associated roles govern user access and administrative rights to the protected areas of a site, so by assigning a membership to a user, you are also conferring a certain level of web site access privileges on this user. The default access type for general memberships is 'Member', which allows the user to edit their information and change their password. Additional access privileges can be assigned to this user on the 'Admin Info' step.
Each user can have one or many membership types.
- Start Date
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If you would like to override automatic processing of this membership, use this option to set the start date manually. You may set the start date in the past to retroactively add a preexisting membership, or you may set the start date in the future if the user has a membership of a type that should not start until some future date.
Important
If you want this membership to go through the usual membership process, including any billing or moderation, do NOT set the start date fields.
Use this page to assign any additional administrative or editorial access types required by this user; and opt to notify the user or administrators of this event by sending the user an email or adding an activity note to this user's record that can be read by other administrators.
Options:
- Administration Only
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Use this page to assign additional administrative or editorial access types required by this user.
- Company Contact Types
Assign company contact types to this user according to this user's relationship to the company. The default value is 'Employee', even if this organization is individual-based.
- Membership Access
This is a list of any access types this user may have already acquired through memberships.
- Kavi Edit Access
If this user requires access to KaviŽ Edit tools, assign one or more 'editor' access types.
- Administrative Access
If this user requires administrative access to the organization's web site, assign one or more 'admin' access types.
- Notes
- Notify User
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If set to 'Yes, send email', a welcome message will be sent to the user including login information for the protected part of the site. You will be taken to a page where you can view and edit the email before it is sent.
If set to 'No', no email will be sent, and the administrator will need to take further action to give the user login information.
- Activity Note
Add a note to this user's activity history. This note will be visible to administrators only, and can be viewed using the User Activity History tool.
This page is displayed if you have elected to send a welcoming email and login link to the user you have just added. Review the prefilled fields and enter missing information or edit as appropriate.
Fields:
- Template
The email notification template on which this email is based.
- To:
The user 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.
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| Part VIII. Kavi Members Admin Tools |  |
Chapter 63. Manage a User |