Kavi® Members Help
Table of Contents
Company Membership Application allows companies to review and apply for organization memberships. Companies can select from the available memberships, fill out company information and add company representatives. If this membership type is billed or moderated, the application may be sent to the billing or moderation queue. Moderator approval may be dependent on the receipt of legal forms or fees.
When you have completed the application and clicked the submit button, a confirmation page will display the status of your application and provide any information you need about what happens next in the application process. Once your application is approved and your account goes current, your representatives will receive further instructions and login links via email. Depending on the organization, new company representatives may be allowed to signup through a separate online form.
Note
An approved applicant is issued a login link rather than a password because there is no way to guarantee the confidentiality of information transmitted via email. The login link provides one-time login permissions. When you click the link you will be taken to a page where you can enter the password you want to use to login from now on. You may also have the option of editing your username. Make a note of the username and pasword, since you will need to use them the next time you login.
Review the various memberships available with the organization.
Apply for memberships that are available for your company and that suit your needs.
This page provides a list of all the memberships available with the organization along with descriptions of all the memberships. The eligibility criteria and benefits may also be displayed. The memberships could be two tiered having primary and dependent memberships. To apply for a dependent membership, you need to have the primary membership. The primary and dependent memberships will be displayed in conjunction. To view the complete description of the dependent membership, click the membership name link. The membership fee and time frame may be displayed. The same membership could be available for different fees and for different time frames. Review the list carefully and select a membership by clicking on the primary membership name link.
You may be eligible to apply for multiple memberships. All the memberships that are available in combination with the membership that you selected will be displayed on this page. The previously chosen membership will be preselected. Choose all the desired memberships and click Select.
The terms and conditions for obtaining membership with the organization may be displayed. Read them carefully and accept or reject them by clicking on the appropriate buttons. If you accept the terms, the membership form will be displayed so you can continue the signup process. If you do not accept the terms, you will not be able to apply for membership through the online signup process.
Select the membership for which your company would like to apply on the Company Memberships page. The Company Membership Application form for that membership type is displayed.
Enter company information including name, URL, accepted domains (if this organization enforces accepted domains), address and privacy preferences. You may also be asked to provide contact information for company representatives. When you are ready to submit your application, click Next.
Many of these fields are self-explanatory, those that may not be include:
- Company Name
Enter the complete company name the way you want it to appear in rosters and directories. Be sure it is entered correctly so representatives from your company will be able to quickly search for your company by name when signing up for accounts.
- Accepted Email Domains
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Enter a complete set of accepted domains for this company. A company's email domain is based on the domain of the company's URL, and appears in company email addresses following the @ symbol (e.g., username@example.com). The list of accepted domains provided by a company should include all the domains that may be used by users signing up as company representatives. Users whose domains are not included in this list will not be able to signup until the domain is added. In domain matching, subdomains such as 'research.example.com' match 'example.com', so as long as 'example.com' is on the list of accepted domains, it is not necessary to include subdomains.
For more information, see Accepted Email Domains.
- Company Representatives
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You may be asked to designate at least one company representative, usually the Primary Contact, and provide contact information for this person. Important membership information will be emailed to the Primary Contact, so if your company hasn't appointed a representative yet, you may want to add yourself as the contact at this time.
Sections to add other types of contacts may be listed. These may be required or optional. You must provide a name and contact information for each required contact, but you can assign the same person to more than one position.
If this organization enforces accepted domains (check to see whether the 'Accepted Email Domains' field is present on the application form), you must use your official company-issued email address to sign up—in other words, the domain of the email address you provide must match a domain entered in the 'Accepted Email Domains' field. This also applies to the email addresses for any other company representatives you enter through this form. For more information, see Accepted Email Domains.
- Preferences
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Depending on organization policies, these privacy options may or may not be displayed.
- Privacy Option
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This option controls whether a Company Roster will be available for this company.
Note
This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups.
If set to 'Yes, share information', a roster of this company's users will be available on the Company Roster page.
If set to 'No, do NOT share information', a roster of this company's users will not be available on the Company Roster page.
- Show on Signup
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This option controls whether the company will or will not be displayed on the Company Representative Signup form.
If set to 'Yes, show on signup', this company will be displayed in the pulldown list that company representatives use to select their company.
If set to 'No, do NOT show on signup', this company will not be displayed in the pulldown list that company representatives use to select their company.
- Membership
Selected memberships are displayed for you to review.
When you have completed the application form, you may be asked to pay a membership fee, depending on membership rules. After entering the payment information, the status page will be displayed. If the membership is pending moderation or is current, you will be taken directly to the status page, which will display the current status of your membership application and provide you with any information or directions you need in order to understand the next steps in the application process. Once you receive membership with the organization, you will be able to edit the above information.