Kavi Help Center| KaviŽ Members Help | ||
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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. Company Representative Signup
- 8. Membership Application and Renewal Processes
- 9. Accepted Domains
- 10. User and Company Privacy Options
- 11. Access
- 12. Status, Activation and Deletion
- 13. Roles
- 14. Types
- 15. Company Types
- 16. Contact Types
- 17. User Types
- 18. How to Manage Access
- 19. Membership
- 20. Membership Workflow
- 21. How to Set Up Membership
- 22. Billed Memberships
- 23. Membership Renewal
- 24. Membership Auto-Renewal
- 25. Membership Expiration
- 26. Scheduled Email
- 27. How to Schedule Email
- 28. How to Add Records through Upload Data
- 29. How to Edit and Delete Records through Upload Data
- 30. How to Add Memberships through Upload Data
- 31. How to Change Purpose
- 32. Creating Custom Reports in Report Builder
- 33. 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
- 61. Run a Report
- 62. User Activity History
- 63. User Activity Log
- 64. Company Activity History
- 65. Company Activity Log
- 66. Full Activity Log
- 67. Companies Over Time Graph
- 68. Users Over Time Graph
- 69. Users and Companies by Type Graph
- 70. Membership Expiration Over Time Graph
- 71. Membership by Type Graph
- VII. Kavi Members Admin Tools
- 72. Add a User
- 73. Manage a User
- 74. Edit a User
- 75. Edit a User—Manage Applications Tools
- 76. Delete a User
- 77. Edit an Individual Membership
- 78. Renew an Individual Membership
- 79. Replace an Individual Membership
- 80. Delete an Individual Membership
- 81. Change Username and Password
- 82. Change User Status
- 83. Add User Activity Record
- 84. Add a Company
- 85. Manage a Company
- 86. Edit a Company
- 87. Edit a Company—Manage Applications Tools
- 88. Delete a Company
- 89. Edit a Company Membership
- 90. Renew a Company Membership
- 91. Replace a Company Membership
- 92. Delete a Company Membership
- 93. Change Company Status
- 94. Add Company Activity Record
- 95. Company Representative Applications
- 96. Manage a Company Representative Application
- 97. Individual Membership Applications
- 98. Manage an Individual Membership Application
- 99. Company Membership Applications
- 100. Manage a Company Membership Application
- 101. Send Simple Email
- 102. Send Template Blast to Users
- 103. Send Template Blast to Company Representatives
- 104. View Email Schedule
- 105. View a Scheduled Email
- VIII. Kavi Members Super Admin Tools
- 106. Set Organizational Properties
- 107. Configure Company Representative Signup
- 108. Configure Privacy Options
- 109. View Access Configuration
- 110. Manage Roles
- 111. Add a Role
- 112. Edit a Role
- 113. Delete a Role
- 114. Manage User Types
- 115. Add a User Type
- 116. Edit a User Type
- 117. Delete a User Type
- 118. Manage Company Types
- 119. Add a Company Type
- 120. Edit a Company Type
- 121. Delete a Company Type
- 122. Manage Contact Types
- 123. Add a Contact Type
- 124. Edit a Contact Type
- 125. Delete a Contact Type
- 126. Configure Global Membership Applications
- 127. Manage Company Membership Types
- 128. Add Company Membership Type
- 129. Edit Company Membership Type
- 130. Delete Company Membership Type
- 131. Configure Company Membership Applications
- 132. Manage Individual Membership Types
- 133. Add Individual Membership Type
- 134. Edit an Individual Membership Type
- 135. Delete Individual Membership Type
- 136. Configure Individual Membership Applications
- 137. Configure Addresses
- 138. Manage Company Address Types
- 139. Manage User Address Types
- 140. Add an Address Type
- 141. Edit an Address Type
- 142. Delete an Address Type
- 143. Deactivate an Address Type
- 144. Activate an Address Type
- 145. Manage Email Schedule
- 146. Manage a Scheduled Email
- 147. Schedule an Email
- 148. Edit a Scheduled Email
- 149. Delete a Scheduled Email
- 150. Change Scheduled Email Status
- 151. Manage Email Templates
- 152. Add an Email Template
- 153. Edit an Email Template
- 154. Delete an Email Template
- 155. Upload Data
- 156. Manage Activity Types
- 157. Add an Activity Type
- 158. Manage Fields
- 159. Add a Data Field
- 160. Edit a Data Field
- 161. Delete a Data Field
- 162. Report Builder
- 163. Manage a Report
- 164. Add a Report
- 165. Clone a Report
- 166. Edit a Report
- 167. Delete a Report
- 168. Change Report Status
- 169. Members Mailing Lists
- 170. Manage a Members Mailing List
- 171. Add a Members Mailing List
- 172. Edit a Members Mailing List
- 173. Delete a Members Mailing List
- 174. ANSI Interest Category
- 175. Change a Company's Purpose
- 176. Check Data Integrity
- 177. Generate Login Keys
- 178. Delete Logs
- 179. Configure Kavi Members: All Options
- 180. Installed Member Directories and Rosters
- IX. Appendix
- A. Preparing CSV Files for Upload Data
- B. Predefined Company Data Fields
- C. Predefined Membership Data Fields
- D. Predefined User Data Fields
- E. Field Types
- F. Kavi Members Report Types
- G. Kavi Members Default Roles
- H. Kavi Members Default Types
- I. Kavi Members Default Scheduled Email and Templates
- J. Kavi Members Email Template Variables
- K. 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. Examples of Each Company Purpose
- 3.2. Examples of Each User Purpose
- 5.1. Activity history, company log and full activity log
- 7.1. Company representative signup process
- 8.1. Example membership approval process
- 8.2. Membership Status Page
- 11.1. Schema of Main Access Areas
- 11.2. How the Members landing page displays to users with the 'org_admin' role
- 11.3. How the Members landing page displays to a user with the 'member', 'board' and 'company_admin' roles.
