Kavi Help CenterKavi® Members Help
| Chapter 35. Company Membership Application | ||
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Part II. Kavi Members Public Area Tools | 
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Table of Contents
If your company, academic institution, government bureau, etc., wants to apply for membership in this organization, complete and submit this Company Membership Application form. Enter information about your company and one or more representatives. Make sure to designate at least one person from your company to act as Primary Contact at this time because the membership application confirmation email is sent to the person designated as Primary Contact. If your company hasn't formally designated a Primary Contact person, enter your own name and email address. The form may request other contacts, but you may assign the same person to fulfill multiple contact positions.
The application process may include terms and conditions, and billing and moderation steps. If there is a membership fee, you may be able to pay it online with a credit card. If membership applications are moderated, you may have to submit additional information off-line before moderators can approve your membership, so be sure to read and follow the instructions in the online application forms.
When you have completed the application and clicked the submit button, the Membership Information page is displayed. This page provides important information about the status of your application and information about what happens next in the application process. You should bookmark the confirmation page because it always displays the real-time status of your company membership.
Once the membership application is approved and the company's account is activated, further instructions and login links are emailed to the Primary Contact.
Note
Your primary contact and other company representatives will each be sent a login link via email 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 are taken to a secure webpage where you can set the password you will use to login from now on. You may also be able to edit your username. Make a note of your username and password, since you will need this information the next time you login.
Membership application forms are configured and customized for each type of membership, so the form you use may not contain all these fields. The form may also contain custom fields that aren't documented in the online help.
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.
- 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
- Auto-Renewal Opt-Out
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If this option is displayed, you may opt-out of auto-renewal. Auto-renewal simply initiates the membership renewal process automatically. If there is a fee for this membership a bill is created but your credit card is NOT automatically charged. You pay the bill for an auto-renewed membership as you would pay for any renewed membership. If you opt out of auto-renewal, you can renew your own membership or an administrator can do it for you.
Most auto-renewed memberships are renewed at the same membership level. If your organization offers different levels of memberships and you wish to renew at a different membership level, simply contact an organization administrator when you receive the renewal notice and the administrator can handle this for you.
- Membership
Displays membership information for you to review before submitting your application. This information includes any fees that may apply and indicates whether the membership is auto-renewed or not.
- Company Representatives
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You may be asked to designate at least one company representative (i.e., a contact person from your company), 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.
Other types of contacts may also be requested or required. You must provide a name and contact information for each required contact, but you can assign the same person to more than one position. There are checkboxes that allow you to select the same contact person for 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.
If this is a billed membership, you are taken to the Pay a Bill tool. If this organization has online credit card payment enabled, you can pay your bill by credit card and print a receipt. When you are done with this process, click the 'Back to Membership Status' button to have the Membership Status page displayed.
When you have completed all the steps that can be performed online at this time, the Membership Status page is displayed. You should bookmark this page for future reference, because it will always display the current membership status and provide you with the information you need to manage your membership.
Once your membership application is approved and your membership goes current, a notification email with further instructions will be sent to the primary contact. This will include information on how other people at your company can sign up for accounts. A link to the company representative signup form is commonly available on the Membership Information page.
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| Chapter 34. Company Representative Signup |  |
Chapter 36. Individual Membership Application |