Kavi® Members Help

Chapter 22. Individual Membership Application

Overview

The Individual Membership Application page allows individuals to review and apply for organization memberships. You can select from the available memberships and fill out contact and personal information. This application may then be sent for moderator approval, which may be dependent on the receipt of legal forms or fees. Once you have submitted the application and passed through any billing process, a status page will display the current status of your membership application and provide you with any information you need to know to complete the process, possibly including directions you need to perform.

Use the Individual Membership Application page to:

  • Review the various memberships available with the organization.

  • Apply for memberships that are available and that suit your needs.

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How to Application for an Individual Membership

Review and Select a Membership

This page provides a list of all the memberships available with the organization along with descriptions of all the memberships. The eligibility criteria and benefits may also be displayed. The memberships could be two tiered having primary and dependent memberships. To apply for a dependent membership, you need to have the primary membership. The primary and dependent memberships will be displayed in conjunction. To view the complete description of the dependent membership, click the membership name link. The membership fee and time frame may be displayed. The same membership could be available for different fees and for different time frames. Review the list carefully and select a membership by clicking on the primary membership name link.

Select Memberships

You may be eligible to apply for multiple memberships. All the memberships that are available in combination with the membership that you selected will be displayed on this page. The previously chosen membership will be preselected. Choose all the desired memberships and click Select.

Terms and Conditions

The terms and conditions for obtaining membership with the organization may be displayed. Read them carefully and accept or reject them by clicking on the appropriate buttons. If you accept the terms, the membership form will be displayed so you can continue the signup process. If you do not accept the terms, you will not be able to apply for membership through the online signup process.

Personal Info

The individual membership application form is displayed. Enter your personal and contact information, your company, address and privacy preferences. When you are done, click Next to submit your application.

Many of these fields are self-explanatory, those that may not be include:

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.

Primary Email Address

Enter the email address where you will receive your login link and other member emails. Make sure you enter a correct email address since login instructions will be sent to that address when your account becomes current.

Some sites don't require an email address, but if you don't enter an address you cannot be sent a login link or automatically subscribed to the Members announcements list and will have to manually subscribe later.

Company

Application forms vary. Depending on the organization, you may be asked or required to provide your company name.

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'

Membership

Selected memberships are displayed for you to review.

Membership Status

When you have completed the application form, you may be taken to another form to pay membership fee, if there is a fee for this type of membership. When you have completed all the steps in the membership process that can be performed online at this time, the status page will display the current status of your membership application and provide you with the information you need to understand the next steps in the application process. Once you receive membership with the organization, you will be able to login and edit your information.

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