Kavi Help CenterKavi® Members Help
| Chapter 109. Edit a User Type | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Edit a User Type tool is used to redefine or fine-tune User Types, including default as well as custom types. These types may be assigned to users when they acquire individual memberships, assigned to users who hold special positions in the organization to confer administrative or editorial roles and privileges, or assigned to group and classify users 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 User 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 databases.
Edit the description or category for the selected type, set as default or not, or edit the list of associated roles in order to change the access privileges conferred through this type.
- 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.').
- Category
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The category assigned to a Company Type or User Type determines how and where the type will be displayed on tool pages. The default categories are: 'general', 'general (with membership only)', 'admin' and 'editor'.
If you are adding or editing a type and aren't sure how to categorize it:
If the type is assigned through memberhip, it belongs in the category 'general (with membership only)'.
If the type isn't assigned through membership and doesn't confer roles that grant editor or admin privileges, it belongs in the category 'general'.
If the type isn't assigned through membership and confers roles that grant admin privileges, it belongs in the category 'admin'.
If the type isn't assigned through membership and confers roles that grant editor privileges but not admin privileges, it belongs in the category 'editor'.
- general
A category assigned to a type to indicate that this type has only a basic level of access to the organization's Web site. The 'general' category is assigned to types which are not associated with the 'editor' or 'admin' roles; and which are acquired by being assigned to users regardless of membership status, rather than types acquired only through membership.
- general (with membership only)
This category is assigned to types that are acquired only through membership. It generally confers at least one role (such as the default role 'member') that grants access to Member areas of the Web site. Types assigned through membership rarely confer privileged roles such as those that grant Admin tools or Kavi Edit access.
- admin
This category is assigned to types that confer roles which grant administrative access. Types in this category should be assigned only to privileged users who need access to Admin tools. These types are displayed in the 'Administrative Access' section of tool pages. They do not appear in the list of types that can be granted through membership when defining Membership Types.
- editor
This category is assigned to types that confer roles which grant Kavi Edit access. These include types such as Organization Editor that convey the default 'Editor' role (which grants the user permission to edit all areas of the Web site and to define custom Editor Types with more limited privileges) or a custom Editor Type whose role is generated automatically to provide Kavi Edit access to the set of pages specified by the Organization Editor when the type was defined. Editor Types are displayed in the 'Kavi Edit Access' section of tool pages. They do not appear in the list of types that can be granted through membership when defining Membership Types.
- 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.
- 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.
- Action
Links you can click if you want to edit or delete a type.
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| Chapter 108. Add a User Type |  |
Chapter 110. Delete a User Type |