Kavi® Members Help

Chapter 65. Edit a User

Overview

The version of the Edit a User tool available through the Manage a Company Representative Application and Manage an Individual Membership Application tools allows administrators to edit a user's information in the Kavi® Members pending applications database, including the user's company, personal and contact information, and privacy preferences.

Use the Edit a User page to:

Edit a pending user's company, personal and membership information stored in the pending applications database.

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How to use the Edit a User tool

Edit

Information about this user currently stored in the pending applications database is displayed. Edit the information as desired and click Save.

Most options are self-explanatory, but those that may not be include:

Company

Every user must be associated with a company.

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.

Contact Info

Enter email and phone contact information.

Note

Depending on site configuration, an email address may not be required. However, unless a working primary email address is provided, the user will not be able to receive login information or other email notifications automatically.

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

You have just edited this user's information and the changes have already been committed to the pending applications database!

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