Kavi Help CenterKavi® Members Help
| Chapter 117. Edit 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 Edit a Company Administration and Contact Type tool is used to redefine or fine-tune existing types, including default as well as custom types. These types are assigned to classify users according to the way they represent their company to the organization. They may be assigned automatically when users are added to the database or when a user is assigned to a special position such as primary contact. When assigned to users who hold special positions, they usually confer the roles these users will need to fulfill their responsibilities. Company Administration and Contact Types may also be used just to classify company representatives or staff in ways that are useful to the organization.
Important
Since users acquire roles by being assigned types associated with those roles, editing the list of roles associated with a type will change the access privileges for all users who have been assigned this type.
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.
Edit the name or description of a Company Administration and Contact Type.
Add or remove roles to grant or revoke access privileges associated with this type. These changes will go into effect immediately and change the access permissions of every user who is assigned this type.
Change the category if the type was misclassified or the level of access granted through roles has changed significantly.
Set whether this type should be defaulted or not. If the default box is checked, this type will be preselected in lists displayed to administrators when adding or editing a user and assigned to users automatically as they are added to the Kavi Members database.
Edit the name, description or category for the Company Administration and Contact Type you want to edit, designate this type as default or not, and edit the list of associated roles as desired in order to confer appropriate access privileges on this type. You may also toggle the settings that 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 116. Add a Company Administration and Contact Type |  |
Chapter 118. Delete a Company Administration and Contact Type |