Kavi Help Center| KaviŽ Members Help | ||
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Table of Contents
- I. Kavi Members Concepts and How-tos
- 1. Member Management for Your Organization's Website
- 2. Managing Companies and Users
- 3. Addresses
- 4. Managing Addresses
- 5. Purpose
- 6. Rosters and Directories
- 7. Logging
- 8. How to Configure Kavi Members
- 9. Accepted Domains
- 10. User and Company Privacy Options
- 11. Access
- 12. Status, Activation and Deletion
- 13. Roles
- 14. Types: Company, User and Contact Types
- 15. Company Types
- 16. Contact Types
- 17. User Types
- 18. How to Manage Access
- 19. Company Representative Signup
- 20. Scheduled Email
- 21. How to Schedule Email
- 22. Using Website Tools to Send Email Manually
- 23. How to Add Records through Upload Data
- 24. How to Edit and Delete Records through Upload Data
- 25. How to Add Memberships through Upload Data
- 26. How to Change Purpose
- 27. Creating Custom Reports in Report Builder
- 28. Kavi Membership
- 29. Membership Workflow
- 30. Membership Configuration Overview
- 31. Membership Application Processes
- 32. Membership Renewal
- 33. Membership Auto-Renewal
- 34. Billed Memberships
- 35. End-of-Membership Processes
- II. Kavi Members Public Area Tools
- III. Kavi Members User Tools
- IV. Kavi Members Company Tools
- V. Kavi Members Directories and Rosters
- VI. Kavi Members Reports
- 64. Run a Report
- 65. User Activity History
- 66. User Activity Log
- 67. Company Activity History
- 68. Company Activity Log
- 69. Full Activity Log
- 70. Companies Over Time Graph
- 71. Users Over Time Graph
- 72. Users and Companies by Type Graph
- 73. Membership Expiration Over Time Graph
- 74. Membership by Type Graph
- VII. Kavi Members Admin Tools
- 75. Add a User
- 76. Manage a User
- 77. Edit a User
- 78. Edit a User—Manage Applications Tools
- 79. Delete a User
- 80. Change Username and Password
- 81. Change User Status
- 82. Add User Activity Record
- 83. Add a Company
- 84. Manage a Company
- 85. Edit a Company
- 86. Edit a Company—Manage Applications Tools
- 87. Delete a Company
- 88. Change Company Status
- 89. Add Company Activity Record
- 90. Company Representative Applications
- 91. Manage a Company Representative Application
- 92. Individual Membership Applications
- 93. Manage an Individual Membership Application
- 94. Company Membership Applications
- 95. Manage a Company Membership Application
- 96. Send Simple Email
- 97. Send Template Blast to Users
- 98. Send Template Blast to Company Representatives
- 99. View Email Schedule
- 100. View a Scheduled Email
- 101. Edit an Individual Membership
- 102. Renew an Individual Membership
- 103. Replace an Individual Membership
- 104. Delete an Individual Membership
- 105. Edit a Company Membership
- 106. Renew a Company Membership
- 107. Replace a Company Membership
- 108. Delete a Company Membership
- VIII. Kavi Members Super Admin Tools
- 109. Set Organizational Properties
- 110. Configure Company Representative Signup
- 111. Configure Privacy Options
- 112. View Access Configuration
- 113. Manage Roles
- 114. Add a Role
- 115. Edit a Role
- 116. Delete a Role
- 117. Manage User Types
- 118. Add a User Type
- 119. Edit a User Type
- 120. Delete a User Type
- 121. Manage Company Types
- 122. Add a Company Type
- 123. Edit a Company Type
- 124. Delete a Company Type
- 125. Manage Contact Types
- 126. Add a Contact Type
- 127. Edit a Contact Type
- 128. Delete a Contact Type
- 129. Configure Global Membership Applications
- 130. Manage Company Membership Types
- 131. Add Company Membership Type
- 132. Edit Company Membership Type
- 133. Delete Company Membership Type
