Kavi® Members Help

Chapter 120. Manage Company Membership Types

Table of Contents

Overview
Options
Related Topics

Overview

The Manage Company Membership Types tool is used to view and manage company membership types, which are offered by the organization to new and renewing member companies. Membership types are typically defined in the organization's bylaws or constitution, have a cost, a limited duration and grant privileges to the membership holder.

Each company membership type is associated with one or more Company Types, some of which confer roles that convey access permissions for protected areas of the Web site. To view a list of available Company Types, or to manage these types, use the Manage Company Types tool.

Different types of memberships may assign different levels of Web site access, or all memberships can assign the same level of access regardless of membership level, as specified by the organization's rules. Access privileges granted through membership cannot be removed from a member without disabling the membership or deactivating the member's account.

Note

If you would like to remove a membership type from the list of available types, but the delete button is not displayed, use the Edit Company Membership Type tool and uncheck the boxes in the 'Availability Dates' field values to disable the membership type.

Use the Manage Company Membership Types tool to:

  • View existing company membership types and information about these types.

  • Access Kavi Members tools that allow you to edit or delete an existing company membership type.

  • Access the Kavi Members Add Company Membership Type tool so you can add a new company membership type.

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Options

View a tabular list of existing company membership types, plus links to tools to add, edit or delete a company membership type.

The list displays the following fields:

Name

The membership name.

Available

The time period in which this membership type will be available. This may be a bounded range of dates, a partially bounded range with only the start or end date specified, or 'always.'

Term

The term of this membership, as defined by the date the membership became effective and the date it will end. If this is a lifetime membership, the second value in the pair will be 'Lifetime', rather than a specific date.

Display Order

This determines the order in which this membership type will be displayed when the list of membership types appears on forms, etc.

Action

Links to tools that allow you to edit and delete memberships. If you wish to remove a company membership type and the Delete tool link is not displayed, this indicates the membership type is in use. For information on how to delete membership types in this situation, see Delete Company Membership Type.

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