Options

Name or Email

Enter a full or partial value for the first name, last name, username or email address of the user or group of users whose information you want to view, or leave this field blank to see all users who meet your search criteria. To increase the number of potential matches, expand the search by entering a partial value in this field and consider leaving other search fields set to the default values. To reduce the number of potential matches, provide more complete values in this field and consider setting other fields to further restrict the search.

Because the Kavi Members search functionality can perform partial matches, it is flexible and can serve many purposes. Here are a few examples:

• Want to find all users who share an email domain? Enter just the domain portion of the email address.

• Unable to find a user by name or email address? Perhaps it has been misspelled. Enter the first few letters of the name or email address and try the search again.

• Not sure if the person for whom you are searching is named Dan Johnson or John Danson? You could enter 'Dan'—or 'John'—to find this individual.

Company

Set this value to search for users by the company with which they are associated. The default is 'Any Company.'

Current Status

Set this value to search for users with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive users.

User Type

Set this value to search for users who have a specific user type. If set to the default value, 'All User Types', the search results will not be restricted by type.

Purpose

Set this value to search for users who have a specific type of purpose. This can be 'Company Representative', 'Individual Member', 'Nonmember' or 'Staff or Administration'. If set to the default value, 'Any Purpose', the search results will not be restricted by purpose.

Fields that may not be familiar include:

Status

This value is either 'active' or 'inactive', and indicates whether the user has access privileges to protected areas of the site.

Preferences

This user's privacy preference settings.

Depending on web site configuration, the following fields may be displayed:

Receive Members Email

If set to 'Yes, send general members email' this user will be sent all the usual members email. If set to 'No, do NOT send general members email', this user will be unsubscribed from the Members@(your site domain.org) email list and may be excluded from email sent through the 'Send Template-Based Email' tools.

Note

Administrators may also use this field to make decisions about what other kinds of communications to send to this user. 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 the company roster. This roster is only available to other users who belong to the same company and to administrators. The kinds of information that are hidden depends on organization policy and site configuration.

• 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'.

Note

Administrators may use this field to make decisions about whether this user should be displayed in other places that are unique to this site.

Company Administration and Contact Types

A list of any company administration and contact types assigned to this user.

General User Types

A list of any general user types assigned to this user.

Administrative Access

A list of any user types assigned to this user that convey administrative access privileges.

Kavi Edit Access

A list of any user types assigned to this user that convey access privileges to Kavi® Edit tool pages.

Roles

A list of any roles (e.g., 'member', 'company_admin', 'org_admin', 'Editor', 'report_admin', etc.) in this user's role cache. A user acquires roles through company administration and contact types, general user types or through memberships.

User's may have multiple copies of the same role in their cache under a couple of different scenarios. The user could be granted the 'member' role through both a company type and a user type. If the user is a contact for multiple catalog items in Kavi@reg; Showcase, the 'catalog_contact' role is assigned for each catalog item that they manage.

Last Modified

A date indicating the last time the user's information changed.

User's Membership

This section will only be displayed if membership is enabled on your organization's web site and the user's purpose is 'Individual Member'.

Name

The membership name.

Membership State

The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).

Bill

If Kavi® Billing is installed and this membership type has a fee, then the billing information for this membership will be displayed in this field:

• The status of the bill, as defined in Kavi® Billing. This can be one of several default values.

• The amount of the membership fee.

Term

The term of this membership, as defined by the date the membership became effective and the date it will end. If this is a lifetime membership, the second value in the pair will be 'Lifetime', rather than a specific date.

Action

Depending on membership rules, the following links may be displayed:

Edit

Click this link to manually edit the start and end dates of this membership.

Renew

Click this link to renew an expiring membership.

Replace

Click this link to replace this current membership with a different type of membership.

Delete

Click this link to delete this membership.