Kavi® Members Help

Chapter 20. Company Representative Signup

Overview

The Company Signup page allows company employees to get an account for members-only access to the web site through their company's membership. The account signup process may require agreement with the organization's terms and conditions, you may be required to use a company email address and your application may be sent through moderation. When you have completed the application form, a status page will display the current status of your membership application and any information or directions you need to know to understand the next steps in the application process. Once your application is submitted and your account goes current, you will receive further instructions on how to login via email. If your application is submitted to a moderator for approval, you will receive your approval notice and login link via email.

Use the Company Representative Signup page to:

Get an account for members-only access through your company's membership.

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How to Signup for a Company Representative Account

Terms and Conditions

The terms and conditions for obtaining membership with the organization may be displayed. Read them carefully and accept or reject them by clicking on the appropriate buttons. If you accept the terms, the membership form will be displayed so you can continue the signup process. If you do not accept the terms, you will not be able to apply for membership through the online signup process.

Personal Info

The company representative application form is displayed. Select your company, then enter personal and contact information, and your privacy preferences. When you are done, click Submit Application.

Remember that your company needs to have a current membership in the organization for you to receive an account.

Many of these fields are self-explanatory, those that may not be include:

Company

Application forms vary. Depending on your organization, a list may be displayed so you can select your company and you may also be provided with the option of typing in your company name if it is not in the list. If a list or text box is not displayed, this organization automatically matches you with your company based on your email address. Be sure you enter your company email address in the 'Primary Email Address' field. Remember that your company needs to have a current membership in the organization for you to receive an account.

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 Kavi® Groups in which they participate, and on other dynamic lists.

Primary Email Address

Enter the email address where you will receive your login link and other member emails. Make sure you enter a correct email address since login instructions will be sent to that address when your account becomes current.

Note

Many organizations enforce accepted domains for the primary email address, in which case you will be required to use a company-issued email address. If you encounter problems entering your email address and your company's membership is current, it is possible that the domain of your email address does not match any domain on the list of accepted domains. Doublecheck the email address you have entered. If you are sure it is correct, send an email to the address listed in the error message.

Preferences

Available privacy preference options depend on your organizations policies and web site configuration.

The following options may be available:

Receive Members Email

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 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 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'

Done

When you have completed the application form, a status page will display the current status of your membership application and provide you with any information or directions you need in order to understand the next steps in the application process. Once your application is submitted and your account goes current, you will receive further instructions on how to login via email. If your application is submitted to a moderator for approval, you will receive your approval notice and login link via email. Once you login, you will be able to edit your personal and contact information and privacy preferences.

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