KaviŪ Members Help

Chapter 108. Change Company Purpose

Overview

The Change Company Purpose tool is used to change the purpose of a company already in the KaviŪ Members database.

Important

Changing a company's purpose may have far-reaching effects, depending on your site's configuration. Since membership eligibility is linked to company purpose, the company's membership status may change, and since users are dependent on companies, the purpose of all the company's users will be changed to match the new purpose of the company. Information about the effects of the change of purpose will be displayed on the 'Preview' step, so you can preview this information before committing your changes.

Use the Change Company Purpose page to:

Change an existing company's purpose.

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How to use the Change Company Purpose tool

Search

Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. To view all available companies, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show companies that match all search criteria.

Options

Company

Enter a full or partial value for the company name. The default is 'Any Company'.

Current Status

Set this value to search for companies with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive companies.

Purpose

Set this value to search for companies with a specific purpose: 'Member Company', 'Company for Individual Members', 'Nonmember' or 'Staff or Administration'. If set to the default, 'Any Purpose', the search results will not be restricted by purpose.

Company Type

Set this value to search for companies with this specific type, or use the default value 'All Company Types' to retrieve all types of companies.

Select

Select the company whose purpose you want to change.

Change Purpose

The name and current purpose of the company you selected is displayed. If this is the company whose purpose you want to change, select the new purpose from the list and click Preview to preview the consequences of this change.

Preview

The company name, current purpose and the new purpose you selected are displayed, along with a list of other changes that will occur in Kavi Members as a result of this change of purpose. Be sure to review the information in the 'What Will Happen' field before clicking Save to commit these changes to the Kavi Members database.

Done

You've just changed this company's purpose!

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