Company representative's use this page to get an account on the web site. To get a new company representative account, the representative's company must first have an active account with the organization.

Company's can apply for membership using this tool. Company membership applications can be moderated and bills can be issued for membership fees.

People can apply for membership using this tool. Individual membership applications can be moderated and bills can be issued for membership fees.

This tool shows a membership applicant the status of their membership application. Links to pay membership fees and other instructions are also provided. Membership applicants are take to the Membership Status tool as soon as they complete their membership application.

This tool tells existing and previous members how to renew their membership. Current members get instructions to log in. Inactive members can receive a link to renew their membership by email.

These forms allow lapsed members to renew their membership without having to log in to the members-only area.

The membership renewal form is not linked to directly anywhere on the web site. This form is only available to members through a link sent by email. Additionally, this email link is only sent to people who have a membership that can be renewed.

The password help page helps users who have lost or forgotten their password gain access to the members-only area. Active users are sent a login link by email which allows them to reset their username and password then log in.

The new password form lets new users or users who have forgotten their password to reset their username and password. Once the user selects a new username and password, they can login to the members area of the web site.

The New Password Form can only be accessed through a login link sent to active users by email. There are no direct links to the New Password Form anywhere on the web site.

Each user is encouraged to keep his or her contact information up-to-date. Users can update their email address, phone numbers, title, and preferences using the Edit Your Account page.

Active users can change their password at any time.

An individual member can review their membership history using this tool. Each membership that they've held with the organization is displayed. If any of these memberships can be renewed, a button appears for the member to renew that membership.

This is a roster of other users from the logged-in user's company. The users shown in this roster will be limited to those who have chosen to share their information.

This page allows a company administrator to edit the company's URL, address, and other basic information.

Company administrators can review and download information about other users from their company. Links to edit, delete, and sometimes add new users to the company are provided on the company roster.

Company administrators can add new company representatives.

Company administrators access this tool by first visiting the Company Roster then clicking the Add User link at the top of the roster.

Company administrators can edit the names, contact information, and company administration and contact types for other users from their company.

Company administrators access this tool by first visiting the Company Roster then clicking the Edit link next to the user they want to edit.

Company administrators can delete other users from their company. This tool makes it easy for company administrators to remove people who no longer work with the company or who in some other way should no longer be considered appropriate company representatives.

Company administrators access this tool by first visiting the Company Roster then clicking the Delete link next to the user they want to edit.

Every time a user's account is changed, an entry is added to the log. Company administrators can see a log of all the users who have been added for their company and the last time their accounts were updated.

A company administrator for a member company can review the company's membership history using this tool. Each membership that they've held with the organization is displayed. If any of these memberships can be renewed, a button appears for the company administrator to renew that membership.

This configuration tool allows super admins to set which companies will be available in the roster or directory based on search criteria.

This configuration tool allows super admins to set which users will be available in the roster or directory based on search criteria.

Super admins use this tool to configure the information about companies that is made available in a company directory.

Super admins use this tool to configure the information about users that is made available in a user directory.

Super admins use this tool to configure the way a roster is displayed.

The status of a roster or a directory sometimes needs to be toggled after installation is complete.

This tool includes fields for setting the roster or directory title and adding custom messaging to roster or directory pages.

This report includes data stored about users, including contact information, company affiliation, and types.

This report includes user mailing addresses that can be downloaded and used to generate mailing labels.

This report includes membership information for individual members.

This report includes data stored about company, including contact information and types.

This report includes company mailing addresses that can be downloaded and used to generate mailing labels.

This report includes membership information for company members.

This report shows changes to user information over time.

This report shows changes to user information over time in more detail than the User Activity History.

The User Activity Log is not linked to directly from the web site. To access this report, first visit the User Activity History then click the link in the text at the top of the search form.

This report shows changes to company information over time.

This report shows changes to company information over time in more detail than the Company Activity History.

The Company Activity Log is not linked to directly from the web site. To access this report, first visit the Company Activity History then click the link in the text at the top of the search form.

This report shows all the changes to the database over time and includes a lot of very technical detail.

Companies are added and removed from this graph as they are activated and deactivated.

Users are added and removed from this graph as they are activated and deactivated.

This graph shows the number of users or companies by type.

