Kavi Help CenterKavi® Members Help
| Chapter 110. Configure Company Representative Signup | ||
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Part VIII. Kavi Members Super Admin Tools | 
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Table of Contents
If your organization offers memberships to companies, use the Configure Company Representative Signup tool to configure options for the company representative signup form, define the signup process, and determine how moderation and domain checking are implemented to gate the signup process. This tool is also used to configure accepted domains enforcement for Company Representatives after signup. For more information, see Accepted Domains.
Moderation Options work in tandem with accepted domain checking, so you need to determine which combination gives you the desired effect. For the purposes of determining moderation behavior, domain checking is either off (i.e., Check Accepted Domains option is set to 'Never check domains') or enabled on signup (i.e., all other settings).
Table 110.1. Moderation and accepted domains interactions
| Moderation Option setting | Domain checking enabled? | Behavior |
|---|---|---|
| Moderate all new users | Disabled | All applications are sent for moderation. No domain check is performed. |
| Enabled | Applications that pass the domain check are sent for moderation. Applications that fail the check can't be submitted. | |
| Moderate only users who fail the domain check | Disabled | Invalid combination. To use this Moderation Option, you must enable domain checking. |
| Enabled | Company representative applications that pass the domain check are approved automatically. Applications that fail the domain check will be sent for moderation. | |
| Do NOT moderate new users | Disabled | Domain checking on signup is ignored and moderation is disabled, since all applicants will pass through the moderation step automatically. |
| Enabled | Applications that provide a primary email address with an accepted domain pass through the moderation step automatically. |
Configure signup form settings and define the signup process for company representatives. Before setting moderation and accepted domains options, see the table of Moderation and accepted domains interactions.
Select whether the domain of an email address provided by a user for a company representative account must appear on the list of email domains accepted by that user's company. If email addresses are to be checked for accepted domains, set the level at which this setting will apply.
- Never check domains
Select this option if your organization wants to turn off all domain checking for company representatives.
- On company representative signup
Select this option to force every user to provide an email address with a domain on the list of Company Accepted Domains when signing up on the company representative signup form. This option is recommended for most Web sites that wish to enforce domain checking as a screening mechanism.
- On company representative signup and user tools
Select this option to force every user to provide an email address with a domain on the list of Company Accepted Domains when signing up on the company representative signup form, and to prevent users with established company representative accounts from switching their email addresses to non-company addresses though any user tools.
- On company representative signup, user tools and company tools
Select this option to force every user to provide an email address with a domain on the list of Company Accepted Domains when signing up on the company representative signup form, and to prevent users with established company representative accounts from switching their email addresses to non-company addresses through any user tools. This setting also prevents users with access to Company Admin tools from entering non-company email addresses for Company Representatives.
- On company representative signup, user tools, company tools and admin tools
Select this option to force every user to provide an email address with a domain on the list of Company Accepted Domains when signing up on the company representative signup form, and to prevent users with established company representative accounts from switching their email addresses to non-company addresses through any user tools. This setting also prevents users with access to Company Admin tools or Admin Area tools from entering non-company email addresses for Company Representatives.
Most organizations set this option to 'Yes, display a list of member companies' to allow new company representatives to select their company from a list. Some organizations prefer to set this option to 'No, match company based on email domain' so that new company representatives are automatically assigned to a company based on matching email domains. For the matching process to work properly, the Unique Accepted Domains option must be enabled. For more information on how these options interact, see the Concepts document on Accepted Domains.
Should accepted domains be unique to each company? This option should only be set to 'Yes' if your organization checks accepted domains on signup (see first option) AND hides the company list (see second option) so that new company representatives are matched with their company based on the domain of their email address. For more information on how these options interact, see Unique accepted domains in the Concepts document on Accepted Domains.
In other configuration scenarios, most organizations find the benefits of enabling this option marginal in contrast with the increased support burden.
Set options to define how Company Representative applications are screened. Before setting these options, see the table of Moderation and accepted domains interactions.
Enter the URL for the page to which users should be automatically redirected after completing the company representative signup form, or leave this field blank to have the user returned to the page from which the user accessed the form.
- Show terms and conditions
Click this checkbox if terms and conditions are to be displayed on company representative signup forms.
- Terms and Conditions
Enter the Terms and Conditions statement as plain text or HTML if your organization uses one.
- Click-Through Text
Enter the labels for the pair of links that will be displayed on the terms and conditions page that indicate whether the user a) agrees to the terms and conditions or b) does not agree.
You have just configured the company representative signup and renewal options for this organization. These settings will be implemented immediately.
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| Chapter 109. Set Organizational Properties |  |
Chapter 111. Configure Privacy Options |