- 12.1. The effects of deactivation vs. deletion
- 13.1. How Roles Correspond to Areas
- 13.2. Types and Associated Roles
- 13.3. How Types Affect a User's Role Cache
- 14.1. How User Types and Contact Types are Displayed
- 19.1. Types assigned through membership
- 20.1. Standard Membership Workflow
- 22.1. Example membership billing process: quick
- 22.2. Example membership billing process: extended
- 23.1. Renewal forms for active members
- 23.2. Public request for renewal link form
- 25.1. Possible consequences for expired memberships
- 26.1. Email Notifications Corresponding to Membership Lifecycle
- 33.1. Query Criteria and Subscriber Selection
List of Tables
- 3.1. Company Purpose Descriptions
- 3.2. User Purpose Descriptions
- 3.3. Purpose Compatibility
- 13.1. Types, Roles and Access Areas
- 15.1. Configuring Company Type Options
- 16.1. Purpose-based Contact Types Descriptions
- 16.2. Configuring Contact Type Options
- 17.1. Configuring User Type Options
- 20.1. Membership Workflow States
- 20.2. Membership workflow state messages
- 25.1. Membership Expiration Scenario 1
- 25.2. Membership Expiration Scenario 2
- 25.3. Membership Expiration Scenario 3
- 25.4. Membership Expiration Scenario 4
- 28.1. Fields required by Upload Data
- 28.2. Other required fields
- 28.3. Sample data file for adding companies
- 28.4. Fields required by Upload Data
- 28.5. Other required fields
- 28.6. Sample data file for adding users
- 29.1. Fields required by Upload Data
- 29.2. Fields Required by Upload Data
- 29.3. Fields required by Upload Data
- 29.4. Other required fields
- 29.5. Sample data file for editing users
- 29.6. Required fields
- 29.7. Sample data file for deleting companies
- 29.8. Required fields
- 29.9. Sample data file for deleting users
- 30.1. Membership Fields
- 30.2. Sample Data File: Add Companies with Memberships
- 30.3. Sample Data File: Editing Companies to Add Memberships
- 31.1. Supported Company Purpose Changes: Member Company
- 31.2. Supported Company Purpose Changes: Nonmember Company
- 31.3. Supported Company Purpose Changes: Company for Individuals
- 31.4. Supported Company Purpose Changes: Staff Company
- 31.5. Supported User Purpose Changes: Company Representative
- 31.6. Supported User Purpose Changes: Individual Member
- 31.7. Supported User Purpose Changes: Individual Nonmember
- 31.8. Supported User Purpose Changes: Staff Persion
- 31.9. Member Company/Company Representative to:
- 31.10. Nonmember Company/Company Representative to:
- 31.11. Upload Nonmember Company/Nonmember Individuals to:
- 31.12. Upload Company for Individuals/Individual Member Purpose Changes
- 31.13. Company for Individuals/Individual Nonmember to:
- 32.1. Quarterly Membership Report Settings
- 32.2. Primary Contacts Report Settings
- 32.3. Individual Membership Renewals Report Settings
- 32.4. Current Member Companies Report Settings
- 107.1. Moderation and accepted domains interactions
- 137.1. Options
- 138.1. Fields
- 138.2. Options
- 139.1. Fields
- 139.2. Options
- 140.1. Fields
- 141.1. Fields
- 159.1. Data Field Options
- 160.1. Data Field Options
- B.1. Company Data Fields
- C.1. Membership Data Fields
- D.1. User Data Fields
- E.1. Basic Field Types
- E.2. Additional Field Types
- F.1. Kavi Members default Report Types
- G.1. Kavi Members default roles
- H.1. Default Company Types
- H.2. Default Contact Types
- H.3. Default User Types
- I.1. Scheduled Email and Templates About Companies
- I.2. Scheduled Email and Templates About Company Memberships
- I.3. Scheduled Email and Templates About Company Representatives
- I.4. Scheduled Email and Templates About Individual Memberships
- I.5. Scheduled Email and Templates About Users
- I.6. Default Email Templates
- J.1. Organization Template Variables
- J.2. Company Template Variables
- J.3. Organization Template Variables
- J.4. Membership Template Variables
- J.5. User Template Variables
- K.1. User/Company Purpose Compatibility Matrix
List of Examples
- 9.1. Example:
- 14.1. How a member company acquires types and roles
- 14.2. How a Staff Company acquires types and roles
- 14.3. How a Member Company's 'Primary Contact' acquires types and roles
- 14.4. How an Organization Admin acquires types and roles
- 14.5. How types and roles are revoked from a former Primary Contact
- 22.1. Prorated Membership Fee
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| Part I. Kavi Members Concepts and General Instructions |