This graph plots the number of memberships expiring over time.

This graph plots how many memberships of each type have been issued by the organization.

Administrators can add a new user to the database.

Manage a User is the central interface for administrators work with existing users. The Manage a User page shows all information about the existing user and provides all available links for updating that user's account.

The Edit a User tool allows administrators to edit user contact information, preferences, and types.

The Edit a User tool is accessed through the Manage a User tool.

Administrators can create a new username and password for a user and/or send the user a login link.

The Change Username and Password tool is accessed through the Manage a User tool.

This tool activates and deactivates users, which controls their ability to log in to the web site and receive members email.

The Change User Status tool is accessed through the Manage a User tool.

Administrators can add dated notes to a user's activity history. These notes are then entered into the user's permanent record.

The Add User Activity Record tool accessed by first clicking the 'View Activity History' link on the Manage a User tool then clicking the 'Add User Activity Record' link at the top of the form.

The Delete a User tool allows administrators to permanently remove a user's record from the database.

The Delete a User tool is accessed through the Manage a User tool.

This tool lets administrators add an available membership for an individual member.

The Add an Individual Membership tool is accessed through the Manage a User tool.

This tool lets administrators edit one of an individual's exiting memberships. Administrators edit memberships to correct the membership dates, indicate whether the member will be renewing, and updating additional information tracked with the membership.

The Edit an Individual Membership tool is accessed through the Manage a User tool.

Memberships that have or will soon expire can be renewed by administrators.

The Renew an Individual Membership tool is accessed through the Manage a User tool.

This tool lets administrators delete an existing membership.

The Delete an Individual Membership tool is accessed through the Manage a User tool.

Administrators can add a new company to the database.

Manage a Company is the central interface for administrators work with existing companies. The Manage a Company page shows all information about the existing company and provides all available links for updating that company's account.

The Edit a Company tool allows administrators to edit company contact information, preferences, and types.

The Edit a Company tool is accessed through the Manage a Company tool.

This tool activates and deactivates companies, which controls the ability for users from that company to log in to the web site and receive members email.

The Change Company Status tool is accessed through the Manage a Company tool.

Administrators can add dated notes to a company's activity history. These notes are then entered into the company's permanent record.

The Add Company Activity Record tool accessed by first clicking the 'View Activity History' link on the Manage a Company tool then clicking the 'Add Company Activity Record' link at the top of the form.

The Delete a Company tool allows administrators to permanently remove a company's record from the database.

The Delete a Company tool is accessed through the Manage a Company tool.

This tool lets administrators add an available membership for a company member.

The Add a Company Membership tool is accessed through the Manage a Company tool.

This tool lets administrators edit one of a company's exiting memberships. Administrators edit memberships to correct the membership dates, indicate whether the member will be renewing, and to update additional information tracked with the membership.

The Edit a Company Membership tool is accessed through the Manage a Company tool.

Memberships that have or will soon expire can be renewed by administrators.

The Renew a Company Membership tool is accessed through the Manage a Company tool.

This tool lets administrators delete an existing membership.

The Delete a Company Membership tool is accessed through the Manage a Company tool.

Company representatives that apply for new accounts can be sent for an administrators approval. This tool provides a way for administrators to review and approve multiple company representative account applications at once.

Company representatives that apply for new accounts can be sent for an administrators approval. This tool provides a way for administrators to see and edit all the details for a single company representative application, then approve that application.

The Manage a Company Representative Application tool is accessed by clicking the 'Manage Application' link on the Company Representative Applications bulk-moderation form.

Administrators use this tool to update the company, contact information, custom details and preferences of pending users before they are approved and added to the database.

The Edit a User tool for updating pending users can only be accessed by clicking the 'Edit' link when reviewing a pending user's account or membership application. For example, to edit a pending company representative's account, an administrator would first find the company representative's application on the Company Representative Applications page, then click Manage Application, then click Edit.

This tool provides a way for administrators to review and approve multiple individual membership applications at once.

This tool provides a way for administrators to see and edit all the details for a single pending individual membership and approve that membership application if necessary.

The Manage an Individual Membership Application tool is accessed by clicking the 'Manage Application' link on the Individual Membership Applications bulk-moderation form.

This tool provides a way for administrators to review and approve multiple company membership applications at once.

