Kavi Help CenterKavi® Members Help
| Chapter 77. Edit a Company | ||
|---|---|---|
 |
Part VIII. Kavi Members Admin Tools | 
|
Table of Contents
The Edit a Company tool allows administrators to edit information for an existing company, including company contact information and privacy options.
Note
This tool is not used to edit a company's memberships. If this is what you would like to do, return to the Membership section of the Manage a Company page.
Edit information for a company that already exists in the Kavi Members database.
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.
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
- 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.
This page allows you to edit general information about the company, including purpose, name and address, and privacy preferences. Most options are self-explanatory.
Options that may not be self-explanatory include:
- Purpose
This company's purpose. This can include 'Member Company', 'Nonmember' or 'Staff or Administration'. If this is a mixed or individual-based organization, the list of purposes will also include 'Company for Individual Members.' 'Nonmember' will only appear if this organization is configured to track nonmembers.
- Company Name
Enter the company's full name as it should be printed on a roster or a mailing label.
- Company URL
Enter the full, official URL for this company, including the prefix http:// (e.g., http://www.example.com).
- Preferences
-
Depending on organization policies, these privacy options may or may not be displayed.
- Privacy Option
-
This option controls whether a Company Roster will be available for this company.
Note
This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
If set to 'Yes, share information', a roster of this company's users will be available on the Company Roster page.
If set to 'No, do NOT share information', a roster of this company's users will not be available on the Company Roster page.
- Show on Signup
-
This option controls whether the company will or will not be displayed on the Company Representative Signup form.
If set to 'Yes, show on signup', this company will be displayed in the pulldown list that company representatives use to select their company.
If set to 'No, do NOT show on signup', this company will not be displayed in the pulldown list that company representatives use to select their company.
Depending on site configuration and the purpose of the company you are adding, the options may include:
- Administration-Only — General Access
Use this section if you wish to assign any access types to this company in addition to those granted by any memberships this company holds.
- Company Representative Signup
- Show on Signup form
Select whether this company is to be included in the companies listed on the Company Representative Signup form.
- Accepted Email Domains
-
Enter a complete set of accepted domains for this company. A company's email domain is based on the domain of the company's URL, and appears in company email addresses following the @ symbol (e.g., username@example.com). The list of accepted domains provided by a company should include all the domains that may be used by users signing up as company representatives. Users whose domains are not included in this list will not be able to signup until the domain is added. In domain matching, subdomains such as 'research.example.com' match 'example.com', so as long as 'example.com' is on the list of accepted domains, it is not necessary to include subdomains.
For more information, see Accepted Email Domains in the
- Notes
- 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.
This page is displayed if you have elected to send a welcoming email and login link to the company you have just added. Review the prefilled fields and enter missing information or edit as appropriate.
Fields:
- Template
The email notification template on which this email is based.
- To:
The user(s) to whom this email will be sent.
- Cc:
A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.
- From
An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.
- Subject
The text that will appear on the subject line of the email.
- Body
The body of the email to be sent to the user.
|
|
 |
|
| Chapter 76. Manage a Company |  |
Chapter 78. Edit a Company |