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.

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 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

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.

Start Date

Set these fields to search for memberships by start date. Select whether you want to search for memberships where the start date occurs on, before, or after the date you set.

Expiration Date

Set these fields to search for memberships by expiration date. Select whether you want to search for memberships where the expiration date occurs on, before, or after the date you set.

Fee

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

Options:

Renew a Membership

Review information about the membership selected for renewal.

Member's Name

The name of the individual whose membership is to be renewed.

Existing Membership

The type of the existing membership, plus the term of this membership.

Available Memberships

Available membership types are displayed in tabular list format so you can select the appropriate type for this individual. You may optionally override the membership's start date.

Membership Type

The name of the membership type.

Fee

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

Duration

The length of time that this membership lasts.

Select

Click to select the type of membership this individual wants to renew. This may be the same as the old membership or not.

Start Date

Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.

Options:

Existing Membership

The name and term of the old membership.

Membership Type

The name, start date and term of the renewed membership.

Moderation

These options will be displayed if this is a moderated membership type. Select whether you would like all selected memberships to be automatically approved or to go through the usual moderation process.

Yes, automatically approve this member

Set this option if you would like to automatically approve all selected memberships at this time.

No, put this member in the moderation queue

Set this option put all selected memberships through the usual moderation process.

Billing

If Kavi® Billing is installed and this is a fee-based membership type, the following default options may be presented, along with any other applicable payment methods specific to your site's configuration:

'Yes, issue a bill for this member to pay'

Select this option if you would like this membership to go through the regular billing process.

'No receipt needed. Add this member without issuing a bill.'

Select this option if you would like to skip the billing process.

Fields include:

Membership Type

The name of the membership type for the renewed membership.

Duration

The length of time that this membership lasts.

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.

Membership State

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

Membership Status Page

Click the Public Membership Status Page link if you would like to view a confirmation page regarding the status of this membership renewal. The URL of this link can be captured for confirmation and troubleshooting purposes.