Kavi Help CenterKavi® Members Help
| Chapter 115. Manage Company Administration and Contact Types | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Manage Company Administration and Contact Types tool is used to view and manage types assigned to a user to classify the way they represent their company to the organization. These types are most relevant to company representatives, and not as relevant to other types of users, especially privileged types such as Primary Contact, but every user must be assigned one of these types, including employees of staff companies and individual members. Those who aren't company representatives are usually assigned a generic, unprivileged type by default as they are added to the database, such as 'Employee'. A company representative may be assigned multiple Company Administration and Contact Types, including types installed by other applications such as Showcase
Custom Company Administration and Contact Types can be added to reflect positions that are unique to your organization, and default types can be edited.
The default type 'Employee' can be edited, but if you want to manage other types assigned to individual members, staff or administration, use the Manage User Types tool, since 'Employee' is the only Company Admin and Contact Type assigned to these kinds of users.
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.
View existing Company Administration and Contact Types, their descriptions, categories, associated roles and whether they are defaulted or not.
Access the Add a Company Administration and Contact Type tool to add one or more custom types.
Access the Edit a Company Administration and Contact Type tool to edit a custom or default type.
Access the Delete a Company Administration and Contact Type tool to delete a custom type.
View a list of existing Company Administration and Contact Types, plus links to tools to add, edit or delete these types.
The list displays the following fields:
- 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 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.
- 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 114. Delete a Company Type |  |
Chapter 116. Add a Company Administration and Contact Type |