Kavi® Members Help

Chapter 119. Edit a User Type


The Edit a User Type tool is used to redefine or fine-tune User Types, including default as well as custom types. These types may be assigned to users when they acquire individual memberships, assigned to users who hold special positions in the organization to confer administrative or editorial roles and privileges, or assigned to group and classify users in ways that are useful to the organization.

  • Edit the name or description of a User Type.

  • Add or remove roles to grant or revoke access privileges associated with this type. These changes will go into effect immediately and change the access permissions of every user who is assigned this type.

  • Change the category if the type was misclassified or the level of access granted through roles has changed significantly.

  • Set whether this type should be defaulted or not. If the default box is checked, this type will be preselected in lists displayed to administrators when adding or editing a user and assigned to users automatically as they are added to the Kavi Members databases.


Since users acquire roles by being assigned types associated with those roles, editing the list of roles associated with a type will change the access privileges for all users who have been assigned this type.

If you aren't familiar with the way that types are used to confer roles that grant access to Kavi Members tools and other areas of the website, see the Concepts documents on Roles, Types and Access before using this tool. If you aren't certain how the different classes of types are applied, see the Concepts documents on Company Types, Contact Types and User Types.

Back to top

How to Edit a User Type


Edit the description or category for the selected type, set as default or not, or edit the list of associated roles in order to change the access privileges conferred through this type.


The name of the type.


This name must be unique.

It is recommended that type names be capitalized as proper nouns to differentiate them from roles with similar names. Capitalized names also display nicely in reports.


A short textual description of the type. If this type conveys any access, the description should include this information (e.g., 'Conveys access to Members and Board areas.').


The category assigned to a Company Type or User Type determines how and where the type is displayed on tool pages. The categories are: 'General', 'General (with membership only)', 'Admin Access' and 'Editor Access'.

If you are adding or editing a type and aren't sure how to categorize it:

  1. If the type is assigned through membership, it belongs in the category 'General (with membership only)'.

  2. If the type isn't assigned through membership and confers roles that grant Admin Area or Reports Area access, it belongs in the category 'Admin Access'.

  3. If the type isn't assigned through membership and confers roles that grant Kavi Edit privileges but not Admin Area privileges, it belongs in the category 'editor'.

  4. If the type isn't assigned through membership and doesn't confer roles that grant Kavi Edit access or access to Admin Areas and tools, it belongs in the category 'General'.

Associated Roles

Select zero or more roles for your new type.


A type is not required to have roles associated with it. Custom types can be used as a convenient way to group users or companies according to type, and in these cases it may not be necessary to provide privileges through this type.


Select this option if you would like this type to be automatically assigned to new users who submit membership applications online. This option is also preselected for users added through the Add a Company tool and applied by default to users added through the Upload Data tool, although administrators can override the default when adding users individually or through batch uploads. It is auto-assigned to users whose assigned Purpose matches the Purposes selected in this tool.


The User Purposes to which this type is applicable. This type is only displayed in tools used to manage users if the user's purpose matches one of the purposes in this column. If this type is auto-assigned, it is assigned to users with these purposes.


You've successfully edited this User Type!

Back to top