Kavi® Members Help

Chapter 117. Manage User Types


The Manage User Types tool allows Super Admins to view and manage all User Types for this site. These include custom User Types assigned to users when they acquire individual memberships, privileged default and custom User Types that confer administrative or editorial roles and privileges, and general custom types created to classify users in ways that are useful to the organization.

If you want to manage types used to classify and grant roles to people representing member or staff companies, use the Manage Contact Types tool.

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.

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How to Manage User Types

View a list of existing types, plus links to tools to add, edit or delete a User Type.

Tool Links

  • View existing User Types, their description, category and any associated roles.

  • Access the Add a User Type tool to add one or more custom User Types.

  • Access the Edit a User Type tool to edit custom or default types.

  • Access the Delete a User Type tool to delete a custom User Type.



The name of the type.


A short textual description of the type.


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


This category is assigned types that are NOT acquired through membership and confer roles that grant no more than a basic level of access (if any). This excludes types that grant administrative or editorial roles.

General (with membership only)

This category is assigned to types that are acquired only through membership.

Admin Access

This category is assigned to types that confer roles that grant administrative access. Types in this category should be assigned only to privileged users who need access to the site's Admin Areas and tools.

Editor Access

This category is assigned to types that confer roles that grant Kavi Edit access.

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.


Links you can click if you want to edit or delete a type.

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