Kavi® Members Help

Chapter 90. Company Representative Applications


The Company Representative Applications tool allows administrators to view and moderate company representative applications that are pending moderation, and approve, deny or skip these applications.

A link to this tool appears on the Admin Tools menu in the 'Membership, Types and Roles' section unless 'Moderation Options' is set to 'Do NOT moderate new users' in the Configure Company Representative Signup Options tool page.

Use this tool to moderate applications in bulk, or click the Manage Application link for a specific application to manage the application singly through the Manage a Company Representative Application tool. You must use the Manage a Company Representative Application tool if you want to edit an application or add extra information to the email message before it is sent to the applicant.

Scheduled Email

When you approve applications through this tool, a welcome email is automatically sent out.

If you deny an application, automated email is only sent out if your organization has a Scheduled Email that gets sent out when an application is denied. You can check on this through the View Email Schedule tool.

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How to Use the Company Representative Applications Tool


Set one or more optional search fields to define your search criteria. If you set more than one field, the search retrieves only those applications that match ALL your criteria.


Applications that meet your search criteria are displayed.

You have two options for managing these applications:

Moderate applications in bulk

To moderate multiple applications, click 'Approve' or 'Deny' for each applicant you wish to moderate, then click Preview.


Applications denied through this bulk moderation process are immediately deleted, and automated email notification will not be sent. If you wish to send an automated email, use the Manage Application link.

Manage an application individually

To manage a single application, click the Manage Application link.


Use this link if you wish to send automated email notification or edit the applicant's record.

Field Description
Applicant The name of the person applying for a company representative account.
Manage Application A link to a tool that allows you to manage this application individually.
Company The company this user will represent.
Primary Email Address This user's primary email address. This is the address under which the user will appear on lists and rosters. If this organization enforces accepted domains, this will be a company email address.
Last Modified A time stamp updated the last time the user's information changed.
Approve Click this option to approve an application. This application will proceed to the next step in the workflow, so it may become current or may remain in the pending state.
Deny Click this option to deny an application. This application will be deleted.
Skip Click this option to skip an application. This application will remain in the moderation queue indefinitely.


You've just moderated one or more company representative applications and the results are displayed for you to review!

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