Kavi Help CenterKavi® Members Help
| Chapter 82. Edit a Company Membership | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Edit a Company Membership tool allows administrators to reset start and expiration dates for an existing company membership and indicate the company's intention to renew or not. You may opt to suppress email notification if you wish.
Note
Membership information and links to manage memberships will be available if:
Membership is 'on' and configured for this site
This individual's or company's purpose is set to 'Member'
Manually override a company membership's start or expiration dates.
Add information about whether the company intends to renew this membership or not.
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.
Search for a membership or set of memberships by setting any or all of the optional fields to refine the search criteria. To view all available memberships, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show memberships that match all search criteria.
Options
- Company
Enter a full or partial value for the company name. The default is 'Any Company'.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership State
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Set this value to search for a particular membership state. If set to the default value, 'Any Membership State', the results will not be restricted by membership state.
The membership state may be one of the following default values:
- Pending Bill Payment
Select this membership state to find memberships that are pending because the membership fee has not yet been paid. This option only applies to fee-based membership types on sites where Kavi® Billing is installed.
- Pending Moderation
Select this membership state to find memberships awaiting moderation. This option only applies to moderated membership types.
- Pending Start Date
Select this membership state to find approved memberships that are awaiting their start dates.
- Pending Prerequisites
Select this membership state to find memberships that are on hold due to pending prerequisites.
- Current
Select this setting if you want to find current memberships.
- Expired
Select this setting if you want only expired memberships to be displayed.
- Archived
Select this setting if you only want to view memberships that have been archived.
- Denied
Select this setting if you only want to see memberships that have been denied.
- Start Date
Set these fields to search for memberships by start date. Select whether you want to search for memberships where the start date occurs on, before, or after the date you set.
- Expiration Date
Set these fields to search for memberships by expiration date. Select whether you want to search for memberships where the expiration date occurs on, before, or after the date you set.
The company name and membership information is displayed for you to review. If this is the company membership you wish to edit, reset the start or expiration dates to manually override the term, or set the renewal information. You may optionally suppress email notification of these changes.
- Term
The 'Start Date' and 'Expiration Date' currently assigned to this membership are displayed. Reset one or both of these fields if you wish to manually override these dates.
- Renewal Information
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The renewal information for this membership is displayed, including the status of other memberships in the series (e.g., Archived, Pending).
If you would like to add information about the company's intention to renew this membership, use the pulldown list in the 'Renewal Intention' field and select one of the values (e.g., 'Undeclared', 'Intending to renew', 'Not intending to renew') and add a comment if you wish. This comment will be displayed in this company's activity record, which can only be viewed by administrators.
Note
Automated email renewal notifications will not be sent for memberships that have been designated as not intending to renew.
- Automated Notifications
To prevent any automated email notification from being sent to this company, set this option to 'Yes, suppress email notifications.' If you would like automated email notification to be sent, leave this set to the default value 'No, do NOT suppress email notifications.'
When you are done with your edits, click Preview to have your edits displayed for you to review.
Information about this company membership is displayed for you to review. If you are satisfied with your edits, click Save to commit the changes to the Kavi Members database.
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| Chapter 81. Delete a Company Membership |  |
Chapter 83. Renew a Company Membership |