Kavi Help Center| Kavi® Members Help | ||
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Table of Contents
- I. Kavi Members Concepts and General Instructions
- 1. Kavi Members: Member Management for Your Organization's Web Site
- 2. Managing Companies and Users
- 3. Purpose
- 4. Rosters and Directories
- 5. Logging
- 6. How to Configure Kavi Members
- 7. Membership Application and Company Representative Signup
- 8. Accepted Domains
- 9. User and Company Privacy Options
- 10. Access
- 11. Status, Activation and Deletion
- 12. Roles
- 13. Types
- 14. Company Types
- 15. Company Admin and Contact Types
- 16. User Types
- 17. How to Manage Access
- 18. Membership
- 19. Membership Workflow
- 20. How to Set Up Membership Types
- 21. How to Issue Membership Bills
- 22. Membership Renewal
- 23. Scheduled Email
- II. Kavi Members FAQ
- III. Kavi Members Public Area Tools
- IV. Kavi Members User Tools
- V. Kavi Members Company Tools
- VI. Kavi Members Directories and Rosters
- VII. Kavi Members Reports
- 53. Run a Report
- 54. User Activity History
- 55. User Activity Log
- 56. Company Activity History
- 57. Company Activity Log
- 58. Full Activity Log
- 59. Companies Over Time Graph
- 60. Users Over Time Graph
- 61. Users and Companies by Type Graph
- 62. Membership Expiration Over Time Graph
- 63. Membership by Type Graph
- VIII. Kavi Members Admin Tools
- 64. Add a User
- 65. Manage a User
- 66. Edit a User
- 67. Edit a User—Manage Applications Tools
- 68. Delete a User
- 69. Add an Individual Membership
- 70. Delete an Individual Membership
- 71. Edit an Individual Membership
- 72. Renew an Individual Membership
- 73. Replace an Individual Membership
- 74. Change Username and Password
- 75. Change User Status
- 76. Add User Activity Record
- 77. Add a Company
- 78. Manage a Company
- 79. Edit a Company
- 80. Edit a Company—Manage Applications Tools
- 81. Delete a Company
- 82. Add a Company Membership
- 83. Delete a Company Membership
- 84. Edit a Company Membership
- 85. Renew a Company Membership
- 86. Replace a Company Membership
- 87. Change Company Status
- 88. Add Company Activity Record
- 89. Company Representative Applications
- 90. Manage a Company Representative Application
- 91. Individual Membership Applications
- 92. Manage an Individual Membership Application
- 93. Company Membership Applications
- 94. Manage a Company Membership Application
- 95. Send Simple Email
- 96. Send Template Blast to Users
- 97. Send Template Blast to Company Representatives
- 98. View Email Schedule
- IX. Kavi Members Super Admin Tools
- 99. Set Organizational Properties
- 100. Configure Company Representative Signup Options
- 101. Configure Privacy Options
- 102. View Access Configuration
- 103. Manage Roles
- 104. Add a Role
- 105. Edit a Role
- 106. Delete a Role
- 107. Manage User Types
- 108. Add a User Type
- 109. Edit a User Type
- 110. Delete a User Type
- 111. Manage Company Types
- 112. Add a Company Type
- 113. Edit a Company Type
- 114. Delete a Company Type
- 115. Manage Company Administration and Contact Types
- 116. Add a Company Administration and Contact Type
- 117. Edit a Company Administration and Contact Type
- 118. Delete a Company Administration and Contact Type
- 119. Configure Global Membership Application Options
- 120. Manage Company Membership Types
- 121. Add Company Membership Type
- 122. Edit Company Membership Type
- 123. Delete Company Membership Type
- 124. Configure Company Membership Application Options
- 125. Manage Individual Membership Types
- 126. Add Individual Membership Type
- 127. Edit an Individual Membership Type
- 128. Delete Individual Membership Type
- 129. Manage Email Schedule
- 130. Schedule an Email
- 131. Edit a Scheduled Email
- 132. Delete a Scheduled Email
- 133. Change Scheduled Email Status
- 134. Manage Email Templates
- 135. Add an Email Template
- 136. Edit an Email Template
- 137. Delete an Email Template
- 138. Upload Data
- 139. Manage Activity Types
- 140. Add an Activity Type
- 141. Report Builder
- 142. Add a Report
- 143. Edit a Report
- 144. Delete a Report
- 145. Change Report Status
- 146. Change Company Purpose
- 147. Check Data Integrity
