Kavi® Members Help

Chapter 38. Individual Membership Application


Use the Individual Membership Application form to apply online for membership in this organization. You may be asked to agree to terms and conditions before you are allowed to complete the application form. When the application is displayed, enter your personal and contact information in the provided fields. Asterisks indicate required fields. You don't have to enter information in optional fields, but it can make it easier to interact with the organization and other members, and take full advantage of all your membership benefits.

If there is a membership fee, you may be able to pay online with a credit card. If this is not an option or you prefer to use another form of payment, see the instructions provided on the form.

Many organizations send membership applications for moderator approval, in which case the application process cannot be completed immediately. You may be required to submit additional forms in hardcopy before moderators can approve your membership, so be sure to read and follow the instructions in the online application forms.

When you have completed the application and clicked the submit button, the Membership Information page is displayed. This page provides important information about the status of your application and information about what happens next in the application process. This confirmation page always displays the real-time status of your company membership and has a persistent URL so it can be bookmarked for future reference.

Once your application is approved and your membership goes current, you will receive an email with a login link and further instructions at your primary email address. Click this login link to be taken to a page where you can set your password.


An approved applicant is issued a login link rather than a password because there is no way to guarantee the confidentiality of information transmitted via email. The login link provides you with one-time login permissions. When you click this link you will be taken to a page where you can enter the password you want to use from now on. You may also have the option of editing your username. Make a note of the username and password, since you will need them the next time you login.

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How to Complete the Individual Membership Application

Membership application forms are configured uniquely for each type of membership, so the form you use may not contain all the fields described here, and may contain additional fields that specific to this organization and can't be documented in the online help.

Personal Information

Enter your name, primary email address and other information in the appropriate fields. You may be allowed to opt-out of the members newsletter subscription, or given a privacy opt-out that will omit certain kinds of personal and contact information from member directories. If the membership is auto-renewing, you may opt-out of automatic membership renewal. When you are done entering your information, click Next to submit your application form.

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 Kavi® Groups in which the user participates and other dynamic lists.
Primary Email Address

Enter the email address where you want to receive your login link and other member emails. Make sure you enter your primary email address correctly, since login instructions are sent to this address when your membership becomes current. The primary email address is usually required, but if it is not, you should enter one anyway, since you cannot be sent a login link or automatically subscribed to the Members announcements list unless you provide an email address at this time. If you submit an application without a valid email address, you will have to contact organization administrators later in order to get your account login and subscription to the Members mailing list.

You may be allowed to enter other email addresses. Kavi Workspace automatically adds alternate email addresses as Posters when you subscribe to a mailing list, so you can use this addresses to post to the mailing list, depending on the mailing list's posting rules.


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'

Auto-Renewal Opt-Out

If this option is displayed, you may opt-out of auto-renewal. Auto-renewal simply initiates the membership renewal process automatically. If there is a fee for this membership a bill is created but your credit card is NOT automatically charged. You pay the bill for an auto-renewed membership as you would pay for any renewed membership. If you opt out of auto-renewal, you can renew your own membership or an administrator can do it for you.

Most auto-renewed memberships are renewed at the same membership level. If your organization offers different levels of memberships and you wish to renew at a different membership level, simply contact an organization administrator when you receive the renewal notice and the administrator can handle this for you.


Displays membership information for you to review before submitting your application. This information includes any fees that may apply and indicates whether the membership is auto-renewed or not.

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.

Pay a Bill

If this is a billed membership, you are taken to the Pay a Bill tool. If this organization has online credit card payment enabled, you can pay your bill by credit card and print a receipt. When you are done with this process, click the 'Back to Membership Status' button to have the Membership Status page displayed.

Membership Status

When you have completed all the steps that can be performed online at this time, the Membership Status page is displayed. You should bookmark this page for future reference, because it always displays the current status of your memberships and provides everything you need to manage your membership.

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