Kavi Help CenterKavi® Members Help
| Chapter 92. Manage a Company Membership Application | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Manage a Company Membership Application tool allows administrators to view and moderate a company membership application by approving or denying the application.
There are two tools that allow you to manage company membership applications. Use this tool when you want to moderate an application singly, review or manage this company's account information and optionally send an email notification. Use the Company Membership Applications tool when you want to manage company membership applications in bulk.
Approve or deny a specific company membership application.
Edit account information at the same time as you moderate a membership application.
Send an email notification to this company's primary contact and other designated contacts if this application is denied.
Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. To view all available companies, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show companies that match all search criteria.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Options
- Company
Enter a full or partial value for the company name. The default is 'Any Company'.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership State
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Set this value to search for a particular membership state. If set to the default value, 'Any Membership State', the results will not be restricted by membership state.
The membership state may be one of the following default values:
- Pending Bill Payment
Select this membership state to find memberships that are pending because the membership fee has not yet been paid. This option only applies to fee-based membership types on sites where Kavi® Billing is installed.
- Pending Moderation
Select this membership state to find memberships awaiting moderation. This option only applies to moderated membership types.
- Pending Start Date
Select this membership state to find approved memberships that are awaiting their start dates.
- Pending Prerequisites
Select this membership state to find memberships that are on hold due to pending prerequisites.
- Current
Select this setting if you want to find current memberships.
- Expired
Select this setting if you want only expired memberships to be displayed.
- Archived
Select this setting if you only want to view memberships that have been archived.
- Denied
Select this setting if you only want to see memberships that have been denied.
A tabular list of membership applications that meet your search criteria is displayed. Click to select the company whose membership you wish to manage.
The list contains the following fields:
- Applicant
The name of the company applying for membership.
- Manage Application
A link to a tool that will allow you to manage this application individually.
- Membership Type
The type of membership for which this company is applying.
- Membership State
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The state of this membership application.
This will be one of the following pending states:
- Pending Bill Payment
A membership application will be in this pending state because the membership fee has not yet been paid. This only applies to fee-based membership types on sites where Kavi® Billing is installed.
- Pending Moderation
A membership application will be in this pending state because it is awaiting moderation. This only applies to moderated membership types.
- Pending Start Date
A membership application will be in this pending state because it is awaiting its start date.
- Pending Prerequisites
A membership application will be in this pending state because prerequisite conditions have not all been met. This only applies to membership types with prerequisites, such as legal forms that must be filed with the organization before the membership can be approved.
- Bill
If Kavi® Billing is installed, this field will display the billing status of this application.
- Last Modified
The last time this company's information was changed.
Information for the company you selected is displayed, along with links to tools that allow you to manage this information.
This section includes links to Edit a Company and Edit a Company Membership tools, as well as options that allow you to moderate this membership and optionally add an activity note to this company's record.
Company information and membership management options:
- Company Information
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Information about this company is displayed. Most field names are similar to the labels seen on Kavi Members pages.
Fields that may not be familiar from Members pages include:
- Contacts
A list of contacts for this company. This information includes the company contact or administration type, the full name of the contact ant the contact's email address.
- Preferences
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Depending on your organization policies, these privacy preferences may or may not be displayed.
- Privacy Option
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This option controls whether a Company Roster will be available for this company.
If set to 'Yes, share information' (1), a roster of this company's users will be available on the Company Roster page. If set to 'No, do NOT share information' (0), a roster of this company's users will not be available on the Company Roster page.
Note
Administrators may use this field to make decisions about whether this company should be displayed in other places that are unique to this site. This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
- Show on Signup
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This option controls whether the company will or will not be displayed on the Company Representative Signup form.
If set to 'Yes, show on signup' (1), this company will be displayed in the pulldown list that company representatives use to select their company. If set to 'No, do NOT show on signup' (0), this company will not be displayed in the pulldown list that company representatives use to select their company.
- Types Granted through Membership
A list of any general company types assigned to this company through membership. All this company's users inherit any roles associated with these types from the company.
- General Types
A list of any general company types assigned to this company outside of membership. All this company's users inherit any roles associated with these types from the company.
- Admin Access Types
A list of any company types in the admin category that are assigned to this company. All this company's users inherit any roles associated with these types.
- Membership Information
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Click Edit to edit this company's membership information, or click Public Membership Status Page to capture the URL for confirmation or troubleshooting purposes.
Fields may include:
- Membership Type
The name of the membership type.
- Membership State
The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).
- Membership Status Page
Click Public Membership Status Page to capture the URL for confirmation or troubleshooting purpose.
- Moderation Options
Click one of the following options to approve or deny this application.
- Approve this membership
Select this option if you would like to approve this membership application. If you approve this membership, automated email notification of approval may be sent to the primary contact and admin contacts, if scheduled. Refer to the View Email Notification Schedules tool for more information.
- Deny and delete this membership
Select this option if you would like to deny this membership application. Once denied, the pending membership will be deleted from the Kavi Members database. If you deny this application, you will have an opportunity to send an email in the next step.
- Notes
Add a note to this company's record. This note will be visible to administrators only, and can be viewed using the Company Activity History tool.
If you elected to deny this company's membership application, the email is displayed so you may edit it if desired. If you do not want to send an email, click Don't Send Email.
Fields:
- Template
The email notification template on which this email is based.
- To:
The user(s) to whom this email will be sent.
- Cc:
A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.
- From
An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.
- Subject
The text that will appear on the subject line of the email.
- Body
The body of the email to be sent to the user.
You've just moderated this company membership application, and the information is displayed for you to review.
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| Chapter 91. Company Membership Applications |  |
Chapter 93. Send Simple Email |