Kavi Help Center| KaviŽ Members Help | ||
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Table of Contents
- I. Kavi Members Concepts and How-tos
- 1. Kavi Members: Member Management for Your Organization's Web Site
- 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. Company Representative Signup
- 10. Membership Application and Renewal Processes
- 11. Accepted Domains
- 12. User and Company Privacy Options
- 13. Access
- 14. Status, Activation and Deletion
- 15. Roles
- 16. Types
- 17. Company Types
- 18. Contact Types
- 19. User Types
- 20. How to Manage Access
- 21. Membership
- 22. Membership Workflow
- 23. How to Set Up Membership
- 24. Billed Memberships
- 25. Membership Renewal
- 26. Membership Auto-Renewal
- 27. Membership Expiration
- 28. Scheduled Email
- 29. How to Schedule Email
- 30. How to Add Records through Upload Data
- 31. How to Edit and Delete Records through Upload Data
- 32. How to Add Memberships through Upload Data
- 33. How to Change Purpose
- 34. Creating Custom Reports in Report Builder
- 35. All About Members Mailing Lists
- 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. Edit an Individual Membership
- 81. Renew an Individual Membership
- 82. Replace an Individual Membership
- 83. Delete an Individual Membership
- 84. Change Username and Password
- 85. Change User Status
- 86. Add User Activity Record
- 87. Add a Company
- 88. Manage a Company
- 89. Edit Your Company's Account
- 90. Edit a Company—Manage Applications Tools
- 91. Delete a Company
- 92. Edit a Company Membership
- 93. Renew a Company Membership
- 94. Replace a Company Membership
- 95. Delete a Company Membership
- 96. Change Company Status
- 97. Add Company Activity Record
- 98. Company Representative Applications
- 99. Manage a Company Representative Application
- 100. Individual Membership Applications
- 101. Manage an Individual Membership Application
- 102. Company Membership Applications
- 103. Manage a Company Membership Application
- 104. Send Simple Email
- 105. Send Template Blast to Users
- 106. Send Template Blast to Company Representatives
- 107. View Email Schedule
- 108. View a Scheduled Email
- 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. Members Mailing Lists
- 173. Manage a Members Mailing List
- 174. Add a Members Mailing List
- 175. Edit a Members Mailing List
- 176. Delete a Members Mailing List
- 177. ANSI Interest Category
- 178. Change a Company's Purpose
- 179. Change a User's Purpose
- 180. Check Data Integrity
- 181. Generate Login Keys
- 182. Delete Logs
- 183. Configure Kavi Members: All Options
- 184. 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. 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. 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
- 9.1. Company representative signup process
- 10.1. Example membership approval process
- 10.2. Membership Status Page
- 13.1. Schema of Main Access Areas
- 13.2. How the Members landing page displays to users with the 'org_admin' role
- 13.3. How the Members landing page displays to a user with the 'member', 'board' and 'company_admin' roles.
- 14.1. The effects of deactivation vs. deletion
- 15.1. How Roles Correspond to Areas
- 15.2. Types and Associated Roles
- 15.3. How Types Affect a User's Role Cache
- 16.1. How User Types and Contact Types are Displayed
- 21.1. Types assigned through membership
- 22.1. Standard Membership Workflow
- 24.1. Example membership billing process: quick
- 24.2. Example membership billing process: extended
- 25.1. Renewal forms for active members
- 25.2. Public request for renewal link form
- 27.1. Possible consequences for expired memberships
- 28.1. Email Notifications Corresponding to Membership Lifecycle
- 35.1. Query Criteria and Subscriber Selection
List of Tables
- 4.1. Address Variables
- 5.1. Company Purpose Descriptions
- 5.2. User Purpose Descriptions
- 5.3. Corresponding Purposes
- 15.1. Types, Roles and Access Areas
- 17.1. Configuring Company Type Options
- 18.1. Purpose-based Contact Types Descriptions
- 18.2. Configuring Contact Type Options
- 19.1. Configuring User Type Options