This tool provides a way for administrators to see and edit all the details for a single pending individual membership and approve that membership application if necessary.

The Manage an Individual Membership Application tool is accessed by clicking the 'Manage Application' link on the Individual Membership Applications bulk-moderation form.

Administrators use this tool to update the address, custom details and preferences of pending companies before they are approved and added to the database.

The Edit a Company tool for updating pending companies can only be accessed by clicking the 'Edit' link when reviewing a pending company's account or membership application. For example, to edit a pending company's account, an administrator would first find the company's application on the Company Membership Applications page, then click Manage Application, then click Edit. A company submitted by an individual member can also be edited by clicking the company's name on the individual's membership application.

This tool lets the administrator send email from the Kavi Members administrative email address to any email address or mailing list.

This tool sends a rendered email template to a selected group of users. The email templates available through this tool are targeted at users, using information from the user's account to fill in any template variables.

This tool sends a rendered email template to a selected group of company representatives. The email templates available through this tool are targeted at companies, using information from the company's account to fill in any template variables.

Administrators can customize the email sent from Kavi Members and add new templates for use in email schedules or when sending template blasts. This tool shows the administrator all the templates in the system and provides links to update them.

Administrators use this tool to add new templates for use in email schedules or when sending template blasts.

Administrators use this tool to edit the email and page templates used by Kavi Members.

Administrators use this tool to delete custom email templates that are no longer used.

Email notifications can be sent automatically to company representatives, administrators, individual members, and company membership applicants. This tool shows administrators all of the email that is scheduled to go out.

Organizational properties include the organization name, type, and basic information collected about users and companies.

This tool determines the availability of user and company email and privacy preferences and how these options are interpreted by rosters and directories.

This tool allows organizations to add custom activity types for use in the user and company activity history reports.

This tool shows the database names of all configuration options, including some rarely-used options which can only be set here. This tool is intended only for highly trained users.

Deleting old activity history and full logs can free up storage space on the web site server.

New users and companies can be imported into the database using the Upload Data tool. The Upload Data tool can also be used to update existing users and companies in bulk.

This tool resets the login keys for all the users in the database.

Super administrators can reset a company's purpose, which also resets the purpose of all the company's users and can change the status of any of the company's existing memberships.

This tool provides Super Administrators with an overview of the existing company membership types and links to manage them.

Super Administrators can add a new company membership type with this tool.

The Add Company Membership Type tool is accessed through the Manage Company Membership Type tool.

Super Administrators can edit an existing company membership type with this tool.

The Edit Company Membership Type tool is accessed through the Manage Company Membership Type tool.

Super Administrators can delete an existing company membership type that is not in use with this tool.

The Delete Company Membership Type tool is accessed through the Manage Company Membership Type tool.

This tool provides Super Administrators with an overview of the existing company membership type groups and links to manage them.

Super Administrators can add a new company membership type group with this tool.

The Add Company Membership Type Group tool is accessed through the Manage Company Membership Type Groups tool.

Super Administrators can edit an existing company membership type group with this tool.

The Edit Company Membership Type Group tool is accessed through the Manage Company Membership Type Groups tool.

Super Administrators can delete an existing company membership type group that is not set as a prerequisite for another membership type group using this tool.

The Delete Company Membership Type Group tool is accessed through the Manage Company Membership Type Groups tool.

This tool provides Super Administrators with an overview of the existing individual membership types and links to manage them.

Super Administrators can add a new individual membership type with this tool.

The Add Individual Membership Type tool is accessed through the Manage Individual Membership Types tool.

Super Administrators can edit an existing individual membership type with this tool.

The Edit Individual Membership Type tool is accessed through the Manage Individual Membership Types tool.

Super Administrators can delete an existing individual membership type that is not in use with this tool.

The Delete Individual Membership Type tool is accessed through the Manage Individual Membership Types tool.

This tool provides Super Administrators with an overview of the existing individual membership type groups and links to manage them.

Super Administrators can add a new individual membership type groups with this tool.

The Add Individual Membership Type Group tool is accessed through the Manage Individual Membership Type Groups tool.

Super Administrators can edit an existing individual membership type group with this tool.

The Edit Individual Membership Type Group tool is accessed through the Manage Individual Membership Type Groups tool.

