Kavi Help CenterKavi® Members Help
| Chapter 73. Change User Status | ||
|---|---|---|
 |
Part VIII. Kavi Members Admin Tools | 
|
Table of Contents
The Change User Status tool allows administrators to change a user's membership status by activating or inactivating the membership. This is a quick way to deny a user access to the members-only area temporarily, or restore access to a deactivated user. Use this tool when you want to keep a user's information intact.
When you deactivate a user's membership, you deny that user access to the protected areas of the site. The user's personal information, workgroup affiliations and password are retained in the database, but the user can no longer access protected information.
Note
When deactivating a user, be sure you are familiar with your organization's privacy policy. If the policy requires all information of users who have left the organization to be permanently deleted, use the Delete a User tool.
To restore access to a deactivated user, simply reactivate the user's membership.
Activate an inactive user to restore this user's access to your organization's web site.
Deactivate an active user to deny this user's access to the web site.
Search for a user or set of users by setting any or all of the optional fields to refine the search criteria. To view all available users, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show users that match all search criteria.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Options
- Name or Email
-
Enter a full or partial value for the first name, last name, username or email address of the user or group of users whose information you want to view, or leave this field blank to see all users who meet your search criteria. To increase the number of potential matches, expand the search by entering a partial value in this field and consider leaving other search fields set to the default values. To reduce the number of potential matches, provide more complete values in this field and consider setting other fields to further restrict the search.
Because the Kavi Members search functionality can perform partial matches, it is flexible and can serve many purposes. Here are a few examples:
Want to find all users who share an email domain? Enter just the domain portion of the email address.
Unable to find a user by name or email address? Perhaps it has been misspelled. Enter the first few letters of the name or email address and try the search again.
Not sure if the person for whom you are searching is named Dan Johnson or John Danson? You could enter 'Dan'—or 'John'—to find this individual.
- Company
Set this value to search for users by the company with which they are associated. The default is 'Any Company.'
- Current Status
Set this value to search for users with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive users.
- User Type
Set this value to search for users who have a specific user type. If set to the default value, 'All User Types', the search results will not be restricted by type.
- Purpose
Set this value to search for users who have a specific type of purpose. This can be 'Company Representative', 'Individual Member', 'Nonmember' or 'Staff or Administration'. If set to the default value, 'Any Purpose', the search results will not be restricted by purpose.
Review the user's information to confirm that this is the user you wish to activate or deactivate. Depending on the type of action to be performed, either 'Activate User' or 'Deactivate User' will appear in the bar at the top of the page. If this is the correct user, set the 'Notification' options as desired to notify the user of the status change or add a note to the user's record for administrative purposes, then click the Activate or Deactivate button at the bottom of the page.
Review user information:
Most fields are similar to the labels seen on Kavi Members pages, but those that may not be are:
- Status
This value is either 'active' or 'inactive', and indicates whether the user has access privileges to protected areas of the site.
- Primary Email Address
This user's primary email address. This is the address under which the user will appear on lists and rosters. If this organization enforces accepted domains, this will be a company email address.
- Secondary Email Address
This user's alternate email address, if this organization supports the use of secondary email addresses.
- User Types
A list of any user types assigned to this user.
- Company Administration and Contact Types
A list of any company administration and contact types assigned to this user.
- Memberships
The membership history of the user, assuming this is an individual-based organization.
- Memberships
-
The membership history of the user, assuming this is an individual-based organization.
The following fields are displayed:
- Type
The name of the membership type.
- Membership State
The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).
- Term
The term of this membership, as defined by the date the membership became effective and the date it will end. If this is a lifetime membership, the second value in the pair will be 'Lifetime', rather than a specific date.
- State
The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).
- Active Date
The date the user first became 'active.'
Notification Options:
- Notify User of Change
-
Select 'Yes' if you would like to send the user an email based on the 'User Activated Email' or 'User Deactivated Email' email templates.
Note
To review and customize these email messages, use the Manage Templates tool.
Required.
- Preferences
-
This user's privacy preference settings.
Depending on web site configuration, the following fields may be displayed:
- Receive Members Email
-
If set to 'Yes, send general members email' this user will be sent all the usual members email. If set to 'No, do NOT send general members email', this user will be unsubscribed from the Members@(your site domain.org) email list and may be excluded from email sent through the 'Send Template-Based Email' tools.
Note
Administrators may also use this field to make decisions about what other kinds of communications to send to this user. This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
- Privacy Option
-
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 the company roster. This roster is only available to other users who belong to the same company and to administrators. The kinds of information that are hidden depends on organization policy and site configuration.
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'.
Note
Administrators may use this field to make decisions about whether this user should be displayed in other places that are unique to this site.
- Activity Note
-
Add an activity note to the record of this status change event. This note will appear in the user's activity history.
Optional.
You've just changed this user's status! Click Change Another if you have more users whose status you would like to change.
|
|
 |
|
| Chapter 72. Change Username and Password |  |
Chapter 74. Add User Activity Record |