Kavi® Members Help
These tools are used to configure the way in which Kavi Members works to support this organization's business rules.
Table of Contents
- 99. Set Organizational Properties
- 100. Configure Company Representative Signup Options
- 101. Configure Privacy Options
- 102. View Access Configuration
- 103. Manage Roles
- 104. Add a Role
- 105. Edit a Role
- 106. Delete a Role
- 107. Manage User Types
- 108. Add a User Type
- 109. Edit a User Type
- 110. Delete a User Type
- 111. Manage Company Types
- 112. Add a Company Type
- 113. Edit a Company Type
- 114. Delete a Company Type
- 115. Manage Company Administration and Contact Types
- 116. Add a Company Administration and Contact Type
- 117. Edit a Company Administration and Contact Type
- 118. Delete a Company Administration and Contact Type
- 119. Configure Global Membership Application Options
- 120. Manage Company Membership Types
- 121. Add Company Membership Type
- 122. Edit Company Membership Type
- 123. Delete Company Membership Type
- 124. Configure Company Membership Application Options
- 125. Manage Individual Membership Types
- 126. Add Individual Membership Type
- 127. Edit an Individual Membership Type
- 128. Delete Individual Membership Type
- 129. Manage Email Schedule
- 130. Schedule an Email
- 131. Edit a Scheduled Email
- 132. Delete a Scheduled Email
- 133. Change Scheduled Email Status
- 134. Manage Email Templates
- 135. Add an Email Template
- 136. Edit an Email Template
- 137. Delete an Email Template
- 138. Upload Data
- 139. Manage Activity Types
- 140. Add an Activity Type
- 141. Report Builder
- 142. Add a Report
- 143. Edit a Report
- 144. Delete a Report
- 145. Change Report Status
- 146. Change Company Purpose
- 147. Check Data Integrity
- 148. Generate Login Keys
- 149. Delete Logs
- 150. Configure Kavi Members: All Options
- 151. Installed Member Directories and Rosters