Super Administrators can delete an existing individual membership type group that is not set as a prerequisite for another membership type group using this tool.

The Delete Individual Membership Type Group tool is accessed through the Manage Individual Membership Type Groups tool.

This tool provides Super Administrators with an overview of the existing roles and links to manage them.

Super Administrators can add a new roles with this tool.

The Add a Role tool is accessed through the Manage Roles tool.

Super Administrators can edit the description of an existing custom role with this tool.

The Edit a Role tool is accessed through the Manage Roles tool.

Super Administrators can delete an existing role that is not in use here.

The Delete a Role tool is accessed through the Manage Roles tool.

This tool provides Super Administrators with an overview of the existing user types and links to manage them.

Super Administrators can add a new user types with this tool.

The Add a User Type tool is accessed through the Manage User Types tool.

Super Administrators can edit an existing user type with this tool.

The Edit a User Type tool is accessed through the Manage User Types tool.

Super Administrators can delete an existing user type that is not in use here.

The Delete a User Type tool is accessed through the Manage User Types tool.

This tool provides Super Administrators with an overview of the existing company types and links to manage them.

Super Administrators can add a new company types with this tool.

The Add a Company Type tool is accessed through the Manage Company Types tool.

Super Administrators can edit an existing company type with this tool.

The Edit a Company Type tool is accessed through the Manage Company Types tool.

Super Administrators can delete an existing company type that is not in use here.

The Delete a Company Type tool is accessed through the Manage Company Types tool.

This tool provides Super Administrators with an overview of the existing company administration and contact types and links to manage them.

Super Administrators can add a new company administration and contact types with this tool.

The Add a Company Administration and Contact Type tool is accessed through the Manage Company Administration and Contact Types tool.

Super Administrators can edit an existing company administration and contact type with this tool.

The Edit a Company Administration and Contact Type tool is accessed through the Manage Company Administration and Contact Types tool.

Super Administrators can delete an existing company administration and contact type that is not in use here.

The Delete a Company Administration and Contact Type tool is accessed through the Manage Company Administration and Contact Types tool.

Super administrators can add text for the signup process and determine the order in which the organization moderates and bills membership applicants.

This tool is used to set which company and administration contacts are collected on company signup forms and a terms and conditions click-through.

This tool provides Super Administrators with an overview of the existing company membership email notifications and links to manage them.

Super Administrators can add a new company membership email notifications with this tool.

The Add a Company Membership Email Notification tool is accessed through the Manage Company Membership Email Notifications tool.

Super Administrators can edit an existing company membership email notification with this tool.

The Edit a Company Membership Email Notification tool is accessed through the Manage Company Membership Email Notifications tool.

Super Administrators can delete an existing company membership email notification here.

The Delete a Company Membership Email Notification tool is accessed through the Manage Company Membership Email Notifications tool.

This tool is used to set how individual members will be assigned to companies and a terms and conditions click-through.

This tool provides Super Administrators with an overview of the existing individual membership email notifications and links to manage them.

Super Administrators can add a new individual membership email notifications with this tool.

The Add an Individual Membership Email Notification tool is accessed through the Manage Individual Membership Email Notifications tool.

Super Administrators can edit an existing individual membership email notification with this tool.

The Edit an Individual Membership Email Notification tool is accessed through the Manage Individual Membership Email Notifications tool.

Super Administrators can delete an existing individual membership email notification here.

The Delete an Individual Membership Email Notification tool is accessed through the Manage Individual Membership Email Notifications tool.

This tool is used to set how company representative applications are handled and a terms and conditions click-through.

This tool provides Super Administrators with an overview of the existing company representative membership email notifications and links to manage them.

Super Administrators can add a new company representative membership email notifications with this tool.

The Add a Company Representative Email Notification tool is accessed through the Manage Company Representative Email Notifications tool.

Super Administrators can edit an existing company representative membership email notification with this tool.

The Edit a Company Representative Email Notification tool is accessed through the Manage Company Representative Email Notifications tool.

Super Administrators can delete an existing company representative membership email notification here.

The Delete a Company Representative Email Notification tool is accessed through the Manage Company Representative Email Notifications tool.

Super Administrators can see all the rosters and directories installed on a site and access links to view or configure them.