KaviŽ Members Help

Chapter 2. Integration with other Applications

Overview

Kavi Members is the core of a suite of members-only Web site tools. Kavi Members provides resources for other applications in three ways: by supplying centralized pages for links to other applications' tools, by sending user and company contact information to other applications, and by assigning application access to users.

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Providing Links to Tools

Kavi Members supplies four pages for application links and controls access to these pages.

  • My Account Page: This page provides links for regular users from all applications that they can access. Example links provided here include: a link to Kavi Members "Change My Password" tool, KaviŽ Edit's "Pages You Can Edit", and KaviŽ Mailing List Manager's "Edit Subscriptions".

  • My Company Page: This page provides links for company administrators from all applications that they can access. Example links provided here include: a link to Kavi Members "Manage Company Roster" tool, KaviŽ Showcase's "Manage Profiles", and KaviŽ Billing's "Manage Account".

  • Reports Home: This page provides links for report administrators from all applications that they can access. Example links provided here include links to the report tools for Kavi Members, KaviŽ Registration, and Kavi Showcase.

  • Admin Home: This page provides links for organization administrators from all applications that they can access. Example links provided here include links to the administrative tools for Kavi Members, KaviŽ Groups, and KaviŽ Commerce.

Figure 2.1. Application Links on the Admin Home Page

Screenshot of the Admin Home page.
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Sharing User and Company Contact Information

Kavi Members stores the names, addresses, phone numbers, and email addresses used by other applications when presenting contact information. However, not all user or company information is shared with other applications. Membership details and custom details tracked about users or companies will only be available through Kavi Members tools.

Figure 2.2. How Kavi Members Shares User and Company Contact Information

Diagram showing Kavi Members master record sending contact information to other applications.

Data Shared with Kavi Groups

Kavi Groups uses the following information from Kavi Members.

Company Information

  • Company name is shown on group rosters

User Information

  • The full name and title are shown on group rosters and associated with any items submitted by that user

  • The mailing address and phone numbers can be shown on group rosters

  • The primary email address is automatically subscribed to group mailing lists and is the reply-to address used in contact forms

  • The secondary email address can be automatically added to the list of accepted posters for a group's mailing list.

  • The privacy option is used to determine whether groups should automatically hide or show a user's contact information on group rosters.

Data Shared with Kavi Showcase

Kavi Showcase can be configured to automatically create profiles for new members, and information stored in profiles can be linked to the corresponding records in the Kavi Members database and automatically updated when the information in the Members database changes. Kavi Showcase displays the following information from Kavi Members.

Company Information

  • Company name, URL and mailing address are shown on company profiles

  • Up to four designated company contacts may also be shown on company profiles

User Information

  • The user's full name and title, mailing address and work phone number may be shown on: user profiles, when the user appears as a company representative on company profiles, and when the user is the contact for a catalog item.

  • The primary email address is used to determine where to deliver email sent via contact forms

Data Shared with Kavi Billing

Kavi Billing can be configured to automatically create billing accounts for companies or users with a designated purpose. Kavi Billing displays the following information from Kavi Members.

Company Information

  • The company name is also the name of the billing account for that company.

  • The company's billing contact (or primary contact if there is no billing contact) is displayed with the company's billing account information.

User Information

  • The user's full name and title, mailing address, work phone number and primary email address are displayed: for that user's billing accounts, and when the user is the billing contact for a company's billing account.

Additional Applications

Kavi Members shares user names and email addresses with these applications in addition to those listed above: Kavi Mailing List Manager, Kavi Edit, and some third-party products.

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Assigning Application Access to Users

When a Kavi application is installed, it provides any roles and types it requires to Kavi Members. Administrators can then grant this access to users as needed. For example, when Kavi Showcase is installed, it supplies a Showcase Moderator user type to Kavi Members. Organization administrators can then assign Showcase Moderator user types to users to provide access as needed.

For more about types and roles, see the help section on Types

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