Kavi Help CenterKavi® Members Help
| Chapter 92. Manage an Individual Membership Application | ||
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Part VIII. Kavi Members Admin Tools | 
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Table of Contents
The Manage an Individual Membership Application tool allows administrators to view and moderate an individual membership application by approving or denying the application.
There are two tools that allow you to manage individual membership applications. Use this tool when you want to moderate a single application, review or manage this individual's account information or send an email notification to someone whose application you deny. Use the Individual Membership Applications tool when you want to manage applications for individual memberships in bulk.
Approve or deny a specific individual membership application.
Edit an applicant's information.
Send an email notification to this user and designated contacts if the application is denied.
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.
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.
Information for the individual you selected is displayed, along with links to tools that allow you to manage this information.
This section includes links to Edit a User and Edit an Individual Membership tools, as well as options that allow you to moderate this membership and optionally add an activity note to this user's record.
User information and membership management options:
- User Information
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Information about this individual is displayed. Press Edit if you want to change any of this information. Most field names are similar to the labels seen on Kavi Members pages.
Fields that may not be familiar include:
- Preferences
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This user's privacy preference settings.
Depending on web site configuration, the following fields may be displayed:
- Receive Members Email
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If set to 'Yes, send general members email' this user will be sent all the usual members email. If set to 'No, do NOT send general members email', this user will be unsubscribed from the Members@(your site domain.org) email list and may be excluded from email sent through the 'Send Template-Based Email' tools.
Note
Administrators may also use this field to make decisions about what other kinds of communications to send to this user. This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
- Privacy Option
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If set to 'Yes, share information', user information will be displayed on the roster.
If set to 'No, do NOT share information', this user's information or entire account can be hidden, depending on the site configuration. Selecting this setting has the following effects:
Removes (or partially hides) this user from the company roster. This roster is only available to other users who belong to the same company and to administrators. The kinds of information that are hidden depends on organization policy and site configuration.
Removes (or partially hides) this user from membership rosters and directories.
In Kavi Groups, sets 'Display my address and phone number in addition to my name and email address' to 'No'.
Note
Administrators may use this field to make decisions about whether this user should be displayed in other places that are unique to this site.
- Company Administration and Contact Types
A list of any Company Administration and Contact Types assigned to this user.
- Types Granted through Membership
A list of any general User Types assigned to this user through membership.
- General User Types
A list of any general User Types assigned to this user.
- Administrative Access
A list of any User Types assigned to this user that convey administrative access privileges.
- Membership Information
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If you want to set the start or end dates of this membership, click Edit. If you want to replace the membership type with a different type, press Replace. If you want to delete the pending membership, press Delete. To capture the URL of the membership status page for the confirmation email or troubleshooting purposes click Public Membership Status Page.
Fields may include:
- Membership Type
The name of the membership type.
- Membership State
The state of this membership in the membership workflow process (e.g., 'current', 'archived', 'pending moderation', etc.).
- Membership Status Page
Click Public Membership Status Page to capture the URL for confirmation or troubleshooting purpose.
- Moderation Options
Click one of the following options to approve or deny this application.
- Approve this membership
Select this option if you would like to approve this membership application. If you approve this membership, automated email notification of approval may be sent to this individual and any admin contacts, if scheduled. Refer to the View Email Schedule tool for more information.
- Deny and delete this membership
Select this option if you would like to deny this membership application. Once denied, the pending membership will be deleted from the Kavi Members database. If you deny this application, you will have an opportunity to send an email in the next step.
- Notes
Add a note to this user's activity history. This note is visible to administrators only, and can be viewed through the User Activity History tool.
This page displays the scheduled email generated by actions you've just initiated through this tool. Each scheduled email is listed by the name. These don't include scheduled email for other applications that may be installed, such as Kavi Billing or Kavi Showcase.
By default, each email in the queue is set NOT to go out. If you want to send this email, set the 'Send Email' option to 'Yes, send this email.', then review the message and edit if desired. When you press the Send Selected Email button, the email you selected will go out immediately. Any message you opted not to send will be suppressed, so you may need to manually generate a message at a more appropriate time through the Send Template Blast to Company Representatives or Send Template Blast to Users tools. The email templates used for scheduled email listed here are available to you when generating manual email blasts through these tools.
To identify the template used to generate this email, go to the View Email Schedule tool and find the value in the 'When' column that most closely resembles the heading here. The name of the template used for that scheduled email is displayed in the 'Template' column.
Fields:
- Email template
The email template on which this email is based. The default template is preselected in the pulldown list. If you wish to use a different template, select your preferred template in the pulldown list and click 'Change Template'.
- To:
The recipient(s) to whom this email is sent.
- Cc:
A list of email addresses, aliases or contacts that will be cc'd when this email notification is sent.
- From
An email address identifying the sender of this email. This field is usually prefilled with an administrative alias in the general format of 'admin@your_domain.org'.
- Subject
The text that appears on the subject line of the email.
- Body
The body stores the contents of the email message. This is prefilled with information that you may edit before sending the message.
You've just moderated this individual membership application, and the information is displayed for you to review.
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| Chapter 91. Individual Membership Applications |  |
Chapter 93. Company Membership Applications |