- 134. Configure Company Membership Applications
- 135. Manage Individual Membership Types
- 136. Add Individual Membership Type
- 137. Edit an Individual Membership Type
- 138. Delete Individual Membership Type
- 139. Configure Individual Membership Applications
- 140. Configure Addresses
- 141. Manage Company Address Types
- 142. Manage User Address Types
- 143. Add an Address Type
- 144. Edit an Address Type
- 145. Delete an Address Type
- 146. Deactivate an Address Type
- 147. Activate an Address Type
- 148. Manage Email Schedule
- 149. Manage a Scheduled Email
- 150. Schedule an Email
- 151. Edit a Scheduled Email
- 152. Delete a Scheduled Email
- 153. Change Scheduled Email Status
- 154. Manage Email Templates
- 155. Add an Email Template
- 156. Edit an Email Template
- 157. Delete an Email Template
- 158. Upload Data
- 159. Manage Activity Types
- 160. Add an Activity Type
- 161. Manage Fields
- 162. Add a Data Field
- 163. Edit a Data Field
- 164. Delete a Data Field
- 165. Report Builder
- 166. Manage a Report
- 167. Add a Report
- 168. Clone a Report
- 169. Edit a Report
- 170. Delete a Report
- 171. Change Report Status
- 172. ANSI Interest Category
- 173. Change a Company's Purpose
- 174. Change a User's Purpose
- 175. Check Data Integrity
- 176. Generate Login Keys
- 177. Delete Logs
- 178. Configure Kavi Members: All Options
- 179. Installed Member Directories and Rosters
- IX. Appendix
- A. Preparing CSV Files for Upload Data
- B. Address Data Fields
- C. Predefined Company Data Fields
- D. Predefined Membership Data Fields
- E. Predefined User Data Fields
- F. Field Types
- G. Kavi Members Report Types
- H. Kavi Members Default Roles
- I. Kavi Members Default Types
- J. Kavi Members Default Scheduled Email and Templates
- K. Kavi Members Email Template Variables
- L. Company and User Purpose Compatibility
List of Figures
- 1.1. Tool links on the Admin Home page
- 1.2. How Kavi Members shares user and company information
- 2.1. Users and Companies
- 3.1. Mailing Address Screenshot
- 5.1. Examples of Each Company Purpose
- 5.2. Examples of Each User Purpose
- 7.1. Activity history, company log and full activity log
- 11.1. Schema of Main Access Areas
- 11.2. How the Members landing page displays to a user with the 'org_admin' role
- 11.3. How the Members landing page displays to a user with the 'member', 'board' and 'company_admin' roles.
- 12.1. Effects of deactivation vs. deletion
- 13.1. How Roles Correspond to Areas
- 13.2. Types and Associated Roles
- 13.3. How Types Affect a User's Role Cache
- 14.1. How User Types and Contact Types are Displayed
- 19.1. Company representative signup process
- 20.1. Email Notifications Corresponding to Membership Lifecycle
- 28.1. Types Assigned through Membership
- 29.1. Basic Membership Workflow
- 31.1. Example membership approval process
- 31.2. Membership Status Page
- 32.1. Renewal forms for active members
- 32.2. Public request for renewal link form
- 34.1. Example membership billing process: quick
- 34.2. Example membership billing process: extended
- 35.1. Grace Period = Renewal Cut-off
- 35.2. Grace Period < Renewal Cut-off
- 35.3. Grace Period > Renewal Cut-off
List of Tables
- 4.1. Address Variables
- 5.1. Company Purpose Descriptions
- 5.2. User Purpose Descriptions
- 5.3. Corresponding Purposes
- 13.1. Types, Roles and Access Areas
- 14.1. Categories
- 15.1. Configuring Company Type Options
- 16.1. Purpose-based Contact Types Descriptions
- 16.2. Configuring Contact Type Options
- 17.1. Configuring User Type Options
- 23.1. Fields Required by Upload Data Add Operations
- 23.2. Other Fields Required for Add Operations
- 23.3. Sample data file for adding companies
