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Kavi® Product Basics
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Kavi Product Basics Help
1. Kavi Products and Supported Software
2. Getting Familiar with Kavi Product User Interfaces
3. Role-Based Authentication
4. Roles and Responsibilities
5. Kavi Product Documentation
Glossary
Kavi® Edit
Kavi Edit Help
1. Core Concepts
2. Edit Content Tab
3. Edit Source Tab
4. Manage Pages Tab
5. Navigation Tab
6. Finish Session Tab
7. Access
8. Editor Admin Tools
9. Assign Editors
10. Assign Editor Types to Pages
11. Manage Editor Types
12. KaviŽ Edit Frequently Asked Questions
13. Browser and Known Issues
A. Default Types
Kavi® Mailing List Manager
Kavi Mailing List Manager Help
I. Concepts
1. Introduction to Mailing Lists and Aliases
2. How Email Works
3. How Mailing Lists Work
4. Access Control
5. List Types
6. Moderation
7. How to Moderate a Mailing List
8. Ezmlm Email Address Commands
9. What You Need to Know About Spam
10. Mailing List Policy and Usage Statements
11. Virus Scanning and Spam Blocking
12. Mail archives
13. Logging and Reports
II. Troubleshooting Guide
14. Introduction to Troubleshooting Email
15. Bounces and Automated Bounce Handling
16. Analyzing Email
17. How to Use the Email Troubleshooting Flowcharts
18. Help, I Can't Unsubscribe!
19. Why Didn't Bob Get this Email?
20. Email Seems Slow, What Is Going On?
21. How Did this Message Get Through?
22. Why Was Jane's Email Moderated?
23. What Does this Message Mean?
24. Who Received this Message?
25. Why Did I Get this Email from your Organization?
26. Site Response
III. Kavi Mailing List Manager FAQ
27. KaviŽ Mailing List Manager FAQ for Users
28. KaviŽ Mailing List Manager FAQ for Administrators
IV. Kavi Mailing List Manager Pages
29. My Mailing Lists
30. Mailing List Home
31. List Archives
V. Kavi Mailing List Manager Admin Tools
32. Add a Mailing List
33. Manage Mailing Lists
34. Edit a Mailing List
35. Delete a Mailing List
36. Mailing List Home
37. Add an Alias
38. Manage Aliases
39. Edit an Alias
40. Delete an Alias
41. Add Subscribers
42. Edit a List's Subscribers
43. Edit an Email Address
44. Manage a Subscriber's Lists
45. Subscriber Report
46. Log Report
47. Examine Mail Headers
48. Mail Logs
VI. Kavi Mailing List Manager Super Administrator Pages
49. Manage List Types
50. Add a List Type
51. Edit a List Type
52. Delete a List Type
53. Edit List Text
54. Synchronize Lists
VII. Appendix
A. Accessing the Full Header for Email Troubleshooting
B. System Aliases
C. Default List Types
D. Kavi Mailing List Manager Default Types
E. Changing List Type Options
F. Composing Email to Post to a List
G. Ezmlm Quick Reference Guide
H. List Features
I. Mail Log Samples
J. Posting Access Tables
K. Sample Policy and Usage Statement
L. Subscriber Types
M. Configuring Lists for Common Use Cases
Kavi® Members
Kavi Members Help
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. Edit a User
65. Manage a User
66. Edit a User
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
81. Delete a Company
82. Add a Company Membership
83. Delete a Company Membership
83. Edit a Company
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
Kavi® Showcase
Kavi Showcase Help
I. Kavi Showcase Concepts
1. Searching and Browsing
2. Gating Public Display
3. Workflow
4. Application Integration
5. Featuring
II. Kavi Showcase FAQ
6. Frequently Asked Questions
III. Kavi Showcase Members and Moderators Pages
7. Manage Profiles
8. Edit a Profile
9. Moderate Profiles
10. Request a New Profile Category
11. Manage Catalog Items
12. Add a Catalog Item
13. Edit a Catalog Item
14. Delete a Catalog Item
15. Moderate Catalog Items
16. Request a New Catalog Item Category
IV. Kavi Showcase Report Tools
17. Run a Report
18. Catalog Item Activity History
19. Catalog Items by Category Report
20. Catalog Item Statistics
21. Profile Activity History
22. Profiles by Category Report
23. Profile Statistics
24. Full Activity Log
V. Kavi Showcase Admin Tools
25. Add a Catalog Item
26. Manage a Catalog Item
27. Edit a Catalog Item
28. Delete a Catalog Item
29. Add a Company Profile
30. Add an Independent Profile
31. Add a User Profile
32. Manage a Profile
33. Edit a Profile
34. Delete a Profile
35. Change Profile Status
36. View Email Schedule
VI. Kavi Showcase Super Admin Tools
37. Configure Kavi Showcase
38. Configure Public Display
39. Configure Featured Catalog Items
40. Add Featured Catalog Item
41. Edit Featured Catalog Item
42. Delete Featured Catalog Item
43. Configure Featured Profiles
44. Add Featured Profile
45. Edit Featured Profile
46. Delete Featured Profile
47. Report Builder
48. Add a Report
49. Edit a Report
50. Delete a Report
51. Change Report Status
52. Manage Catalog Item Categories
53. Manage Profile Categories
54. Manage Profile Contact Types
55. Manage Email Schedule
56. Schedule an Email
57. Edit a Scheduled Email
58. Delete a Scheduled Email
59. Change Scheduled Email Status
60. Manage Email Templates
61. Add an Email Template
62. Edit an Email Template
63. Delete an Email Template
64. Automate Company Profile Additions
65. Automate User Profile Additions
66. Bulk Add Profiles
67. Bulk Delete Profiles
VII. Kavi Showcase Appendix
A. Kavi Showcase Default Types
B. Kavi Showcase Default Roles
C. Predefined Data Fields
D. Kavi Showcase Permissions
E. Kavi Showcase Template Variables