Kavi® Members Help

Chapter 125. Manage Individual Membership Types

Table of Contents

Overview
Options
Related Topics

Overview

The Manage Individual Membership Types page is used to view and manage individual membership types offered by individual-based organizations to individuals who are potential or current members of the organization. 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 individual membership type is associated with one or more User Types, some of which grant Web site access by being associated with roles with Web site access permissions. To view a list of available User Types, or to manage these types, use the Manage User 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.

Access privileges granted through a membership cannot be removed 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 visible for this type, use the Edit Individual Membership Type tool and reset the 'Availability Dates' field values to disable this membership type.

Use the Manage Individual Membership Types tool to:

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

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

  • Click the Add a New Membership Type link if you would like to add a new individual membership type.

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Options

View a list of existing individual membership types, and click links if you want to add, edit or delete an individual membership type.

The list displays the following fields:

Name

The name of the individual membership type.

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

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

Action

Links to tools that allow you to edit and delete memberships. If you wish to remove an individual 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 Individual Membership Type.

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