Kavi Help CenterKavi® Members Help
| Chapter 85. Change Company Status | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Change Company Status tool allows administrators to change a company's membership status by activating or inactivating the membership. This is a quick way to deny a company access to the members-only area temporarily, or restore access to a deactivated company. Use this tool when you want to keep a company's information intact.
When you deactivate a company's membership, you deny that company access to the protected areas of the site. The company's personal information, workgroup affiliations and password are retained in the database, but the company can no longer access protected information.
Note
When deactivating a company, be sure you are familiar with your organization's privacy policy. If the policy requires all information of companies who have left the organization to be permanently deleted, use the Delete a company tool.
To restore access to a deactivated company, simply reactivate the company's membership.
Activate an inactive company to restore this company's access to your organization's web site.
Deactivate an active company to deny this company access to the web site.
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.
Information for the company's you have selected is displayd. Review this information to confirm that this is the company you wish to activate or deactivate.
Depending on the company's status, either 'Activate company' or 'Deactivate company' will appear in the bar at the top of the page. If this is the correct company, set the 'Notification' options as desired to notify the company of the status change or add a note to the company's record for administrative purposes, then click the Activate or Deactivate button at the bottom of the page.
Review company information:
Most fields are similar to the labels seen on Kavi Members pages, but those that may not be include:
- Current Status
This value is either 'active' or 'inactive', and indicates whether the company has access privileges to protected areas of the site.
- Preferences – Privacy Option
The privacy settings for this company.
- Memberships
A list of this company's memberships and the state and term of these memberships.
- Users from this Company
A list of users whose status will be affected by this change in company status.
- Notification
- Notify company of Change
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Select 'Yes' if you would like to send the company an email based on the 'company Activated Email' or 'company Deactivated Email' email templates.
Note
To review and customize these email messages, use the Manage Templates tool.
- 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.
You've just changed this company's status! Click Change Another if you have another company whose status you would like to change.
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| Chapter 84. Replace a Company Membership |  |
Chapter 86. Add Company Activity Record |