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. Creating Custom Reports in Report Builder
- 32. All About Members Mailing Lists
- II. Kavi Members FAQ
- III. Kavi Members Public Area Tools
- IV. Kavi Members User Tools
- V. Kavi Members Company Tools
- VI. Kavi Members Directories and Rosters
- VII. Kavi Members Reports
- 62. Run a Report
- 63. User Activity History
- 64. User Activity Log
- 65. Company Activity History
- 66. Company Activity Log
- 67. Full Activity Log
- 68. Companies Over Time Graph
- 69. Users Over Time Graph
- 70. Users and Companies by Type Graph
- 71. Membership Expiration Over Time Graph
- 72. Membership by Type Graph
- VIII. Kavi Members Admin Tools
- 73. Add a User
- 74. Manage a User
- 75. Edit a User
- 76. Edit a User—Manage Applications Tools
- 77. Delete a User
- 78. Add an Individual Membership
- 79. Edit an Individual Membership
- 80. Renew an Individual Membership
- 81. Replace an Individual Membership
- 82. Delete an Individual Membership
- 83. Change Username and Password
- 84. Change User Status
- 85. Add User Activity Record
- 86. Add a Company
- 87. Manage a Company
- 88. Edit a Company
- 89. Edit a Company—Manage Applications Tools
- 90. Delete a Company
- 91. Add a Company Membership
- 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
- IX. 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. Manage Email Schedule
- 141. Manage a Scheduled Email
- 142. Schedule an Email
- 143. Edit a Scheduled Email
- 144. Delete a Scheduled Email
- 145. Change Scheduled Email Status
- 146. Manage Email Templates
- 147. Add an Email Template
- 148. Edit an Email Template
- 149. Delete an Email Template
- 150. Upload Data
- 151. Manage Activity Types
- 152. Add an Activity Type
- 153. Report Builder
- 154. Manage a Report
- 155. Add a Report
- 156. Clone a Report
- 157. Edit a Report
- 158. Delete a Report
- 159. Change Report Status
- 160. Members Mailing Lists
- 161. Manage a Members Mailing List
- 162. Add a Members Mailing List
- 163. Edit a Members Mailing List
- 164. Delete a Members Mailing List
- 165. Change Company Purpose
- 166. Check Data Integrity
- 167. Generate Login Keys
- 168. Delete Logs
- 169. Configure Kavi Members: All Options
- 170. Installed Member Directories and Rosters
- X. Appendix
- A. Preparing CSV Files for Upload Data
- B. Predefined Address Data Fields
- C. Predefined Company Data Fields
- D. Predefined Membership Data Fields
- E. Predefined User Data Fields
- 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
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
- 3.3. Matching user with company purposes
- 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. The Members Landing page as displayed to an Organization Admin or other user with the 'org_admin' role.
- 11.3. The Members Landing page as displayed to a Board Company Primary Contact or other 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 assigned to a company and user 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
- 32.1. Query Criteria and Subscriber Selection
List of Tables
- 13.1. Types, roles and access areas
- 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. Sample data file for editing companies
- 29.4. Fields required by Upload Data
- 29.5. Other required fields
- 29.6. Sample data file for editing users
- 29.7. Required fields
- 29.8. Sample data file for deleting companies
- 29.9. Required fields
- 29.10. Sample data file for deleting users
- 30.1. Membership Fields
- 30.2. Sample data file for adding companies and memberships
- 30.3. Sample data file for adding users with current memberships
- 30.4. Sample data file for editing companies to add memberships
- 30.5. Sample data file for editing users to add memberships
- 110.1. Moderation and accepted domains interactions
- B.1. Address Data Fields
- C.1. Company Data Fields
- D.1. Membership Data Fields
- E.1. User Data Fields
- 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
List of Examples
- 9.1. Example:
- 14.1. How a member company might acquire types and roles
- 14.2. How a staff company might acquire types and roles
- 14.3. How member company's 'Primary Contact' might acquire types and roles
- 14.4. How an Organization Admin might acquire 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 |