Table of Contents

1. Member Management for Your Organization's Website

Introduction to Kavi Members

Your Personal Account

Are You a Company Representative?

Are You a Company Administrator?

Are You an Organization Administrator?

Sharing Information

Assigning Access to Users

2. Managing Companies and Users

Overview

The Broad Definition of "Company"

Search Tips

3. Addresses

Kavi Workspace Addresses

Address Data and Standard Formats

Your Address

Your Company's Address

Address Fields

Billing Account Information

Address Formats, Variations and Data Entry Rules

Address Examples

4. Managing Addresses

Introduction

Address Configuration

How to Use Super Admin Address Configuration Tools

Address Variables in Reports and Email Templates

Uploading Address Information

5. Purpose

What is Purpose?

Company Purposes and User Purposes

User Purpose Corresponds to Company Purpose

6. Rosters and Directories

What Are Rosters and Directories?

Rosters

Member Directories

Uses for Member Rosters and Directories

Member Roster and Directory Configuration

7. Logging

Logs and Activity Histories

Activity Histories

User and Company Logs

Full Activity Log

What Gets Logged

8. How to Configure Kavi Members

The Importance of Correct Configuration

Comprehensive and Detailed Requirements

Scoping the Site Setup Process

Installing Kavi Members

Step 1: Organizational Properties and the Signup Process

Step 2: Privacy Options

Step 3: Roles and Types

Step 4: Membership

Add Custom Fields

Step 5: Schedule Email

Step 6: Data Migration

9. Accepted Domains

Accepted Domain Checking

What Is an Accepted Domain?

Subdomains

Advantages and Limitations of Domain Checking

How Domain Matching Works

Configuring Accepted Domains

Tips for Administrators

Troubleshooting Accepted Domains

10. User and Company Privacy Options

How Kavi Members helps support your privacy policy

What is a privacy policy?

Standard privacy policy elements

Configuring Kavi Members to support your organization's privacy policy

Privacy Preferences

How to Hide All Rosters

Privacy policy and preferences

Limitations of privacy policy support

11. Access

Interlocking Security Features

Built-In Access Areas

The Big Picture

12. Status, Activation and Deletion

'Active' and 'Inactive' Status

Deactivation Versus Deletion

Deactivating Members

Deleting members

13. Roles

Introduction to Roles

Roles Are Like Keys

Roles Are Conferred through Types

Roles and Access

Assigned Types, User Role Cache and Access

Default Roles Installed by Kavi Members

14. Types: Company, User and Contact Types

What Are Types?

How Types Are Used in Kavi Members

Introduction to the Types

Type Categories

How Types Are Assigned and Revoked

15. Company Types

What Are Company Types?

Company Type Categories

Default Company Types

Additional Company Types

How Company Types Are Assigned

Viewing and Managing Company Types

Adding a Company Type

16. Contact Types

Introduction

Default Contact Types

Additional Contact Types

How Contact Types Are Assigned

Viewing and Managing Contact Types

Adding a Contact Type

17. User Types

Introduction

User Type Categories

Default User Types

Additional User Types

How User Types Are Assigned

Viewing and Managing User Types

Adding a User Type

18. How to Manage Access

Managing User Access

Deciphering Your Website's Access Controls

Analyzing a User's Access Privileges

How to Add Access

How to Revoke Access

Tips for Maintaining Proper Access Levels

19. Company Representative Signup

Company Representatives

Company Representative Accounts

Company Representative Signup Processes

How to View Company Representative Signup Configuration

20. Scheduled Email

What Is Scheduled Email?

Scheduled Email Components

Email Templates

What Is this Email About?

The Zen of 'When'

How to Determine What Email Is Generated by an Event

21. How to Schedule Email

The Basic Process

Tips for Scheduling Email

Nonparticipating User Tickler: Invitation to Participate

Member Notice: Last Chance Renewal Reminder

Moderator Notice: Company Rep Moderation Reminder

Admin Notice: Successful Membership Renewal

22. Using Website Tools to Send Email Manually

Why Send Email through Website Tools?

Template Blast Tools

Send Simple Email

Examples

23. How to Add Records through Upload Data

Overview

Before You Begin

Other Documentation

Special Instructions for Site Setup

Rules for Add Actions

Adding Companies

Add Users

24. How to Edit and Delete Records through Upload Data

Overview

Before You Begin

Other Documentation

Preparing a Mixed-Action Data File

Rules for Edit Actions

Edit Companies

Edit Users

Troubleshooting Upload Data Edit Errors

Rules for Delete Actions

Delete Companies

Delete Users

25. How to Add Memberships through Upload Data

Overview

Processing Rules

File Preparation

Example 1: Add Companies with Existing Memberships

Example 2: Edit Companies to Add Historical Memberships

26. How to Change Purpose

Why Is Change So Hard?

Purpose Change Tools

Supported Company Purpose Changes

Supported User Purpose Changes

Using Upload Data to Change Purpose

27. Creating Custom Reports in Report Builder

The Report Builder

Report Types

How to Add a Report

How Report Admins Use Reports

Tips for the Report Builder

Report Builder Examples

28. Kavi Membership

Introduction

General Approaches to Membership

Basic Membership Structures and Processes

How Types Are Assigned through Membership

29. Membership Workflow

What Is Workflow?

The Administrator's Role in the Membership Workflow

Basic Membership Workflow

Workflow State Definitions

Your Organization's Membership Workflow

Tips for Managing and Moderating Memberships

Membership Workflow State Messages

30. Membership Configuration Overview

Configuring Membership Structure and Processes

Requirements Definition

Is this a Company-based or Individual-based Organization?

Membership Application Forms

Adding Companion User Types or Company Types

Membership Type Configuration

31. Membership Application Processes

Membership Acquisition Rules

Steps in the Membership Application Process

How to Determine the Status of a Membership Application

Where to Find Your Organization's Membership Processes

Public Applications, Self-Renewals, Auto-Renewals and Administrator-Managed Memberships

32. Membership Renewal

Overview

Membership Renewal Defined

How to Renew Memberships

When Can a Membership Be Renewed?

How Renewal Affects State and Type

Managing Membership Renewal

33. Membership Auto-Renewal

Overview

How the Auto-Renewal Process Works

Configuring Auto-Renewal

How Opt-Outs Work

34. Billed Memberships

Integration with Kavi® Billing

Billed Membership Workflow Configuration

Membership Fees, Proration, Refunds and Cancellations

Configuring Membership Fees and Proration

35. End-of-Membership Processes

Membership Expiration and Archiving

Viewing End-of-Membership Configuration

Configuring the Expiration Options

How Expiring Memberships Affect Users