Kavi® Members Help

Chapter 84. Manage a Company


Use the Manage a Company page to view a company's information and access the tools you need to edit company information, view its activity history, manage its users and deactivate or delete the company. Information presented here includes Company Types and whatever roles are conferred through these types and inherited by users who belong to the company. If the membership feature is enabled on your site and this is a Member Company, you can manage memberships here, too.

Remember that Kavi Members requires every user to be assigned to a company, so the term "company" applies generically to companies, nonprofits, academic institutions, government agencies, regional offices, fan clubs, etc. If your organization offers individual memberships, it may add Companies for Individuals to group Individual Members and Individual Nonmembers so they can be managed effectively.

Your organization may allow the 'Primary Contact' and other company administrators to edit their company's roster and other information as a way of dividing the workload between the organization and the company. The 'Primary Contact' and other company administrators use Kavi Members Company Admin tools to access their company's roster and other information. Your organization may reserve the ability to add new users, or edit the company name or url, for Organization Admins only.

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How to Manage a Company


Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. When you are finished setting the search criteria, press Search. For faster searches, set multiple search criteria to retrieve a narrowed set of results. When multiple search fields are set, the results only include companies that match all search criteria.

If your search doesn't retrieve the results you need, use the Back button to return to the search step and reset the search parameters to retrieve a larger set of records (e.g., search by partial name instead of full name).

To view all available companies, leave all search fields set to their default values, but searches that retrieve a large number of records are inherently slower than searches that retrieve a small number of records, consume more system resources and can negatively affect site performance.

Search Option Description
Company Name Enter a full or partial value for the company name. The search has partial match capabilities, so if you've entered the full name and didn't retrieve the information you seek, try entering a partial name to account for differences in spelling, abbreviations, punctuation, etc.
Status Set this value to search for companies with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive companies.
Company Type Select a Company Type to retrieve companies with this type only, or use the default value 'All Company Types' to retrieve all types of companies.
Purpose et this value to search for companies with a specific purpose. If set to the default, 'Any Purpose', the search results will return companies with any 'Purpose'.


The results of your search are displayed. Select the company you want and click the Select button.


Information for the company you selected is displayed, along with links to tools you can use to manage this information.


Link Description
Edit Click the edit link to go to the Edit a Company tool where you can walk through forms displaying this company's account information and change data as needed.
Edit Admin Info Click the Edit Admin Info link to skip directly to the Admin Info form.
Activate/Deactivate Click these links to go to the Change Company Status tool. Deactivation instantly deactivates this company's users, which revokes these users website access but leaves their account data intact. Reactivating a company activates its users and restores website access, assuming the company or user has types and roles that confer access privileges. You may add an Activity Note for future reference.
Activity History The Activity History presents a searchable history of changes made to this company's account.
Email Primary Contacts Click this link to Send Template Blast to this company's Primary Contact(s). You may change the email template and personalize the message if you wish.

Types and Access

Field Description
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.

Types Assigned through Membership If Kavi Membership is installed and your organization offers memberships to companies, this shows the company's current Company Membership Type, and Company Types conferred through this membership.
Company Types Company Types assigned to this company (independently of any that might be assigned through membership). All this company's users inherit roles associated with these types. 'General' Company Types may be associated with roles that provide basic website access. Types in the 'Admin Access' category provide administrative access, so these are generally assigned to Staff Companies only.


Membership fields are present if Kavi Membership is installed and configured, and this user's purpose is Individual Member. This section shows the member's entire membership history.

If any columns are sortable, the column heading is underlined. An arrow shows which column the data is sorted upon, and the direction of the arrow shows whether the data is ordered from top-to-bottom or bottom-to-top. Click a heading to sort the results by this column, and click again to reverse the order.

Membership Field Description
Membership Type The Company Membership Type. Administrators can view more information about this type by clicking the View Access Configuration link. Super Admins can view the complete details in the Manage Company Membership Types tool.
Membership State The state of this membership in the membership workflow (e.g., 'current', 'archived', 'pending moderation', etc.).
Bill This column is present if Kavi Billing is installed. Click the Manage Bill link if you want to view or manage this membership bill in the Manage a Bill tool.
Term The term of this membership, as defined by the Start Date (i.e., the date the membership goes into effect) and the End Date.

Links to tools used to manage memberships.

  • Click Edit to set the member's renewal intentions, or to reset the start or end date.

  • Click Renew to renew a current membership with any type of membership. The renewed membership starts when this current membership expires.

    If you expect to see a Renew link here, but it isn't displayed, the membership was already renewed. The new membership may be in a pending state. To view the pending membership or complete the renewal process, use the links that are available for the new membership.

  • Click Replace to replace a current membership with another type of membership. The current membership terminates as the replacement membership goes into effect. Bills for replacement memberships usually need to be managed manually.

  • Click Delete to permanently remove a membership. This removes all trace of the membership from the membership history.

Company's Users

This section lists every user who belongs to this company. You may use the text box to search for a user by name or username, or use the pull-down lists to select users with a specific Contact Type or status. If this is a Member Company, the 'Primary Contact' is listed first, and other users are listed alphabetically by default. Click the arrow in the 'Status' column to sort 'active' from 'inactive' users.

If you want to add a new user to this company, click Add User. If you want to view or edit an existing user, click the Manage link for this user.

User Option Description
Add a User The full name of a user who belongs to this company.
Filter Users To retrieve a specific user, enter a partial or full name, username or email address in the text box, then click Display. You can also filter users by Contact Type or status. Select the Contact Type and/or Status from the pull-down lists, then click Display.
Results per page If the company has a lot of representatives in the organization, this page may only display some of them. Change the results per page if you want to see more users.
Name The full name of a user who belongs to this company. Click the column heading to sort the user's in alphabetical order or reverse alphabetical order.
Contact Types The Contact Types Assigned to these users. The company's Primary Contact appears at the top of the list.
Status This is either 'active' or 'inactive'. Inactive users can't log into protected areas of the website.
Manage If you want to view or a edit user's account information, click the Manage link for the company.
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