Kavi Help CenterKaviŪ Members Help
| Chapter 38. Manage Memberships | ||
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Part V. Kavi Members Company Tools | 
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Table of Contents
The Manage Memberships tool is used to review information about current or pending memberships and renew available memberships (if KaviŪ Members automated signup features are enabled on this site and this is a renewable type of membership). Certain membership rules are enforced, which affects the way available memberships are displayed for renewal.
Available memberships and membership renewal eligibility rules
The general organization of membership renewal information displayed in this tool is based on the membership renewal workflow, but which available membership types are displayed depends on membership renewal eligibility as determined by the organization's membership rules. The following items briefly describe ways in which the application of these rules governs membership type display.
- How available memberships are displayed, Since membership renewals are based on current memberships, these are displayed first. Other available membership types are displayed on the second step.
- Current memberships
On the Available Memberships step, current and pending memberships are displayed. If a current membership is eligible to be renewed, a link to renew this membership will be displayed. Click this link to designate this as a membership you wish to renew, and you will be taken to a form where you can elect whether to renew this membership with another membership of the same type, or, if the organization's rules allow it, renew the old membership with a new type of membership.
- Other available membership types
All other types of eligible memberships are displayed on the Choose Memberships step. These may include other primary membership types (if concurrent primary memberships are allowed by the organization's membership rules) and secondary memberships for which a prerequisite membership is current. See the following section for more information on this topic.
- Membership type renewal eligibility and state
- Current memberships
A current membership will be eligible for renewal unless it has already been renewed (i.e., a new membership designated as a renewal membership is pending), or the availability of the membership is otherwise restricted (e.g., the availability date is set so that the type is not available for renewal at this time).
- Pending memberships
Pending memberships are not eligible for renewal. Pending memberships are not actual memberships, but are requests that may or may not become a full-fledged membership (i.e., a current membership) at some point in the future.
- Membership renewal rules for primary versus secondary membership types
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Important
Each organization has unique set of membership rules and site configuration varies accordingly. The rules described here apply only to organizations with a tiered membership structure.
Primary membership are required before one can acquire a secondary membership for which the primary membership has been designated as a prerequisite.
A secondary membership is a membership that cannot be acquired until one has acquired whichever kind of primary memberships have been designated as a prerequisite.
Primary versus secondary memberships
- Primary memberships
If a primary membership is eligible to be renewed, a link to renew that membership will be displayed on the first page of the form.
- Secondary memberships
Available secondary memberships may be displayed on either the first or second page of the form. A pending or current membership will be displayed on the first page. Other types of available memberships will be displayed on the second page.
Access your company's membership information.
Renew a company membership.
The first page of the form displays current and pending memberships. Review information about any current and pending memberships for your company and renew available memberships. As described previously, if a current membership is eligible for renewal and automated signup features are enabled on this site, a select button will appear in the 'Renew' column and you may select the membership you wish to renew by clicking this option. If you have selected a membership type you wish to renew or simply wish to proceed to the list of all available membership types, click the Renew button.
Note
You may change the order in which memberships are displayed by clicking on any underlined column heading.
- Membership Type
The type of membership.
- Membership State
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The state of this membership. This may be current, or any one of a number of pending states.
Possible values:
- Current
A membership in the current state is in effect at this time. See the 'Term' field if you wish to know the start or expiration dates for this membership.
- Pending Bill Payment
A membership in this state is pending because the membership fee has not yet been paid. This only applies to fee-based membership types on sites where KaviŪ Billing is installed.
- Pending Moderation
A membership in this state is pending because it is awaiting moderation. This only applies to moderated membership types.
- Pending Start Date
A membership in this state is pending because it is awaiting its start date.
- Pending Prerequisites
A membership in this state is pending because all the necessary prerequisites have not yet been fulfilled.
- Term
The term of this membership runs from a specific start date to a specific end date.
- Renew
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If a membership is available for renewal, a select button will be displayed in this field. Click this button to select a membership you would like to renew, or proceed to the next step to see all membership types available to you. When you are ready to proceed to the next step, click Renew.
If the select button is not displayed, it indicates that this membership is not eligible for renewal through Kavi Members. This may happen if the membership has already been renewed, possibly with a membership that is in a pending state.
A list of all membership types available for renewal is displayed if signup features are enabled for this site. If you selected a membership to renew on the previous step, information about that membership will be displayed in the 'Existing Membership' field, and the same type will be preselected. Select any desired memberships, or de-select a prefilled type if the new membership is to be of a different type, and click Next.
Depending on the rules for this type of membership, you may be taken directly to the Membership Status page, or there may be other parts of the process to be completed first. See the following section on Membership Status for more information on using the Membership Status page and tracking the status of your memberships.
If there are other steps that the membership must go through before it can become current, this information will be provided. This may include steps that require no action on your part, such as moderation, or you may be taken to forms or provided with instructions on how to complete these steps, which may include billing, terms and conditions, or other prerequisites such as forms that must be downloaded and submitted. Descriptions of two of the most common steps follow.
If there is a fee associated with the membership, you could see links to view the invoice and pay the bill, or you may be asked to pay a membership fee before the status page is displayed. After paying the bill, you can go to the status page.
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.
On the Membership Status page, all the memberships that you selected will be displayed along with the membership status. Depending on the organization's membership rules, a membership may be current at this point, or in one of the pending states. The 'What Happens Next' section will provide any instructions you need to follow to complete the process.
Pending states
- Pending moderation
could be pending moderation in which case the organization would review your application and make a decision based on it. You may be informed of the decision by email or you could return to this status page later (by bookmarking it now) to learn the outcome of the moderation. If your application gets approved, you can return to the status page to view further instructions.
- Pending billing
If there is a fee associated with the membership, you could see links to view the invoice and pay the bill, or you may be asked to pay a membership fee before the status page is displayed. After paying the bill, you can go to the status page.
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| Chapter 37. Company Roster |  |
Part VI. Kavi Members Directories and Rosters |