KaviŽ Members Help
Appendix I. Kavi Members Default Types
These tables include all the types installed by Kavi Members
by default. Types that are required by the application cannot be deleted, but they can
be edited.
Note that these tables include the KaviŽ Members default
types only, and do not include types installed by default by
other applications.
For default types installed by other applications:
To see all roles, including custom roles as well as those
installed by default, Super Admins can use the Kavi Members
Manage Roles Tool.
These types are used to classify companies. There is only
one default Company Type, but if the organization offers
memberships to companies, it will have a set
of custom Company Types that correspond to the Company Membership
Types it offers. If a company is assigned a Company Type that has any roles associated with
it, these roles will be
inherited by every user who belongs that company.
Table I.1. Default Company Types
| Name |
Default roles |
Category |
Description |
|
Groups
Access |
wg_access |
General |
Used to confer access to Kavi Groups areas that
are accessible only to logged-in users. Some
organizations assign this Company
Type to every company whose users require
Kavi Groups access, while other organizations use custom
Company Types with the same role. |
|
Members Area
Access |
member |
General |
Used to confer access to Member areas of a site that
are accessible only to logged-in users. This Company Type is
used as a base for types that correspond to Company
Membership Types. The name is
usually edited to indicate the name of the corresponding
Membership Type. If assigned to a
company, every user who belongs to the company is automatically granted
the 'member' role. It can also be repurposed for types to
assign to nonmember companies that require Members
access, such as staff companies. |
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Every user in the Kavi Members database must be
associated with a company, and everyone must be assigned
a Contact Type to classify the way in which the user
represents their company to the organization. Contact Types can confer
administrative or editorial roles access, but the scope of these
privileges is limited to Company Area tools and company data.
Table I.2. Default Contact Types
| Name |
Default roles |
Category |
Description |
|
Employee |
|
general |
The 'Employee'
Contact Type is assigned by default to users whose Purpose is Company
Representative if this is a company-based or mixed organization. In its default
configuration, this type doesn't grant any roles, as
Company Representatives are usually granted basic web site
access through inherit roles from
their company.
This type can be deleted.
|
|
Individual |
|
general |
The 'Individual'
Contact Type is assigned by default to users whose
Purpose is Individual Member or Individual
Nonmember if this is an individual-based or mixed
organization. These kinds of users usually acquire
access through User Types. In its default
configuration, this type doesn't grant any roles.
This type can be deleted.
|
|
Primary Contact |
company_admin |
admin |
Primary Contact is assigned to a user who acts
as the principal contact or point person for a company
and keeps the company's information and roster up to
date. When Kavi Members and other Kavi applications
send email about the company's account, the email is
automatically sent to the Primary Contact. This
type conveys the 'company_admin' role, which grants
access to Company Area tools that company administrators use to edit their company's
information and manage other users who belong to their
company.
This type cannot be deleted.
|
|
Staff |
|
general |
The 'Staff'
Contact Type is assigned to users with the purpose of
'Staff Person' if this organization employs staff
directly or
uses a staff company whose representatives require web
site access. Staff typically require a higher level
of administrative access than other web site
users, and may acquire this access
through highly privileged default User Types, or
through custom Contact Types or
Company Types tailored to this
organization's specific requirements. In its default
configuration, this type doesn't grant any roles.
This type can be deleted.
|
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User Types are used to classify users according to their
relationship to the organization. They commonly confer roles that
grant access privileges. There are several
default User Types. If the organization offers
memberships to individuals, it should also have a set
of custom User Types that correspond to the Individual Membership
Types it offers.
Contact Types,
which are used to classify users by the way they
represent their company to the organization, may also confer
administrator or editor privileges, but the scope of these
privileges is limited to company tools and data, whereas administrator
or editor User
Types may grant privileges to all areas of the organization's Web site.
Table I.3. Default User Types
| Name |
Default roles |
Category |
Description |
|
Organization Admin |
org_admin |
admin |
Organization Admin User Type is assigned to an
individual in charge of the Web site. Organization
Admins have access to Kavi Members data, but also data
from all of the other Kavi applications installed on the
Web site. The Organization Admin access type grants access to the
members-only area, Reports Home page, and Admin Home page. These users have all
the privileges of the Member access type, the Report Admin
access type and the ability to manage data in all the Kavi
applications on the Web site.
This type cannot be deleted.
|
|
Organization Editor |
Editor |
editor |
The Organization Editor User Type is assigned to the
person in charge of keeping the Web site content up to
date. It confers Kavi Edit access to all areas of the
Web site. Organization Editors can use Kavi Edit
Admin tools to create and assign subordinate
Editor types, designating which editor type a user needs to be able to edit
a particular area of the Web site. By default, this type does not
confer the 'member' role, so users of this
type do not necessarily have access to Member pages or tools.
This type cannot be deleted.
|
|
Report Admin |
report_admin |
admin |
The Report Admin User Type is assigned to individuals who need
to generate reports about the organization's members,
staff and other companies or people in the database
but do not necessarily need to edit user or company data
directly. The Report Admin User Type conveys the
'report_admin' role, which grants access to the Reports
Home page and reporting tools. These users ability to
retrieve and download
data from the Kavi Members database. By default, this type does not
confer the 'member' role, so users of this
type do not necessarily have access to Member pages or tools.
This type cannot be deleted.
|
|
Super Admin |
super_admin |
admin |
The Super Admin User Type is assigned to Kavi
support staff and organization administrators who have
received Kavi Members training for super
administrators. The Super Admin type conveys the
'super_admin' role, which grants access privileges of
other roles including 'org_admin', 'report_admin',
'member' and access permissions to configuration tools for Kavi Members and all other
Kavi applications installed on the Web site. Because
application configuration tends to be complex and has
a significant impact on how well the Web site supports
your organization's mission and business rules, the Super
Admin User Type can only be assigned by Kavi support staff or another Super Admin.
This type cannot be deleted.
|
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