Kavi Help CenterKavi® Members Help
| Chapter 85. Edit a Company | ||
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Part VII. Kavi Members Admin Tools | 
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Table of Contents
The Edit a Company tool allows administrators to edit information for an existing company, including company contact information and privacy options.
Note
This tool is not used to edit a company's memberships. If this is what you would like to do, return to the Membership section of the Manage a Company page.
Depending on the path you took to this tool, you may have already performed the Search and Select steps. For tips on searching, see the page help for the Manage a Company tool.
This page allows you to edit general information about the company, including purpose, name and address, and privacy preferences. Most options are self-explanatory.
| Option | Description |
|---|---|
| Purpose | This company's purpose. This can include 'Member Company' or 'Staff Company'. If this is a mixed or individual-based organization, the list of purposes also includes 'Company for Individual Members'. 'Nonmember Company' appears if nonmember tracking is enabled. For more information see Company Purposes. |
| Company Name | Enter the company's full name as it should be printed on a roster or mailing label. |
| Company URL | Enter the full, official URL for this company, including the prefix http:// (e.g., http://www.example.com) |
| Address | If an address is collected for companies with this purpose, address fields are displayed. Contact Name is prefilled with the company name by default. This can be edited if desired. |
| Billing Account Information | This member's Billing Account Information. This field may include a link you can click to view and manage this member's Kavi Billing account. |
| Image or Logo | Add a company image or logo. If Kavi® Showcase is installed, this graphic will be part of the information from the Kavi Members database used to populate the company profile. |
| Privacy Option | This option controls whether a Company Roster is available to Company Representatives. Administrators may use this field to make decisions about whether this company should be displayed in other places that are unique to this site. This setting DOES NOT impact any other mailing lists or contact options on this site, including those in Kavi® Groups. |
Available options depend on site configuration and the purpose of the company you are adding.
On this step you review the types that are automatically assigned, and manually add other types when appropriate. If this is a Member Company, configure Company Representative Application options.
| Field | Description |
|---|---|
| View Access Configuration |
Click this for an overview of all the User Types, Contact Types and Company Types in use on your website. This page also shows which roles are conferred through each type. If Kavi Membership is installed, Company Membership Types are shown with their related Company Types, and Individual Membership Types are shown with their related User Types. |
| Types Assigned through Membership | If Kavi Membership is installed and your organization offers memberships to companies, this shows the company's current Company Membership Type, and Company Types conferred through this membership. |
| Company Types | Company Types assigned to this company (independently of any that might be assigned through membership). All this company's users inherit roles associated with these types. 'General' Company Types may be associated with roles that provide basic website access. Types in the 'Admin Access' category provide administrative access, so these are generally assigned to Staff Companies only. |
| Option | Description |
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| Types Granted through Membership | General Company Types assigned to this company through membership. All this company's users inherit any roles associated with these types. These Company Types are used to categorize member companies and frequently confer roles that grant access to Member Areas of the website. |
| General Types | A list of general Company Types assigned to this company. All this company's users inherit any roles associated with these types. 'General' Company Types are used to categorize companies but are unlikely to confer roles and access. |
| General Types | A list of general Company Types assigned to this company. All this company's users inherit any roles associated with these types. 'General' Company Types are used to categorize companies but are unlikely to confer roles and access. |
| Administrative Access | Company Types that convey Admin access are rare. If there are any of these on your website, they are probably only available to Staff Companies. |
| Editorial Access | Company Types that convey Admin access are rare. If there are any of these on your website, they are probably only available to Staff Companies. |
This section is displayed if this is a Member Company.
| Option | Description |
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| Show on Signup | This option controls whether the company is or is not displayed on the Company Representative Signup form. |
| Accepted Email Domains |
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. For example, the domain of username@example.com is example.com. The domain does NOT include the @ symbol. 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 the subdomain. Do NOT include the @ symbol or an error will occur. For more information, see Accepted Email Domains. |
Add an Activity Note to this company's record for future reference. Once created, these notes cannot be edited, so they become a part of the Company Activity History, which is only viewable through Admin Area Tools and Report Area Tools.
This page displays all the email scheduled to go out for the actions you've just performed. If you want to send email, set the 'Send Email' option to 'Yes'. You may edit the email message or address fields if desired. When you click Continue, the email is sent out immediately.
Information for the company you have just edited is displayed for you to review. Any changes go into effect immediately.
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| Chapter 84. Manage a Company |  |
Chapter 86. Edit a Company—Manage Applications Tools |