KaviŽ Members Help

Chapter 51. Add a User

Table of Contents

How to Add a User


If you are a Primary Contact or other company administrator, you may be allowed to add users to your company roster. Depending on site configuration, privileged company representatives such as Company Admins and Primary Contacts may be able to use the Add a User tool to add representatives for their company. If you are a Company Admin and this tool is not available to you, you will have to refer the user to the online application forms or contact your Organization Admin when a company representative needs to be added.

Back to top

How to Add a User

Add information about your new company representative, including this user's personal and contact information.

Email notification used to welcome new representatives is enabled by default. This message contains a login link and instructions that your new representative needs in order to login and begin participating in the organization. If you want to suppress the email notification that would otherwise be sent to this representative, set the 'Notify User of Change' option to 'No'. In this case you would have to ask an Organization Admin send a welcome email at some later time.

When you have entered all available information, click Add. Assuming email notification is enabled, the message goes out immediately so your new representative can login, set a private password and explore the organizations website.

Field Description
Personal Info Enter the user's name and title exactly as it should appear on the company roster (depending on your organization's privacy policy and the user's privacy preference settings), in any KaviŽ Groups in which the user participates and other dynamic lists.
Contact Information Enter email and phone contact information. Depending on site configuration, an email address may not be required. However, unless a valid primary email address is provided, the user will not be able to receive login information or other email notifications automatically.
Address If an address is collected for users with this purpose, address fields are displayed. The Contact Name is prefilled with the full name of the account holder, but this can be edited.
Contact Types Contact Types that are ordinarily assigned to all Company Representatives are preselected. You may assign other Contact Types, such as Primary Contact, if this user is assuming a special position in the organization.

Available privacy preference options depend on your organization's policies and web site configuration.

The following options may be available:

Receive Members Email

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


KaviŽ Groups messages go out to designated recipients on group rosters independently of this setting and some organizations have 'members-announce' lists through which they distribute mandatory announcements that do not respect this setting.

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 a roster of people from the same company available to this company

  • 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'

Back to top