Kavi® Members Help

Kavi® Members Help

Table of Contents

I. Kavi Members Concepts and General Instructions

1. Kavi Members: Member Management for Your Organization's Web Site
2. Managing Companies and Users
3. Purpose
4. Rosters and Directories
5. Logging
6. How to Configure Kavi Members
7. Membership Application and Company Representative Signup
8. Accepted Domains
9. User and Company Privacy Options
10. Access
11. Status, Activation and Deletion
12. Roles
13. Types
14. Company Types
15. Company Admin and Contact Types
16. User Types
17. How to Manage Access
18. Membership
19. Membership Workflow
20. How to Set Up Membership Types
21. How to Issue Membership Bills
22. Membership Renewal
23. Scheduled Email

II. Kavi Members FAQ

24. Kavi Members FAQ

III. Kavi Members Public Area Tools

25. Company Representative Signup
26. Company Membership Application
27. Individual Membership Application
28. Membership Status
29. Review Application
30. Membership Renewal
31. Membership Renewal Form
32. Password Help
33. Create New Username and Password
34. View Access Configuration

IV. Kavi Members User Tools

35. Edit Your Account
36. Change Password
37. Manage Memberships
38. Company Rosters

V. Kavi Members Company Tools

39. Edit a Company
40. Add a User
41. Edit a User
42. Delete a User
43. User Activity History
44. Company Roster
45. Manage Memberships

VI. Kavi Members Directories and Rosters

46. Limit Companies for Rosters and Directories
47. Limit Users for Rosters and Directories
48. Configure Company Directory
49. Configure User Directory
50. Configure Roster
51. Manage Status for Rosters and Directories
52. Edit Text for Rosters and Directories

VII. Kavi Members Reports

53. Run a Report
54. User Activity History
55. User Activity Log
56. Company Activity History
57. Company Activity Log
58. Full Activity Log
59. Companies Over Time Graph
60. Users Over Time Graph
61. Users and Companies by Type Graph
62. Membership Expiration Over Time Graph
63. Membership by Type Graph

VIII. Kavi Members Admin Tools

64. Add a User
65. Manage a User
66. Edit a User
67. Edit a User—Manage Applications Tools
68. Delete a User
69. Add an Individual Membership
70. Delete an Individual Membership
71. Edit an Individual Membership
72. Renew an Individual Membership
73. Replace an Individual Membership
74. Change Username and Password
75. Change User Status
76. Add User Activity Record
77. Add a Company
78. Manage a Company
79. Edit a Company
80. Edit a Company—Manage Applications Tools
81. Delete a Company
82. Add a Company Membership
83. Delete a Company Membership
84. Edit a Company Membership
85. Renew a Company Membership
86. Replace a Company Membership
87. Change Company Status
88. Add Company Activity Record
89. Company Representative Applications
90. Manage a Company Representative Application
91. Individual Membership Applications
92. Manage an Individual Membership Application
93. Company Membership Applications
94. Manage a Company Membership Application
95. Send Simple Email
96. Send Template Blast to Users
97. Send Template Blast to Company Representatives
98. View Email Schedule
99. View a Scheduled Email

IX. Kavi Members Super Admin Tools

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

X. Appendix

A. Preparing CSV Files for Upload
B. Predefined Data Fields
C. Kavi Members Default Roles
D. Kavi Members Default Types
E. Sample Company Data Files for the Upload Data Tool
F. Sample User Data Files for the Upload Data Tool
G. Kavi Members Email Template Variables
H. Upload Data Instructions for Add, Edit and Delete Actions

List of Figures

1.1. Application links on the Admin Home page
1.2. How Kavi Members shares user and company contact information
2.1. Users and Companies
3.1. Examples of each company purpose
3.2. Examples of each user purpose
3.3. Matching user with company purposes
5.1. Activity history, company log and full activity log
6.1. Kavi Members setup steps
7.1. Example membership approval process
7.2. Membership Status page
7.3. Company representative signup process
10.1. Schema of main access areas
10.2. The Members Landing page as displayed to an Organization Admin or other user with the 'org_admin' role.
10.3. The Members Landing page as displayed to a Board Company Primary Contact or other user with the 'member', 'board' and 'company_admin' roles.
11.1. The effects of deactivation vs. deletion
12.1. How roles correspond to areas
12.2. Types and associated roles
12.3. How types assigned to a company and user affect a user's role cache.
13.1. How User Types and Company Admin and Contact Types are Displayed
18.1. Types assigned through membership
19.1. Standard membership workflow
20.1. Possible consequences for expired memberships
21.1. Example membership billing process: quick
21.2. Example membership billing process: extended
22.1. Renewal forms for active members
22.2. Public request for renewal link form
23.1. Example email schedule

List of Tables

12.1. Types, roles and access areas
19.1. Membership Workflow States
19.2. Membership workflow state messages
23.1. Example membership email notices
23.2. Example company representative email notices
101.1. Moderation and accepted domains interactions
142.1. Kavi Members default Report Types
142.2. Kavi Members default reports
143.1. Report filtering options
144.1. Report filtering options
A.1. File and template sources by data type
B.1. Company Data Fields
B.2. User Data Fields
B.3. Address Data Fields
B.4. Membership Data Fields
C.1. Kavi Members default roles
D.1. Default Company Types
D.2. Default Company Administration and Contact Types
D.3. Default User Types
E.1. Sample data file for adding companies
E.2. Sample data file for adding companies and memberships
E.3. Sample data file for editing companies
E.4. Sample data file for editing companies to add memberships
E.5. Sample data file for deleting companies
E.6. Sample data file for deleting companies
F.1. Sample data file for adding users
F.2. Sample data file for adding users
F.3. Sample data file for editing users
F.4. Sample data file for editing users to add memberships
F.5. Sample data file for deleting users
G.1. Company Template Variables
G.2. Organization Template Variables
G.3. Membership Template Variables
G.4. Template Variables for Users
H.1. Fields required by Upload Data
H.2. Other required fields
H.3. Fields required by Upload Data
H.4. Other required fields
H.5. How to prepare membership fields
H.6. Fields required by Upload Data
H.7. Fields required by Upload Data
H.8. Fields required by Upload Data
H.9. Other required fields
H.10. Other required fields
H.11. Other required fields

List of Examples

8.1. Example:
13.1. How a member company might acquire types and roles
13.2. How a staff company might acquire types and roles
13.3. How member company's 'Primary Contact' might acquire types and roles
13.4. How an Organization Admin might acquire types and roles
13.5. How types and roles are revoked from a former Primary Contact
21.1. A prorated membership fee


		Part I. Kavi Members Concepts and General Instructions