Kavi Help CenterKavi® Members Help
| Chapter 99. Set Organizational Properties | ||
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Part IX. Kavi Members Super Admin Tools | 
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Table of Contents
The Set Organizational Properties tool is used to set properties that describe the organization, such as name and administrative contact information. Certain fields set through this tool, such as 'Organization Type' and 'Track Nonmembers', have a profound effect on the site's structure, functionality and the kind of data stored in the database.
Fields of Special Significance:
- Organization Name
It may be self-evident, but care should be taken that the name entered for the organization exactly matches the format provided by the organization in every respect, since the name you set is displayed on pages throughout the web site and appears on every email generated through Kavi Members.
- Organization Type
This is the most significant Kavi Members configuration option. It sets whether this organization offers memberships for companies only, for individual people, or for both companies and individuals. This configuration setting determine which Kavi Members tools will be available (e.g., those for companies and/or individual members), how forms are displayed, what kind of data is collected in the database and much, much more.
- Track Nonmembers
This setting has a particularly significant effect on back-end data storage. If nonmembers are NOT tracked, only member information is stored in the Kavi Members database and no provision is made to accommodate storage of nonmember data. Although organizations that track nonmembers tend to have different ideas about how to manage nonmembers, from the Kavi Members perspective, nonmembers are a class of users with no access to protected areas of the web site. Sites that grant nonmembers access to the Members Area or enable online signup for nonmembers must be heavily customized. Kavi Members manages these registered, authenticated nonmembers (as opposed to unknown site visitor who only have access to Public Areas) almost like members.
- Administrative Email
The address(es) entered here are used throughout Kavi Members, especially in forms and as the From: address of template-based email automatically generated by the web site.
Configure organizational properties for your organization's web site, especially whether this organization's memberships are individual-based, company-based or a mixed type; and whether this organization will track nonmembers.
Set the name and provide a description of the organization to be used on this organization's web site and template-based email.
Designate the administrative email address that functions as the central contact for web site users.
Set or edit the properties that describe this organization and the kinds of data to be tracked.
Important
Once the 'Organization Type' and 'Track Nonmember' properties are set, any editing of these fields will profoundly effect site configuration, behavior and the site's database. Be sure you understand the ramifications of these changes before attempting to implement them.
Set Properties
- Organization Name
The name of this organization. This is used in page templates and email templates for this site.
- Domain
The domain for this organization. This is set in an XML configuration file.
- Administrative Email
This will appear as the 'from' address for all email generated through Kavi Members for your organization.
- Organization Type
The organization type determines whether renewal records and status can be managed for companies, individuals or both.
- Track Nonmembers
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Yes or no, does this organization track nonmembers?
For more information on this option, including forms that may be affected and recommended settings, see the track nonmembers option for the 'All Options' page.
Optional Fields
Set these options to configure forms that collect user and company data.
- Optional User Fields
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Set these options to control whether user forms will employ any of the following optional fields: address, home phone, image or logo, or secondary email address.
For more information on these options, including forms that may be affected and recommended settings, please see the following:
- Required User Fields
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Set these options to control whether user forms will employ any of the following required fields: primary email address or work phone.
For more information on these options, including forms that may be affected and recommended settings, please see the following:
- Optional Company Fields
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Set these options to control whether company forms will employ any of the following optional fields: address, image or logo.
For more information on these options, including forms that may be affected and recommended settings, please see the following:
- Security Options
- Encrypt Password
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This affects the Change Username and Password tool pages.
Set this to 'YES' to store passwords in a more secure, encrypted format (recommended for all organization types).
Set this to 'Do NOT encrypt passwords' if your organization wants passwords to be displayed in the UI as plain text.
- Show Email Address Errors Publicly
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Should an error be displayed to users who enter an unknown email address when requesting information through public interfaces?
This is a privacy and security setting that should be set based on the organization. Setting this option to 'Yes' makes the public password help and similar forms easier to use, resulting in fewer user complaints and a lower administrative support burden. For example, it allows errors to be displayed to inform users that they can't get a password because their username contains a typo or because their account is inactive. This option is recommended for most organizations and applies to all organization types.
Friendly error messages could be used to determine whether a particular email address is in the organization's database, potentially allowing a malicious snooper to gain access to information about the organization's users. If this option is set to 'No', the Password Help and similar forms will always appear to have succeeded. Any error encountered will be sent by email to the email address entered in the form, rather than displayed online. Many users will contact support at this point. Worse yet, if the user enters their email address incorrectly, the attempt to notify the user by email will be unsuccessful and the user won't understand why their attempt to acquire a password was unsuccessful. However, the 'No' setting can be the right choice for an organization where the benefits of maintaining higher security outweighs the costs of lowered usability.
- Yes, show errors on the form to help users
This setting is more convenient for users and administrators but somewhat less secure.
- Send errors by email to prevent data snooping
This setting is more secure but much less convenient for users and administrators.
- Privileges
- Company Administrator Access
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Set privileges for company representatives who have the 'company_admin' role (i.e., users who have been assigned Company Administration and Contact Types that convey this role, such as Company Admin and Primary Contact).
- Add new company representatives
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Check this option if your organization wants to allow privileged types of company representatives to add new company representatives. This reduces the burden on Organization Admins but hands control over this process to company representatives. The Add a User tool is displayed to users with the 'company_admin' role if this option is selected.
One of the issues to consider when making this decision is how your organization implements accepted email domain enforcement. Accepted domains can be enforced at different levels, and most organizations will opt NOT to enforce accepted domains at the Company Admin level, so a company representative who isn't attentive to organization policies could potentially add a user with a primary email address that isn't issued by the company. This could especially cause problems with mailing list subscriptions.
This option is recommended for all organizations that offer company memberships.
- Edit the company's URL
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Depending on site configuration, a company's URL may appear on a public roster or Kavi® Showcase profile. Some organizations prefer to keep the ability to edit company URLs in the hands of the Organization Admin to make sure some wise guy doesn't change the URL to something inappropriate.
If this option is selected, the Edit a Company tool in the Company Admin area displays an editable Company URL as opposed to a viewable field.
This option is recommended for all organizations that offer company memberships.
- Edit the company's name
Selecting this option relieves the Organization Admin of some of the burden of performing minor corrections or edits as company names evolve, but it also opens the organization up for potential problems with organization dues, as a company administrator may change their company name without paying dues for what may essentially be a new company. Most company-based organizations prefer NOT to select this option, preferring instead to require companies to provide the organization with formal notification of name changes, which allows the organization to monitor changes in its company members more closely.
- Show Company Roster
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When this option is set to 'Yes, show a company roster', all of a company's representatives are able to see their company's roster and view contact information for others from their own company. Company representatives can't see other company's rosters.
When this option is set to 'Do NOT show a company roster', company representatives are not able to view their company's roster.
- Allow Individuals to Change Company
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Select this option if you want users to be able to change the company to which they belong. This applies only to individual members and nonmembers. It doesn't apply to staff or administrators—and if this is a mixed-type organization that also offers company memberships, it does't apply to company representatives.
This option is recommended for all organizations that offer individual memberships.
You have just set the organization properties for your organization's web site and your settings will go into effect immediately!
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| Part IX. Kavi Members Super Admin Tools |  |
Chapter 100. Configure Company Representative Signup Options |