- 148. Generate Login Keys
- 149. Delete Logs
- 150. Configure Kavi Members: All Options
- 151. Installed Member Directories and Rosters
- X. Appendix
- A. Preparing CSV Files for Upload
- B. Predefined Data Fields
- C. Kavi Members Default Roles
- D. Kavi Members Default Types
- E. Sample Company Data Files for the Upload Data Tool
- F. Sample User Data Files for the Upload Data Tool
- G. Kavi Members Email Template Variables
- H. Upload Data Instructions for Add, Edit and Delete Actions
List of Figures
- 1.1. Application links on the Admin Home page
- 1.2. How Kavi Members shares user and company contact information
- 2.1. Users and Companies
- 3.1. Examples of each company purpose
- 3.2. Examples of each user purpose
- 3.3. Matching user with company purposes
- 5.1. Activity history, company log and full activity log
- 6.1. Kavi Members setup steps
- 7.1. Example membership approval process
- 7.2. Membership Status page
- 7.3. Company representative signup process
- 10.1. Schema of main access areas
- 10.2. The Members Landing page as displayed to an Organization Admin or other user with the 'org_admin' role.
- 10.3. The Members Landing page as displayed to a Board Company Primary Contact or other user with the 'member', 'board' and 'company_admin' roles.
- 11.1. The effects of deactivation vs. deletion
- 12.1. How roles correspond to areas
- 12.2. Types and associated roles
- 12.3. How types assigned to a company and user affect a user's role cache.
- 13.1. How User Types and Company Admin and Contact Types are Displayed
- 18.1. Types assigned through membership
- 19.1. Standard membership workflow
- 20.1. Possible consequences for expired memberships
- 21.1. Example membership billing process: quick
- 21.2. Example membership billing process: extended
- 22.1. Renewal forms for active members
- 22.2. Public request for renewal link form
- 23.1. Example email schedule
List of Tables
- 12.1. Types, roles and access areas
- 19.1. Membership Workflow States
- 19.2. Membership workflow state messages
- 23.1. Example membership email notices
- 23.2. Example company representative email notices
- 100.1. Moderation and accepted domains interactions
- 141.1. Kavi Members default Report Types
- 141.2. Kavi Members default reports
- 142.1. Report filtering options
- 143.1. Report filtering options
- A.1. File and template sources by data type
- B.1. Company Data Fields
- B.2. User Data Fields
- B.3. Address Data Fields
- B.4. Membership Data Fields
- C.1. Kavi Members default roles
- D.1. Default Company Types
- D.2. Default Company Administration and Contact Types
- D.3. Default User Types
- E.1. Sample data file for adding companies
- E.2. Sample data file for adding companies and memberships
- E.3. Sample data file for editing companies
- E.4. Sample data file for editing companies to add memberships
- E.5. Sample data file for deleting companies
- E.6. Sample data file for deleting companies
- F.1. Sample data file for adding users
- F.2. Sample data file for adding users
- F.3. Sample data file for editing users
- F.4. Sample data file for editing users to add memberships
- F.5. Sample data file for deleting users
- G.1. Company Template Variables
- G.2. Organization Template Variables
- G.3. Membership Template Variables
- G.4. Template Variables for Users
- H.1. Fields required by Upload Data
- H.2. Other required fields
- H.3. Fields required by Upload Data
- H.4. Other required fields
- H.5. How to prepare membership fields
- H.6. Fields required by Upload Data
- H.7. Fields required by Upload Data
- H.8. Fields required by Upload Data
- H.9. Other required fields
- H.10. Other required fields
- H.11. Other required fields
List of Examples
- 8.1. Example:
- 13.1. How a member company might acquire types and roles
- 13.2. How a staff company might acquire types and roles
- 13.3. How member company's 'Primary Contact' might acquire types and roles
- 13.4. How an Organization Admin might acquire types and roles
- 13.5. How types and roles are revoked from a former Primary Contact
- 21.1. A prorated membership fee
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| Part I. Kavi Members Concepts and General Instructions |