Kavi® Members Help

Chapter 15. Company Admin and Contact Types

Introduction to Company Admin and Contact Types

Company Admin and Contact Types are used to classify users according to the way they represent their company to the organization. In Kavi Members, every user must be associated with a company and must be assigned a Company Admin and Contact Type to define the way they represent their company to the organization. This applies to all users, even users who aren't affiliated with a member company or staff company. These users may be assigned to a "company" that exists only in Kavi Members (and not in the real world), and is added to the database solely to group users so they can be managed effectively. The purpose of this kind of company is usually 'Company for Individuals'.

Company representatives usually acquire basic access through Company Types assigned to their company. Company Admin and Contact Types that correspond to special positions in the organization (e.g., 'Primary Contact') are assigned to users who hold these positions to classify them and confer additional access they require to fulfill the duties of these positions. Administrative and editorial privileges assigned through these types are limited in scope, providing access to a specific company's data, rather than access to the organization's data.

Unlike Company Types or User Types, Company Admin and Contact Types cannot be assigned through membership.

Users assigned certain Company Admin and Contact Types may be required to subscribe to the Members mailing list. When creating or editing a Company Admin and Contact Type, the 'Force Email Subscription' option allows you to configure whether users assigned this type will be allowed to unsubscribe from the Members list or not.

This document assumes you are familiar with Roles and Types.

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How Company Admin and Contact Types are used

Classifying Web site users into Company Admin and Contact Types provides a searchable attribute that can be used to quickly retrieve groups of users who have been assigned that type with the User Data Report or other tool. Unlike Company Types or User Types, Company Admin and Contact Types are seldom defined for the sole purpose of grouping users, in most cases, these types are defined to identify company representatives of various types and provide Web site access privileges so the company can pursue its membership benefits through its representatives.

Organizations grant different levels of Web site access privileges to different classes of users. A user who is a Company Representative for a member company will have regular Members Area access, but the user who serves as this company's contact person for the organization will be assigned the 'Primary Contact' Company Admin and Contact Type. In its default form it confers the 'company_admin' role which confers access to Company Admin area and tools used to manage company information. If Kavi® Billing and Kavi® Showcase are installed, they will associate roles with the 'Primary Contact' type, including 'billing_contact' and 'showcase_company_editor', which grant access to the company management tools for these applications.

Company administrators and other kinds of company representatives with special responsibilities frequently require Web site privileges beyond the basic level of access inherited through their company, and must be assigned additional Company Admin and Contact Types in order to acquire the roles they need to perform their duties. These kinds of users often "wear more than one hat," fulfilling multiple administrative or editorial positions. They may be assigned multiple company administration and contact types—or privileged User Types if they belong to a staff company— in whatever combination is necessary to grant them the roles required to fulfill the responsibilities of each of these positions.

Company Admin and Contact Types can be assigned to company representatives automatically as they are added to the database or manually by an administrator through Add a User, Edit a User or Upload Data.

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Default Company Admin and Contact Types

The most important default Company Admin and Contact Types are 'Primary Contact' and 'Company Admin' (a.k.a 'Admin'), both of which confer the 'company_admin' role, which grants access to Company Area tools and permission to manage the company's roster and other information. Company Represenatives who are assigned either of these types can edit the names, contact information and assign similar types to other users who belong to their company.

For a complete list of these default types, see Default Company Admin and Contact Types.

To view all available Company Admin and Contact Types (including sites custom to your site), use the View Access Configuration tools.

Automatically-generated types

The following Company Admin and Contact Types are installed automatically by Kavi Members by default: 'Primary Contact' and 'Company Admin'. Kavi® Billing installs 'Billing Contact', and Kavi® Showcase installs 'Showcase Company Editor'. The set of Company Admin and Contact Types installed by default are generally adequate to get a new organization's web site up and running.

The 'Primary Contact' default type is required by many applications so it cannot be deleted, but it can be edited with the Edit a Company Admin and Contact Type tool.

Custom-defined types

Custom types can be added as required for your site and deleted if no longer needed. Some common examples are 'Marketing Contact', 'Press Contact' and 'Technical Contact'.

A Company Admin and Contact Type cannot be deleted if it is in use. If you wish to remove a custom-defined type and the Delete tool link is not displayed, the type is in use. If you want to delete the type, use the User Data Report tool and search by type to get a report of users with this type, then use the Edit a User tool to remove this type from each user to whom it has been assigned.

Custom types can be added as required and deleted if no longer needed. To add a custom type, use the Add a Company Admin and Contact Type tool.

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Associating roles with Company Admin and Contact Types

Roles associated with Company Admin and Contact Types should provide company-level access only. These roles usually contain 'company' in their name, such as 'company_admin'. Roles that provide administrative or editorial access outside the scope of a specific company should be assigned through User Types.

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When creating types with admin privileges:

Company Admin and Contact Types should only confer roles that provide access to company data, as opposed to roles that grant global access. In other words, these types should not be able to edit the data of other companies.

Common configurations

Custom Company Admin and Contact Types are not as common as custom Company Types or User Types. It is more common to edit default types such as 'Primary Contact' by adding or removing roles. If you do this, be sure to update the description to reflect the new level of access.

Naming conventions

Company Admin and Contact Types tend to follow the same naming conventions as roles used by these types: they usually include the terms 'company' or 'contact'. The description should spell out any access granted through the type.

Associating roles

Roles associated with Company Admin and Contact Types should provide company-level access only. These roles usually contain 'company' or 'contact' in their name, such as 'company_admin' or 'catalog_contact'.

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When creating types with Kavi Edit privileges:

There are no default Company Admin and Contact Types that convey Kavi Edit privileges.

Common configurations

Scenarios in which a Company Admin and Contact Type should convey Kavi Edit privileges aren't especially common, but if an organization wants to allow Company Representatives to edit certain pages, the Organization Editor can create and assign a custom Editor type that grants editing permissions for a specific page (and any child pages). Kavi Edit automatically creates a role that grants Kavi Edit access to the designated area. These roles are then available when adding or editing Company Admin and Contact Types. If you aren't sure which areas the role controls, the Super Admin can or Organization Editor can visit the Kavi Edit Admin tools by appending '/keditor' to the URL of any page on the site.

Naming conventions

The name should include the terms 'company' and 'editor'. The description should spell out any access granted through the type.

Associating roles

Ideally the Editor type included the term 'company', since the role name is derived from the name assigned to the type. If you aren't sure which areas the role controls, look it up in Kavi Edit Admin tools by appending '/keditor' to the URL of any page on the site.

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When creating general types:

Classifying company contacts or company administrators into Company Admin and Contact Types provides a searchable attribute that allows administrators to search for this type of users quickly through the User Data Report and other tools. The most common use of these types as a semantic classification mechanism occurs in Kavi Showcase, where users may be identified as 'Marketing Contacts' or other kinds of contacts for profiles or items in the catalog so that their contact information can be displayed to people visiting the showcase.

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