Table of Contents

1. Users and Companies

Overview

2. Integration with other Applications

Overview

Providing Links to Tools

Sharing User and Company Contact Information

Assigning Application Access to Users

3. Privacy Policies

What is a Privacy Policy?

Privacy Policy Elements

Kavi Members Tools to Support Privacy Policies

4. Logging

Different Kinds of Logs

What Gets Logged

5. Activation, User Status, and Deletion

Changing Status to Control Access and Keep Good Records

What to Expect When Deleting Users and Companies

6. The Purpose Field

Overview

User and Company Purposes Defined

How User and Company Purposes Relate

7. Membership

Overview

Setting User and Company Types through Membership

Setting up an Organization's Membership Structure in Kavi Members

8. Access

Overview

Type Categories

Default Types and How to Use Them

Default Company Administration and Contact Types and How to Use Them

9. Roles

Overview

Roles Installed with Kavi Members

10. Member and Company Representative Signup

New Member Signup

Company Representative Signup

11. Setting Up Membership Types

Overview

Membership Type Description and Duration

Signup and Renewal Process Options

Expiring Members

12. Using Membership Type Groups to Set Business Rules

Rules Enforced through Membership Type Grouping

13. Membership Workflow

What is Workflow?

Standard Membership Workflow

14. Membership Renewal

Definition of a Membership Renewal

How Members Renew their Own Memberships

Memberships That Can Be Renewed

15. Scheduling Email Notifications

Overview

Example schedules

16. Issuing Membership Bills

Overview

Prorated Fees, Refunds, and Cancellations

17. Accepted Email Domains

Overview

How accepted domains work

What happens when an email address doesn't contain an accepted domain?

Duplicate domain checking

Database maintenance requirements

Limitations of domain checking

18. Rosters and Directories

Overview

Uses for Rosters and Directories