Kavi® Members Help

Chapter 77. Edit a User


Use the Edit a User tool to perform real-time edits to the information in a user's Kavi Members account, including the user's personal and contact information, assigned types and access privileges, company affiliation and privacy preferences.

This tool is only one of the ways that users can be edited. Users may edit some of their own information, and Company Representatives can be edited by Primary Contacts or other company representatives. If you are a Super Admin and want to edit multiple user records at once, you may edit users as a batch through the Upload Data tool.

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How to Edit a User

View this user's information and use the editable fields to update or correct information as necessary. You may also click links to tools used to Change a User's Purpose, Manage a Company, etc.

User Info

Edit this user's purpose and company affiliation, plus personal and contact information. Any edits you have made are saved at this point.

The User Purpose assigned to this user is displayed. If you are a Super Admin, you will see the Change Purpose link. Changing a user's purpose affects what kinds of information are collected in the database, and most significantly, which types can be assigned to this user, so the user's access permissions may change immediately.

Depending on site configuration and User Purpose, you may not see all of the following fields.

Field Description
Activity Note Add an Activity Note to this user's record for future reference. Once created, these notes cannot be edited, and are viewable through the User Activity History, which is accessible through Admin Area Tools and Report Area Tools. Company administrators can view a version of the User Activity History that doesn't include the Activity Notes. Only organization administrators can view Activity Notes.
Address Your organization may collect a mailing address or other address. For information on how addresses are used in Kavi Workspace, see the Concepts document on Addresses.
Admin User Types A list of administrative User Types assigned to this person. Admin User Types confer administrative roles that provide access to Admin Area or Reports Area tools.
Billing Account Information This section is displayed if your organization has Kavi Membership with Kavi Billing installed and this user is an Individual Member. Contact information that has already been entered may be used, or you may select 'Enter different information:' to have fields are displayed so you can enter Billing Account Information.
Company Name The name of the company to which this user belongs. The company name is a clickable link you can use to view and manage company information.
Contact Information This user's Contact Information, including full name, preferred title (e.g., Dr., Ms., Mr.), primary and alternate email addresses, phone and fax numbers. This section may also include a mailing address or other addresses.
Contact Types A list of any Contact Types assigned to this user. A Contact Type defines how the user represents their company to the organization. Privileged Contact Types, such as Primary Contact, may confer roles that provide access to the Company Admin Area, Kavi Edit access, etc.
General Types A list of general User Types assigned to this person. General User Types are used to categorize users but are unlikely to confer roles and access.
Last Login Date A time stamp updated the last time the user logged into the website.
Last Modified A time stamp updated the last time the user's information changed.

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.


Kavi® 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'

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.
Purpose The Purpose assigned to this user (e.g., 'Company Representative', 'Individual Member', 'Individual Nonmember', 'Staff'). Purpose determines what data is tracked for this user, how access is granted, and the way that the user is managed in the system.
Roles A list of any roles (e.g., 'member', 'wg_access', etc.) in this user's role cache. A user can acquire roles by being assigned Contact Types or User Types, or may inherit roles through Company Types assigned to their company. There may be multiple copies of the same role in a user's role cache if the role is associated with more than one type
Secondary Email Address This user's alternate email address, if this organization supports the use of secondary email addresses
Status This value is either 'active' or 'inactive'. An active user is displayed in rosters and directories and can login (assuming the user has the necessary types and roles). An inactive user cannot login, is usually hidden from rosters and directories, and does not receive all the email or mailing list messages that would be sent if the user were active.
Types Granted through Membership General User Types assigned to this individual through membership. These User Types are used to categorize Individual Members and frequently confer roles that grant access to Member Areas of the website.
View Access Configuration

Click this for an overview of all the User Types, Contact Types and Company Types in use on your website. This page also shows which roles are conferred through each type.

If Kavi Membership is installed, Company Membership Types are shown with their related Company Types, and Individual Membership Types are shown with their related User Types.

Send Email

Email notification is disabled by default, so be sure to set this to 'Yes' if you want email to go out.


You have just edited this user's information and the changes have already been committed to the Kavi Members database!

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