Kavi® Members Help

Kavi® Members Help

Table of Contents

I. Kavi Members Concepts

1. Users and Companies
2. Integration with other Applications
3. Privacy Policies
4. Logging
5. Activation, User Status, and Deletion
6. The Purpose Field
7. Membership
8. Access
9. Roles
10. Member and Company Representative Signup
11. Setting Up Membership Types
12. Using Membership Type Groups to Set Business Rules
13. Membership Workflow
14. Membership Renewal
15. Scheduling Email Notifications
16. Issuing Membership Bills
17. Accepted Email Domains
18. Rosters and Directories

II. Kavi Members FAQ

19. Kavi Members FAQ

III. Kavi Members Publicly Accessible Tools

20. Company Representative Signup
21. Company Membership Application
22. Individual Membership Application
23. Membership Status
24. Membership Renewal
25. Membership Renewal Form
26. Password Help
27. New Password Form

IV. Kavi Members User Tools

28. Edit Your Account
29. Change Password
30. Manage Memberships
31. Company Rosters

V. Kavi Members Company Tools

32. Edit a Company
33. Add a User
34. Edit a User
35. Delete a User
36. User Activity History
37. Company Roster
38. Manage Memberships

VI. Kavi Members Directories and Rosters

39. Limit Companies for Rosters and Directories
40. Limit Users for Rosters and Directories
41. Configure Company Directory
42. Configure User Directory
43. Configure Roster
44. Manage Status for Rosters and Directories
45. Edit Text for Rosters and Directories

VII. Kavi Members Reports

46. User Data Report
47. User Addresses
48. Individual Membership Report
49. Company Data Report
50. Company Addresses
51. Company Membership Report
52. User Activity History
53. User Activity Log
54. Company Activity History
55. Company Activity Log
56. Full Activity Log
57. Companies Over Time Graph
58. Users Over Time Graph
59. Users and Companies by Type Graph
60. Membership Expiration Over Time Graph
61. Membership by Type Graph

VIII. Kavi Members Admin Tools

62. Add a User
63. Manage a User
64. Edit a User
65. Edit a User
66. Delete a User
67. Add an Individual Membership
68. Delete an Individual Membership
69. Edit an Individual Membership
70. Renew an Individual Membership
71. Replace an Individual Membership
72. Change Username and Password
73. Change User Status
74. Add User Activity Record
75. Add a Company
76. Manage a Company
77. Edit a Company
78. Edit a Company
79. Delete a Company
80. Add a Company Membership
81. Delete a Company Membership
82. Edit a Company Membership
83. Renew a Company Membership
84. Replace a Company Membership
85. Change Company Status
86. Add Company Activity Record
87. Company Representative Applications
88. Manage a Company Representative Application
89. Individual Membership Applications
90. Manage an Individual Membership Application
91. Company Membership Applications
92. Manage a Company Membership Application
93. Send Simple Email
94. Send Template Blast to Users
95. Send Template Blast to Company Representatives
96. Manage Templates
97. Add Template
98. Edit Template
99. Delete Template
100. View Email Notification Schedules

IX. Kavi Members Super Admin Tools

101. Set Organizational Properties
102. Configure Privacy Options
103. Manage Activity Types
104. Configure Kavi Members: All Options
105. Delete Logs
106. Upload Data
107. Generate Login Keys
108. Change Company Purpose
109. Manage Company Membership Types
110. Add Company Membership Type
111. Edit Company Membership Type
112. Delete Company Membership Type
113. Manage Company Membership Type Groups
114. Add Company Membership Type Group
115. Edit Company Membership Type Group
116. Delete Company Membership Type Group
117. Manage Individual Membership Types
118. Add Individual Membership Type
119. Edit an Individual Membership Type
120. Delete Individual Membership Type
121. Manage Individual Membership Type Groups
122. Add Individual Membership Type Group
123. Edit Individual Membership Type Group
124. Delete Individual Membership Type Group
125. Manage Roles
126. Add a Role
127. Edit a Role
128. Delete a Role
129. Manage User Types
130. Add a User Type
131. Edit a User Type
132. Delete a User Type
133. Manage Company Types
134. Add a Company Type
135. Edit a Company Type
136. Delete a Company Type
137. Manage Company Administration and Contact Types
138. Add a Company Administration and Contact Type
139. Edit a Company Administration and Contact Type
140. Delete a Company Administration and Contact Type
141. Configure Global Signup and Renewal Options
142. Configure Company Signup and Renewal Options
143. Manage Company Membership Email Notifications
144. Add Company Membership Email Notification
145. Edit Company Membership Email Notification
146. Delete Company Membership Email Notification
147. Configure Individual Signup and Renewal Options
148. Manage Individual Membership Email Notifications
149. Add Individual Membership Email Notification
150. Edit Individual Membership Email Notification
151. Delete Individual Membership Email Notification
152. Configure Company Representative Signup Options
153. Manage Company Representative Email Notifications
154. Add Company Representative Email Notification
155. Edit Company Representative Email Notification
156. Delete Company Representative Email Notification
157. Installed Member Directories and Rosters

X. Appendixes

A. Configuring Kavi Members for the First Time
B. Members Data
C. How Default Email Templates Are Used
D. Kavi Members Index of Tools

List of Figures

1.1. Users and Companies
2.1. Application Links on the Admin Home Page
2.2. How Kavi Members Shares User and Company Contact Information
4.1. Activity History, Company Log and Full Activity Log
5.1. The Effects of Deactivation vs. Deletion
6.1. Examples of Each Company Purpose
6.2. Examples of Each User Purpose
6.3. Matching User and Company Purposes
7.1. User Types Granted Only through Membership
8.1. How User Types and Company Administration and Contact Types are Displayed
9.1. How Roles Get Into the Role Cache for a User
10.1. Example Membership Approval Process
10.2. Membership Status Page
10.3. Company Representative Signup Process
11.1. Possible Consequences for Expired Members
12.1. Uses for Membership Type Groups
13.1. Standard Membership Workflow
14.1. Renewal Forms for Active Members
14.2. Public Request for Renewal Link Form
15.1. Example email schedule
16.1. Example Membership Billing Process: Quick
16.2. Example Membership Billing Process: Extended
A.1. Kavi Members Setup Steps
B.1. Simplified Data Diagram

List of Tables

13.1. Membership Workflow States
15.1. Example membership email notices
15.2. Example company representative email notices
94.1. Template Variables for Users
95.1. Template Variables for Companies
97.1. Template Variables for Users
97.2. Template Variables for Companies
98.1. Template Variables for Users
98.2. Template Variables for Companies
B.1. Company Data Fields
B.2. User Data Fields
B.3. Address Data Fields
B.4. Membership Data Fields
C.1. Kavi Billing Automated Email
C.2. Kavi Billing Optional Email
C.3. Kavi Billing Scheduled Email
C.4. Kavi Members Automated Email
C.5. Kavi Members Optional Email
C.6. Kavi Members Scheduled Email

List of Examples

16.1. A Prorated Membership Fee
17.1. Example:


		Part I. Kavi Members Concepts