- 22.1. Membership Workflow States
- 22.2. Membership workflow state messages
- 27.1. Membership Expiration Scenario 1
- 27.2. Membership Expiration Scenario 2
- 27.3. Membership Expiration Scenario 3
- 27.4. Membership Expiration Scenario 4
- 30.1. Fields required by Upload Data
- 30.2. Other required fields
- 30.3. Sample data file for adding companies
- 30.4. Fields required by Upload Data
- 30.5. Other required fields
- 30.6. Sample data file for adding users
- 31.1. Fields required by Upload Data
- 31.2. Fields Required by Upload Data
- 31.3. Fields required by Upload Data
- 31.4. Other required fields
- 31.5. Sample data file for editing users
- 31.6. Required fields
- 31.7. Sample data file for deleting companies
- 31.8. Required fields
- 31.9. Sample data file for deleting users
- 32.1. Membership Fields
- 32.2. Sample Data File: Add Companies with Memberships
- 32.3. Sample Data File: Editing Companies to Add Memberships
- 33.1. Supported Company Purpose Changes: Member Company
- 33.2. Supported Company Purpose Changes: Nonmember Company
- 33.3. Supported Company Purpose Changes: Company for Individuals
- 33.4. Supported Company Purpose Changes: Staff Company
- 33.5. Supported User Purpose Changes: Company Representative
- 33.6. Supported User Purpose Changes: Individual Member
- 33.7. Supported User Purpose Changes: Individual Nonmember
- 33.8. Supported User Purpose Changes: Staff Persion
- 33.9. Member Company/Company Representative to:
- 33.10. Nonmember Company/Company Representative to:
- 33.11. Upload Nonmember Company/Nonmember Individuals to:
- 33.12. Upload Company for Individuals/Individual Member Purpose Changes
- 33.13. Company for Individuals/Individual Nonmember to:
- 34.1. Quarterly Membership Report Settings
- 34.2. Primary Contacts Report Settings
- 34.3. Individual Membership Renewals Report Settings
- 34.4. Current Member Companies Report Settings
- 36.1. Receive Email and Privacy Option Preferences
- 50.1. Options
- 51.1. Options
- 52.1. Options
- 75.1. User Purposes and Data Requirements
- 75.2. Fields
- 76.1. User Search Fields
- 76.2. Tool Links
- 76.3. User Types and Roles Fields
- 76.4. Receive Email and Privacy Option Preferences
- 76.5. Membership Fields
- 77.1. Fields
- 78.1. Fields
- 80.1. Membership Fields
- 80.2. Membership Term Use Cases
- 80.3. Renewal Fields
- 81.1. Membership Fields
- 81.2. Membership Process Options
- 82.1. Old Membership Fields
- 82.2. Replacement Membership Fields
- 82.3. Term Options
- 82.4. Billing Options
- 87.1. Company Options
- 87.2. Membership Options
- 87.3. Company Types and Access
- 87.4. Types and Access Options
- 87.5. Company Representative Signup Options
- 88.1. Search Options
- 88.2. Tool Links
- 88.3. Company Types and Access
- 88.4. Membership Fields
- 88.5. User Options
- 89.1. Company Options
- 89.2. Company Types and Access
- 89.3. Types and Access Options
- 89.4. Company Representative Signup Options
- 92.1. Membership Fields
- 92.2. Membership Term Use Cases
- 92.3. Renewal Fields
- 93.1. Membership Fields
- 93.2. Membership Process Options
- 94.1. Old Membership Fields
- 94.2. Replacement Membership Fields
- 94.3. Term Options
- 94.4. Billing Options
- 97.1. Fields
- 98.1. Fields
- 99.1. Fields
- 100.1. Fields
- 101.1. Fields
- 101.2. Membership Fields
- 102.1. Search Options
- 110.1. Moderation and accepted domains interactions
- 140.1. Options
- 141.1. Fields
- 141.2. Options
- 142.1. Fields
- 142.2. Options
- 143.1. Fields
- 144.1. Fields
- 162.1. Data Field Options
- 163.1. Data Field Options
- 178.1. Options
- 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
- 11.1. Example:
- 16.1. How a member company acquires types and roles
- 16.2. How a Staff Company acquires types and roles
- 16.3. How a Member Company's 'Primary Contact' acquires types and roles
- 16.4. How an Organization Admin acquires types and roles
- 16.5. How types and roles are revoked from a former Primary Contact
- 24.1. Prorated Membership Fee
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| Part I. Kavi Members Concepts and How-tos |