Kavi® Members 2.7 Release Notes

What is Kavi Members?

Kavi's membership managements system is the core component of all Kavi-powered web sites. Kavi Members has two primary tasks. First, it serves as an organization's member database, facilitating the membership signup and renewal process, automating and personalizing member communication, and creating member directories and company rosters. Secondly, Kavi Members controls access to private web content, keeps track of members' roles and permissions, and helps generate dynamic content for your web site.

New in Kavi Members 2.7

The new features in this release of Kavi Members are designed to support new member signup and membership renewal processes. In addition to the new membership signup features, many of the pages available in previous releases have been extended or reworked to improve the user interface and streamline administrative tasks.

Online membership signup & renewal

New pages for company membership applications, moderation tools, integration with Kavi Billing, and a robust set of configuration options allow Kavi Members to manage membership processes from the very simple to the very complex. For more information about the processes Kavi Members is designed to support, see the accompanying paper "Moderated Sign Up for Consortia Membership: Ensuring Compliance with Policies and Best Practices".

To enable the new signup and renewal features on your site, contact your Kavi project manager for more details.

New membership signup and renewal features include:

• New members can apply and existing members can renew their membership online
  A public listing of all membership types is automatically created, including terms, eligibility, and descriptions. The Account Status page allows membership applicants to receive detailed instructions and monitor the progress of their application
• Optional moderation lets administrators review each membership application before it's accepted
  Applications can be held for moderation while the organization awaits signed membership agreements or simply reviews each membership application for completeness.
• Extensive templating system allows organizations to tailor process and instructions as needed
  The email sent and information presented online about each available membership type and the membership process can be crafted to clearly carry the organization's message.
• Automated email notices keep members and administrators up-to-date with the progress of membership applications
  Email notices are sent to moderators when new applications are received. Schedule one or many renewal reminders to expiring members, and reminders to update contact information midterm.
• Membership fees can be billed online
  Through integration with Kavi Billing, membership applicants can be presented with bills for membership fees online. Prorated membership fees for memberships purchased mid-erm can automaticallly be calculated.
• New memberships can automatically grant web site access to one or many areas of the web site
  Web site access to protected areas of the site can automatically be granted when membership becomes current, and later revoked if the membership is not renewed in a timely manner.
• Configurable membership levels let you track membership rules, dependencies, and detailed information
  Kavi Members supports complex membership structures, including tiered membership levels, multiple concurrent memberships per member, and dependancy checking between memberships.
• Track the renewal process and generate reports showing members who have renewed, who intend to renew, and who have yet to renew
• Reports show number of members per type and allow administrators to download membership data
  Membership reports can be generated in real time to show detailed membership data, memberships in various steps in the membership process, and historical membership records.
• Administrative control to manipulate each membership as needed
  Administrators can edit the active dates of a membership, set whether email notices are sent about this membership, and update other information as allowed by the organization's membership rules.

New features available upon upgrade to all our customers include:

• New accounts for company representatives can be moderated by administrators
  Company representatives who apply for online access can now be held in a moderation queue until an administrator has time to review and approve their application. You can also now set up email notices to a company's primary contact and administrators every time a new company representative gains web site access.
• Improved Classification System
  • Simplified tools for organizing users and companies
  • Built-in support for managing staff and nonmembers
  • Simplified access controls make it easier to control who can access the protected areas of your web site
• On-the-spot editable email lets administrators edit messages before they are sent
  Administrators can see and edit the email sent to users when their accounts are updated. In the past, these email messages would be sent automatically before the administrator had an opportunity to review them.
• Enhanced company and user management pages further streamline common member management tasks
  Access all the available information about a company and its users from the Manage a Company or Manage a User pages. Tools to update contact information, access activity logs, update memberships, and send template-based email are all linked directly from the management page.