Kavi Help CenterKavi® Members Help
| Chapter 91. Individual Membership Applications | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Individual Membership Applications tool allows administrators to view and moderate membership applications and approve or deny applications 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 individual 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 an Individual Membership Application tool. You must use the Manage an Individual Membership Application tool if you want to edit the application or send customized email to an applicant.
Approve or deny individual membership applications in bulk.
Access the Manage an Individual Membership 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
- User
Applications that meet your search criteria are displayed. Click to select the application you wish to manage.
- Membership Type
Set this value to search for a particular membership type. If set to the default value, 'Any Membership Type', the results will not be restricted by membership type.
- Membership State
Set this value to search for companies with a particular type of pending membership state. If set to the default value, 'Any Pending State', the search will return all types of pending applications that meet the other search criteria.
Applications that meet your search criteria are displayed.
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.
- Membership Type
The type of membership for which this individual is applying.
- Membership State
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The state of this membership application.
This will be one of the following pending states:
- Pending Bill Payment
A membership application will be in this pending state because the membership fee has not yet been paid. This only applies to fee-based membership types on sites where Kavi® Billing is installed.
- Pending Moderation
A membership application will be in this pending state because it is awaiting moderation. This only applies to moderated membership types.
- Pending Start Date
A membership application will be in this pending state because it is awaiting its start date.
- Pending Prerequisites
A membership application will be in this pending state because prerequisite conditions have not all been met. This only applies to membership types with prerequisites, such as legal forms that must be filed with the organization before the membership can be approved.
- 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.
You've just moderated a set of individual membership applications. Click Moderate Another Set if there are other individual membership applications you wish to moderate.
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| Chapter 90. Manage a Company Representative Application |  |
Chapter 92. Manage an Individual Membership Application |