Kavi Help CenterKavi® Members Help
| Chapter 79. Edit a Company | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Edit a Company tool allows administrators to edit information for an existing company, including company contact information and privacy options.
Note
This tool is not used to edit a company's memberships. If this is what you would like to do, return to the Membership section of the Manage a Company page.
Edit information for a company that already exists in the Kavi Members database.
Search for a company or set of companies by setting any or all of the optional fields to refine the search criteria. To view all available companies, leave the search fields set to the default values. If you set search criteria in more than one field, the results will only show companies that match all search criteria.
Note
Depending on the path you took to this page, the Search and Select steps may have been accomplished through another tool, in which case you will not see the forms described in these first two steps.
Options
- Company
Enter a full or partial value for the company name. The default is 'Any Company'.
- Current Status
Set this value to search for companies with this status type. This can be 'Active' or 'Inactive', or use the default value 'Any Status' to retrieve both active and inactive companies.
- Purpose
Set this value to search for companies with a specific purpose: 'Member Company', 'Company for Individual Members', 'Nonmember' or 'Staff or Administration'. If set to the default, 'Any Purpose', the search results will return companies with any 'Purpose'.
- Company Type
Set this value to search for companies with this specific type, or use the default value 'All Company Types' to retrieve all types of companies.
This page allows you to edit general information about the company, including purpose, name and address, and privacy preferences. Most options are self-explanatory.
Options that may not be self-explanatory include:
- Purpose
This company's purpose. This can include 'Member Company' or 'Staff or Administration'. If this is a mixed or individual-based organization, the list of purposes will also include 'Company for Individual Members.' 'Nonmember' will only appear if this organization is configured to track nonmembers.
- Company Name
Enter the company's full name as it should be printed on a roster or mailing label.
- Company URL
Enter the full, official URL for this company, including the prefix 'http://' (e.g., http://www.example.com).
- Image or Logo
Add a company image or logo. If Kavi® Showcase is installed, this graphic will be part of the information from the Kavi Members database used to populate the company profile.
- Preferences
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Depending on organization policies, these privacy options may or may not be displayed.
- Privacy Option
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This option controls whether a Company Roster will be available for this company.
Note
This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
If set to 'Yes, share information', a roster of this company's users will be available on the Company Roster page.
If set to 'No, do NOT share information', a roster of this company's users will not be available on the Company Roster page.
- Show on Signup
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This option controls whether the company will or will not be displayed on the Company Representative Signup form.
If set to 'Yes, show on signup', this company will be displayed in the pulldown list that company representatives use to select their company.
If set to 'No, do NOT show on signup', this company will not be displayed in the pulldown list that company representatives use to select their company.
This form will be displayed if you are adding a company whose purpose is 'Member Company'. Use this form to enter company membership information, including the name of the primary contact and any membership types for this company. You may also set a start date for the selected memberships to override start dates that would otherwise be applied automatically. If you are adding a company whose purpose is not 'Member Company' this step will be skipped.
Options:
- Primary Contact
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Add the first and last name of the primary contact for this company. Be sure to add the following information for the primary contact (if available): primary email address, work phone and fax number.
If the 'Primary Contact' option in the Configure Company Membership Application Options tool has been set to 'Do NOT request', you will not be able to add primary contacts through the Add a Company or Edit a Company tools. You can always add primary contacts through the Manage a Company tool. You can also use the Manage a User tools and designate a primary contact by assigning the 'Primary Contact' User Type to a user who belongs to this company.
- Membership Type
Select one or more membership types for this company.
- Start Date
Use this option to manually override the start date that would otherwise be applied automatically as the membership is processed, or leave it blank to have the effective date automatically calculated once the membership renewal process is complete.
Available options depend on site configuration and the purpose of the company you are adding.
Options:
- Administrative Details
Company and membership information is displayed for you to review.
- Types and Access
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Company and membership information is displayed for you to review.
- Types Granted through Membership
A list of Company Types assigned to this company through their Company Membership Type. One or more of these Company Types conveys Members Area Access.
- General Company Types
Assign one or more General Company Types as appropriate. General types are assigned to classify companies, and don't confer any roles or access privileges, but they can be used to retrieve all companies that have been assigned this type (i.e., 'Adopter', 'Pacific Northwest', etc.).
- Administrative Access
Company Types that convey Admin access. Since assigning a privileged Company Type confers access on all users who belong to the company, these types are rarely assigned except to staff companies.
- Editorial Access
Company Types that convey Editor access. Since assigning a privileged Company Type confers access on all users who belong to the company, these types are rarely assigned except to companies whose users are responsible for editing Web content, such as a company for individuals created to group the organization's marketing department.
- Company Representative Signup
- Show on Signup form
Select whether this company is to be included in the companies listed on the Company Representative Signup form.
- Accepted Email Domains
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Enter a complete set of accepted domains for this company. A company's email domain is based on the domain of the company's URL, and appears in company email addresses following the @ symbol (e.g., username@example.com). The list of accepted domains provided by a company should include all the domains that may be used by users signing up as company representatives. Users whose domains are not included in this list will not be able to signup until the domain is added. In domain matching, subdomains such as 'research.example.com' match 'example.com', so as long as 'example.com' is on the list of accepted domains, it is not necessary to include subdomains.
For more information, see Accepted Email Domains.
- Options
- Notify Company
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If set to 'Yes, send email', a notification email will be sent to the company's primary contact. You can view and edit the email on the Send Email step.
If set to 'No', the Send Email step will be skipped and no email notification will be sent.
- Activity Note
Add a note to this company's record. This note will be visible to administrators only, and can be viewed using the Company Activity History tool.
This page is displayed if you have elected to send an email notifying the user of your actions. Review the prefilled fields and enter missing information or edit as appropriate. Press Don't Send Email if you opt not to send the message.
Fields:
- Template
The email notification template on which this email is based.
- To:
The user to whom this email will be sent.
- Cc:
A list of email contacts, aliases or addresses that will be cc'd when this email notification is sent.
- From
An email address identifying the sender of this email. Generally this field includes the administrative alias in the format admin@your_domain.org.
- Subject
The text that will appear on the subject line of the email.
- Body
The body of the email to be sent to the user.
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| Chapter 78. Manage a Company |  |
Chapter 80. Edit a Company—Manage Applications Tools |