Table of Contents

1. Kavi Members: Member Management for Your Organization's Web Site

Overview

Central account pages

Sharing user and company contact information

Assigning access to users

2. Managing Companies and Users

Overview

Kavi Members definition of "company"

3. Purpose

Purpose determines how a company or user is managed

Default company and user Purposes

User Purpose must correspond to Company Purpose

4. Rosters and Directories

Overview

Uses for Rosters and Directories

5. Logging

Different kinds of logs for different purposes

What gets logged

6. How to Configure Kavi Members

The importance of correct configuration

Strategizing the setup process

Installing Kavi Members

Step 1: Organizational properties, signup process and privacy

Step 2: Privacy options

Step 3: Roles and types

Step 4: Membership

Step 5: Schedule email

Step 6: Data migration

7. Membership Application and Company Representative Signup

Membership application and renewal

Company representative signup

8. Accepted Domains

Overview

What is an accepted domain?

Advantages and limitations

How domain matching works

What happens when an email address doesn't contain an accepted domain?

Configuring accepted domains

Tips for administrators

9. User and Company Privacy Options

How Kavi Members helps support your privacy policy

What is a privacy policy?

Standard privacy policy elements

Configuring Kavi Members to support your organization's privacy policy

Kavi Members privacy opt-outs

How to hide the entire roster

Privacy policy and preferences

Limitations of privacy policy support

10. Access

Interlocking access control features

Built-in access areas

The big picture

11. Status, Activation and Deletion

'Active' and 'inactive' status

Deactivation versus deletion

Deactivating members

Deleting members

12. Roles

Introduction to roles

Roles are conferred through types

Roles and access

Assigned types, user role cache and access

Default roles installed by Kavi Members

13. Types

What are types?

How Kavi Members uses types

Company Types, User Types and Company Admin and Contact Types

Type categories

How types are assigned

14. Company Types

Introduction to Company Types

How Company Types are used

Default and custom Company Types

Assigning roles to Company Types

How to create Company Types for memberships:

How to create Company Types for staff and administrators

When creating general types for classification:

15. Company Admin and Contact Types

Introduction to Company Admin and Contact Types

How Company Admin and Contact Types are used

Default Company Admin and Contact Types

Associating roles with Company Admin and Contact Types

When creating types with admin privileges:

When creating types with Kavi Edit privileges:

When creating general types:

16. User Types

Introduction to User Types

How User Types are used

Default and custom User Types

Associating roles with User Types

How to create types for individual members:

How to create User Types for staff and administrators

When creating general types for classification:

17. How to Manage Access

Managing user access

How to decipher your organization's access control system

How to determine a user's access privileges

Are this user's access privileges correct?

How to add access

How to revoke access

Tips for administrators: how to maintain proper access levels for all users on a site-wide basis

18. Membership

Overview

Assigning User and Company Types through membership

Configuring an organization's membership structure in Kavi Members

19. Membership Workflow

What is workflow?

Standard membership workflow

Workflow state definitions

Membership workflow state messages

20. How to Set Up Membership Types

Membership types

Membership type description and duration

Signup and Renewal Process Options

Expiring members

21. How to Issue Membership Bills

Integration with Kavi® Billing

Membership fees, proration, refunds and cancellations

22. Membership Renewal

Renewing a membership

How members can renew their own memberships

Memberships that can be renewed

How renewal affects membership state and member access

23. Scheduled Email

Overview

The 'When' field, or how scheduling works

Email templates

What is the email about?

How to determining what email goes out when an event occurs

Example schedules