Kavi Help CenterKavi® Members Help
| Chapter 89. Company Representative Applications | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Company Representative Applications tool allows administrators to view and moderate company representative applications that are in a pending state and approve or deny applications, either in bulk or singly.
Your organization may have opted not send email for applications that are denied. To check on this, use the View Email Schedule tool.
There are two tools that allow you to manage company membership applications. Use this tool to moderate applications in bulk, or click the Manage Application link for a specific application to manage the application singly through the Manage a Company Representative Application tool. You must use the Manage a Company Representative Application tool if you want to edit the application or send customized email to an applicant.
Approve or deny company representative applications in bulk.
Access the Manage a Company Representative Application tool if you want to view detailed information about a specific applicant, edit the application or send a customized email notification.
Set any or all optional search fields to define the search criteria. If you set more than one field, the search only retrieves applicants that match All the fields you've set.
Options
- Name or Email
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Enter a full or partial value for the first name, last name, username or email address of the user or group of users whose information you want to view, or leave this field blank to see all users who meet your search criteria. To increase the number of potential matches, expand the search by entering a partial value in this field and consider leaving other search fields set to the default values. To reduce the number of potential matches, provide more complete values in this field and consider setting other fields to further restrict the search.
Because the Kavi Members search functionality can perform partial matches, it is flexible and can serve many purposes. Here are a few examples:
Want to find all users who share an email domain? Enter just the domain portion of the email address.
Unable to find a user by name or email address? Perhaps it has been misspelled. Enter the first few letters of the name or email address and try the search again.
Not sure if the person for whom you are searching is named Dan Johnson or John Danson? You could enter 'Dan'—or 'John'—to find this individual.
- Company
Set this value to retrieve users who belong to a specific company.
- Status
Set this value to search for users with this status. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive users.
- Display Size
Select the number of applicants to be displayed per page.
Applications that meet your search criteria are displayed. Click to select the application you wish to manage.
The list contains the following fields:
- Applicant
The name of the individual applying for membership.
- Manage Application
A link to a tool that will allow you to manage this application individually.
- Company
The company this user represents.
This user's email address. It is important that an email address be added whenever possible, be correct and kept up-to-date. If an email address is incorrect or absent, the user won't be able to receive Members email or be automatically subscribed to the usual mailing lists.
- Last Modified
A date indicating the last time the user's information changed.
- Approve
Click this option to approve an application.
- Deny
Click this option to deny an application.
You have two options for managing these applications:
- Moderate applications in bulk
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To moderate multiple applications, click 'Approve' or 'Deny' for each applicant you wish to moderate, then click Preview.
Note
Applications denied through this bulk moderation process are immediately deleted, and automated email notification will not be sent. If you wish to send an automated email, use the Manage Application link.
- Manage an application individually
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To manage a single application, click the Manage Application link.
Note
Use this link if you wish to send automated email notification or edit the applicant's record.
All pending applications retrieved in your search are redisplayed according to the type of action you selected:
Approve These Applications
Deny These Applications
Ignore These Applications
If you are satisfied that these applications have been moderated correctly, click Moderate.
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| Chapter 88. Add Company Activity Record |  |
Chapter 90. Manage a Company Representative Application |