Kavi Help CenterKavi® Members Help
| Chapter 116. Add a Company Administration and Contact Type | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Add a Company Administration and Contact Type tool is used to create custom types to be assigned to users according to the way they represent their company to the organization. These types include custom User Types designed to be 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 add types to be assigned to individuals through memberships or individuals who hold special positions in the organization independent of company affiliation, such as organization administrators versus company administrators, use the Add a User Type tool.
If you aren't familiar with the way that roles and types are used to confer access to Kavi Members tools and other areas of the Web site, you should study 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, Company Administration and Contact Types and User Types.
The Concepts documents include a chapter on Company Administration and Contact Types that you should read before creating a Company Administration and Contact Type for the first time. Here are some links to sections of that document that provide some hopefully helpful hints about creating specific kinds of Company Administration and Contact Types.
Add one or more custom Company Administration and Contact Types.
Company Administration and Contact Types may be created without any associated roles as a handy way to define a group of users sharing some common characteristic. Once you've created the type, you can quickly retrieve all users who have been assigned this type by performing a search based on this type through the User Data Report or other tool.
Provide a name, description and category for the Company Administration and Contact Type you want to add, designate as default or not, and select associated roles in order to confer access privileges on this type. Select whether to allow this type of user to unsubscribe from the general members mailing list or not.
- Name
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The name of the type.
Important
This name must be unique.
It is recommended that type names be capitalized as proper nouns to differentiate them from roles with similar names. Capitalized names also display nicely in reports.
- Description
A short textual description of the type. If this type conveys any access, the description should include this information (e.g., 'Conveys access to Members and Board areas.').
- Associated Roles
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Select zero or more roles for your new type.
Note
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.
- Category
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The category assigned to a Company Admin and Contact Type determines how and where that type is displayed on a tool page, and indicates whether the type should be assigned broadly or only to company representatives who hold special positions (e.g., Primary Contact) and require privileged access to company data or company web page content in order to discharge their responsibilities. The categories are: 'General', 'Admin Access' and 'Editor Access'. Types are assigned the 'General' category unless they are associated with roles that confer administrative or editorial access.
- General
A category assigned to types used solely for classification or types associated with roles that confer basic Members Area access.
- Admin
Types assigned to this category are displayed in the 'Admin Access' section of the Manage a User toolset to identify them as types that confer administrative access. Types in this category are associated with the 'company_admin' role, which confers access to the Company Admin menu and tools used to manage company data. Types in this category should be assigned only to designated company representatives who are responsible for maintaining their company's data.
- Editor
Types assigned to this category are displayed in the 'Editor Access' section of the Manage a User toolset to identify them as types that confer administrative access. Types in this category are associated with editor roles, which confer access to Kavi® Edit tools. Types in this category should be assigned only to designated company representatives who are responsible for maintaining their company's web site content.
- Force Email Subscription
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Specify whether users of this type may unsubscribe from the general members mailing list.
- Force Subscription
Select this option to force all users who are assigned this type to subscribe to the general members email list.
- Allow Unsubscribing
Select this option to permit users who are assigned this type to unsubscribe if they wish.
- Auto-Assign
Select this option if you would like this type to be automatically assigned to new users who submit membership applications online. This option will also be 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.
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| Chapter 115. Manage Company Administration and Contact Types |  |
Chapter 117. Edit a Company Administration and Contact Type |