- 23.4. Sample data file for adding users
- 24.1. Fields Required by Upload Data for Editing Companies
- 24.2. Other Required Fields for Editing Companies
- 24.3. Fields Required by Upload Data to Edit Users
- 24.4. Other Fields Required to Edit Users
- 24.5. Required fields
- 24.6. Required fields
- 25.1. Membership Fields
- 25.2. Sample Data File: Add Companies with Memberships
- 25.3. Sample Data File: Editing Companies to Add Memberships
- 26.1. Supported Company Purpose Changes: Member Company
- 26.2. Supported Company Purpose Changes: Nonmember Company
- 26.3. Supported Company Purpose Changes: Company for Individuals
- 26.4. Supported Company Purpose Changes: Staff Company
- 26.5. Supported User Purpose Changes: Company Representative
- 26.6. Supported User Purpose Changes: Individual Member
- 26.7. Supported User Purpose Changes: Individual Nonmember
- 26.8. Supported User Purpose Changes: Staff Persion
- 26.9. Member Company/Company Representative to:
- 26.10. Nonmember Company/Company Representative to:
- 26.11. Upload Nonmember Company/Nonmember Individuals to:
- 26.12. Upload Company for Individuals/Individual Member Purpose Changes
- 26.13. Company for Individuals/Individual Nonmember to:
- 27.1. Quarterly Membership Report Settings
- 27.2. Primary Contacts Report Settings
- 27.3. Individual Membership Renewals Report Settings
- 27.4. Current Member Companies Report Settings
- 29.1. Membership Workflow States
- 29.2. Billing and Moderation Workflow Scenarios
- 29.3. Analyzing Membership Type Workflow
- 29.4. Sample Membership Workflow State Messages
- 30.1. Global Membership Application Form Options
- 30.2. Company Membership Application Options
- 30.3. Individual Membership Application Options
- 30.4. Application Form Availability Options
- 35.1. Determining Privileges of Active Lapsed Members
- 35.2. Membership Renewed before Expiration
- 35.3. Membership Lapses but Grace Period Is in Effect
- 35.4. Membership Is Archived, but Member Remains Active
- 35.5. Membership Is Archived and Member Is Deactivated
- 75.1. User Purposes and Data Requirements
- 110.1. Moderation and accepted domains interactions
- B.1. Address Data Fields
- C.1. Company Data Fields
- D.1. Membership Data Fields
- E.1. User Data Fields
- F.1. Basic Field Types
- F.2. Additional Field Types
- G.1. Kavi Members default Report Types
- H.1. Kavi Members default roles
- I.1. Default Company Types
- I.2. Default Contact Types
- I.3. Default User Types
- J.1. Scheduled Email and Templates About Companies
- J.2. Scheduled Email and Templates About Company Memberships
- J.3. Scheduled Email and Templates About Company Representatives
- J.4. Scheduled Email and Templates About Individual Memberships
- J.5. Scheduled Email and Templates About Users
- J.6. Default Email Templates
- K.1. Organization Template Variables
- K.2. Company Template Variables
- K.3. Organization Template Variables
- K.4. Membership Template Variables
- K.5. User Template Variables
- L.1. User/Company Purpose Compatibility Matrix
List of Examples
- 3.1. Basic Address
- 3.2. Multi-line Addressee
- 3.3. Multi-Line Street Address
- 4.1. Example: Organization with Multiple Address Types
- 9.1. Example of Domain and Subdomain Matching
- 14.1. How a member company acquires types and roles
- 14.2. How a Staff Company acquires types and roles
- 14.3. How a Member Company's 'Primary Contact' acquires types and roles
- 14.4. How an Organization Admin acquires types and roles
- 14.5. How types and roles are revoked from a former Primary Contact
- 34.1. Prorated Membership Fee
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| Part I. Kavi Members Concepts and How-tos |